401(k) · DOL Form 5500 · 2023

Davis, Hutchinson & Wilkerson, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
15
Participants Small participant base
57th
Percentile by assets National rank
$634,131
Avg per participant High balance/head
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Official DOL plan name: Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan · Sponsored by Davis, Hutchinson & Wilkerson, LLC · Texas · Professional & Technical Services

$10M in assets, 15 participants

Davis, Hutchinson & Wilkerson, LLC's Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan reported $10M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,369 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan holds $10M for 15 participants - about $634,131 per participant, above the median plan by assets.

#11,369
in Professional & Technical Services (20,321 peers)
-6.5%
assets change YoY

The plan reported a net loss of $663K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan vs every filed plan by assets

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

$9,511,963 Top 43% higher than 57% 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, Hutchinson & Wilkerson, LLC Profit Sharing 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, Hutchinson & Wilkerson, LLC Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to -$663K in the plan year 2023 filing.
  • Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan end-of-year assets fell from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan reported participants fell from 16 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742699489 · Davis, Hutchinson & Wilkerson, LLC PY 2023 · 401(k)

Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan · $10M · 15 · 57th

  • PART $10M
  • PART 15
  • PART 57th
  • PART 401(k)
  • PART near Dia Center for the Arts, Inc. 401(k) Savings Plan
  • PART ind #11369

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 Texas →

Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan in the asset neighbourhood

Davis, Hutchinson & Wilkerson, LLC Profit Sharing PlanDavis, Hutchinson & Wilkerso…$10MDia Center for the Arts, Inc. 401(k) Savings PlanDia Center for the Arts, Inc…$10MAlbert Uster Imports, Inc. 401(k) PlanAlbert Uster Imports, Inc. 4…$10MManassero Insurance Agency, Inc. Employees Profit Sharing PlanManassero Insurance Agency, …$10MLen the Plumber, LLC Retirement PlanLen the Plumber, LLC Retirem…$10M
End-of-year total assets ($M) among Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income-$663K
Employer EIN742699489
Plan Effective Date1994-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis, Hutchinson & Wilkerson, LLC)

Sponsor-wide plan assets over time

All Davis, Hutchinson & Wilkerson, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 5.697266860076438% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M 202220232024 $10.2M $10.8M ▲ +5.7%
Year Plans Participants Total Assets
2022 1 16 $10M
2023 1 15 $10M
2024 1 14 $11M

Nearby 401(k) Plans in Texas

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

Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan, Total assets ($B): 0.009511963 · Participants: 15Davis, Hutchinson & Wilkerson, LLC Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan side-by-side with 3 peers →

Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dia Center for the Arts, Inc. 401(k) Savings Plan in NY ($10M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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, Hutchinson & Wilkerson, LLC Profit Sharing Plan assets move in 2023? ▼
Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan pulled back noticeably - down 6.5% during 2023, from $10M to $10M. Reported net income was -$663K.
How have Davis, Hutchinson & Wilkerson, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis, Hutchinson & Wilkerson, LLC's sponsor-wide assets grew 5.7%, from $10M to $11M.
Which 401(k) plans are similar in size to Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dia Center for the Arts, Inc. 401(k) Savings Plan in NY ($10M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Davis, Hutchinson & Wilkerson, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 742699489.

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.