401(k) · DOL Form 5500 · 2023

Davis Miles, PLLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
136
Participants Small participant base
53rd
Percentile by assets National rank
$55,491
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Davis Miles, PLLC 401(k) Plan · Sponsored by Davis Miles, PLLC · Arizona · Professional & Technical Services

$8M in assets, 136 participants

Davis Miles, PLLC's Davis Miles, PLLC 401(k) Plan reported $8M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,358 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Davis Miles, PLLC 401(k) Plan covers 136 participants in Arizona, about 24% of the average Arizona filer (state average ~564 per filing). Assets: $8M.

#10,358
in Professional & Technical Services (20,321 peers)
+37.0%
assets growth YoY

Davis Miles, PLLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Davis Miles, PLLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,546,804 Top 47% higher than 53% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Davis Miles, PLLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davis Miles, PLLC 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davis Miles, PLLC 401(k) Plan reported net income rose from -$86K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Davis Miles, PLLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Davis Miles, PLLC 401(k) Plan reported participants rose from 125 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 731646406 · Davis Miles, PLLC PY 2023 · 401(k)

Davis Miles, PLLC 401(k) Plan · $8M · 136 · 53rd

  • TYPE $8M
  • TYPE 136
  • TYPE 53rd
  • TYPE 401(k)
  • TYPE near Textio 401(k) Plan
  • TYPE ind #10358

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 Arizona →

Davis Miles, PLLC 401(k) Plan in the asset neighbourhood

Davis Miles, PLLC 401(k) Plan$8MTextio 401(k) Plan$8MFlorida State University Credit Union 401(k) Plan and TrustFlorida State University Cre…$8MHi-Tech Interiors, Inc. 401(k) Salary Reduction Plan & TrustHi-Tech Interiors, Inc. 401(…$8MRoe Dental Laboratory, Inc. 401(k) and Profit Sharing PlanRoe Dental Laboratory, Inc. …$8M
End-of-year total assets ($M) among Davis Miles, PLLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN731646406
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis Miles, PLLC)

Sponsor-wide plan assets over time

All Davis Miles, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 65.35779301703772% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.51M $9.11M ▲ +65.3%
Year Plans Participants Total Assets
2022 1 125 $6M
2023 1 136 $8M
2024 1 139 $9M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Davis Miles, PLLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Davis Miles, PLLC 401(k) Plan, Total assets ($B): 0.007546804 · Participants: 136Davis Miles, PLLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Davis Miles, PLLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Davis Miles, PLLC 401(k) Plan side-by-side with 3 peers →

Davis Miles, PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Textio 401(k) Plan in WA ($8M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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.

Frequently Asked Questions

How did Davis Miles, PLLC 401(k) Plan assets move in 2023? ▼
Davis Miles, PLLC 401(k) Plan surged - up 37.0% during 2023, from $6M to $8M. Reported net income was $2M.
How have Davis Miles, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis Miles, PLLC's sponsor-wide assets grew 65.4%, from $6M to $9M.
Which 401(k) plans are similar in size to Davis Miles, PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Textio 401(k) Plan in WA ($8M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Davis Miles, PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731646406.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.