401(k) · DOL Form 5500 · 2022
The Davey Tree Expert Company 401(k) Plan
Data updated 2026-08-25
- $343M
- Total assets Above avg plan size
- 7,345
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $46,734
- Avg per participant Low balance/head
Official DOL plan name: The Davey 401ksop and ESOP · Sponsored by The Davey Tree Expert Company · Ohio · Administrative & Support Services
$343M in assets, 7,345 participants
The Davey Tree Expert Company's The Davey 401ksop and ESOP reported $343M in total assets and 7,345 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #4,876 in Administrative & Support Services (4,927 peers)
Coverage in Ohio
The Davey 401ksop and ESOP covers 7,345 participants in Ohio, 9.6x the typical Ohio plan (state average ~765 per filing). Assets: $343M.
- #4,876
- in Administrative & Support Services (4,927 peers)
- -9.1%
- assets change YoY
- 3.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Davey 401ksop and ESOP's outsized position by total assets
The Davey 401ksop and ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$343,262,543 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Davey 401ksop and ESOP's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Davey 401ksop and ESOP lands in the large band (7,345 participants).
Plan-year Form 5500 strip
Filing strip 340176110 · The Davey Tree Expert Company PY 2022 · 401(k)
The Davey 401ksop and ESOP · $343M · 7,345 · 97th
- ASSETS $343M
- PCT 7,345
- EIN 97th
- RANK 401(k)
- PHOTO near Shands Jacksonville Retirement Plan
- IND ind #4876
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 Administrative & Support Services retirement plans → · Plans in Ohio →
The Davey 401ksop and ESOP in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $377M |
|---|---|
| Net Assets (End of Year) | $343M |
| Net Income | -$34M |
| Employer EIN | 340176110 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Davey Tree Expert Company)
Sponsor-wide plan assets over time
All The Davey Tree Expert Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $448M 30.631201144483743% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,345 | $343M |
| 2023 | 1 | 7,775 | $403M |
| 2024 | 1 | 7,332 | $448M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Scale composition for The Davey 401ksop and ESOP
The Davey 401ksop and ESOP reports $343M in end-of-year assets across 7,345 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $46,734 per participant (34% of the national average assets-per-participant) . Net income for plan year 2022 was -$34M.
This plan identity (EIN 340176110, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $343M to $448M (+30.6%) while covered participants moved from 7,345 to 7,332 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,345 | $343M | This page |
| 2023 | 7,775 | $403M | Open filing |
| 2024 · index core | 7,332 | $448M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Davey 401ksop and ESOP (401(k), $448M, 7,332 participants)
The Davey 401ksop and ESOP's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Shands Jacksonville Retirement Plan in FL ($343M); by covered participants it is Nokia Savings/401(k) Plan in NJ (7,340 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($343M here).
- Shands Jacksonville Retirement Plan (FL) $343M · 4,724
- Womble Bond Dickinson (US) LLP Savings and Self Employed Retirement Plan a (NC) $343M · 674
- Stepan Company Savings and Investment Retirement Plan (IL) $343M · 1,263
- Presidio LLC 401(k) Plan (VA) $343M · 2,622
Similar participant headcount
Nearest other-state filings by covered participants (7,345 participants); asset peers above are excluded.
- Nokia Savings/401(k) Plan (NJ) 7,340 · 5 off
- Uline, Inc. Profit Sharing Plan and Trust (WI) 7,339 · 6 off
- Rural King 401(k) Plan (IL) 7,337 · 8 off
- Flex-N-Gate Corporation 401(k) Plan (IL) 7,335 · 10 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.