401(k) · DOL Form 5500 · 2023
Davis Gillett Mottern & Sims L 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $121,040
- Avg per participant Near avg balance/head
Official DOL plan name: Davis Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust · Sponsored by Davis Gillett Mottern & Sims L · Georgia · Professional & Technical Services
$2M in assets, 14 participants
Davis Gillett Mottern & Sims L's Davis Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #4,913 in Professional & Technical Services (20,321 peers)
Davis Gillett Mottern & Sims L multi-year trail
Davis Gillett Mottern & Sims L's plans moved +59.8% in assets from 2022 to 2024; this filing shows Davis Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust at $2M / 14 participants.
- #4,913
- in Professional & Technical Services (20,321 peers)
- +28.9%
- assets growth YoY
Davis Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Davis Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,694,566 29th percentile higher than 29% 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 Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust 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 Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Davis Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust reported net income rose from $23K in the plan year 2022 filing to $380K in the plan year 2023 filing.
- Davis Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 275561157 · Davis Gillett Mottern & Sims L PY 2023 · 401(k)
Davis Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust · $2M · 14 · 29th
- TYPE $2M
- NET 14
- BOOK 29th
- VS-ST 401(k)
- BOY near Iron Oak Home Loans Employee Profit Sharing Plan 401(k)
- SCH ind #4913
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 Georgia →
Davis Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Davis Gillett Mottern & Sims L multi-year asset trail
Sponsor-wide plan assets over time
All Davis Gillett Mottern & Sims L plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 59.77411660878199% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $1M |
| 2023 | 1 | 14 | $2M |
| 2024 | 1 | 15 | $2M |
Davis Gillett Mottern & Sims L filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $380K |
| Employer EIN | 275561157 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Davis Gillett Mottern & Sims L 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Iron Oak Home Loans Employee Profit Sharing Plan 401(k) in CA ($2M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (14 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.