401(k) · DOL Form 5500 · 2023
Davis & Company 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $385,011
- Avg per participant High balance/head
Official DOL plan name: Davis & Company 401(k) Plan · Sponsored by Davis & Company · New Jersey · Professional & Technical Services
$11M in assets, 29 participants
Davis & Company's Davis & Company 401(k) Plan reported $11M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 61st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #12,163 in Professional & Technical Services (20,321 peers)
2023 asset change
Davis & Company 401(k) Plan grew sharply 24.6% in 2023 ($9M → $11M) for 29 participants.
- #12,163
- in Professional & Technical Services (20,321 peers)
- +24.6%
- assets growth YoY
Davis & Company 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Davis & Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,165,322 Top 39% higher than 61% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Davis & Company 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davis & Company 401(k) Plan is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Davis & Company 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Davis & Company 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Davis & Company 401(k) Plan reported participants fell from 31 in the plan year 2022 filing to 29 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 223112339 · Davis & Company PY 2023 · 401(k)
Davis & Company 401(k) Plan · $11M · 29 · 61st
- EBSA $11M
- PART 29
- TYPE 61st
- NET 401(k)
- BOOK near Summa Group Retirement Savings Plan
- VS-ST ind #12163
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New Jersey →
Davis & Company 401(k) Plan in the asset neighbourhood
Davis & Company years around the 2023 move
Sponsor-wide plan assets over time
All Davis & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $9M |
| 2023 | 1 | 29 | $11M |
| 2024 | 1 | 26 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 223112339 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Davis & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Summa Group Retirement Savings Plan in TX ($11M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.