401(k) · DOL Form 5500 · 2023

Davies & Monahan, P.C. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
6
Participants Small participant base
45th
Percentile by assets National rank
$878,423
Avg per participant High balance/head
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Official DOL plan name: Davies & Monahan, P.C. Retirement Plan · Sponsored by Davies & Monahan, P.C. · Massachusetts · Professional & Technical Services

$5M in assets, 6 participants

Davies & Monahan, P.C.'s Davies & Monahan, P.C. Retirement Plan reported $5M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,793 in Professional & Technical Services (20,321 peers)

Davies & Monahan, P.C. multi-year trail

Davies & Monahan, P.C.'s plans moved +48.0% in assets from 2022 to 2024; this filing shows Davies & Monahan, P.C. Retirement Plan at $5M / 6 participants.

#8,793
in Professional & Technical Services (20,321 peers)
+23.5%
assets growth YoY

Davies & Monahan, P.C. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Davies & Monahan, P.C. Retirement Plan vs every filed plan by assets

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

$5,270,539 45th percentile higher than 45% 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

Davies & Monahan, P.C. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davies & Monahan, P.C. Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davies & Monahan, P.C. Retirement Plan reported net income rose from -$679K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Davies & Monahan, P.C. Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Davies & Monahan, P.C. Retirement Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043245662 · Davies & Monahan, P.C. PY 2023 · 401(k)

Davies & Monahan, P.C. Retirement Plan · $5M · 6 · 45th

  • IND $5M
  • EOY 6
  • 5500 45th
  • ASSETS 401(k)
  • PCT near Integrated Solutions Group, Inc. 401(k) Profit Sharing Plan
  • EIN ind #8793

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 Massachusetts →

Davies & Monahan, P.C. Retirement Plan in the asset neighbourhood

Davies & Monahan, P.C. Retirement PlanDavies & Monahan, P.C. Retir…$5MIntegrated Solutions Group, Inc. 401(k) Profit Sharing PlanIntegrated Solutions Group, …$5MOur Home, Inc. 401(k) Profit Sharing PlanOur Home, Inc. 401(k) Profit…$5MEpiscopal Community Services of the Diocese of Pennsylvania 401(k) Savings PlanEpiscopal Community Services…$5MFrank Perez-Siam, P.a. Profit Sharing 401(k) PlanFrank Perez-Siam, P.a. Profi…$5M
End-of-year total assets ($M) among Davies & Monahan, P.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Davies & Monahan, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Davies & Monahan, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 47.99516032365453% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.27M $6.31M ▲ +47.8%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 6 $5M
2024 1 6 $6M

Davies & Monahan, P.C. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN043245662
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Davies & Monahan, P.C. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Davies & Monahan, P.C. Retirement Plan, Total assets ($B): 0.005270539 · Participants: 6Davies & Monahan, P.C. Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Davies & Monahan, P.C. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Davies & Monahan, P.C. Retirement Plan side-by-side with 3 peers →

Davies & Monahan, P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Integrated Solutions Group, Inc. 401(k) Profit Sharing Plan in KS ($5M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Davies & Monahan, P.C. Retirement Plan assets move in 2023? ▼
Davies & Monahan, P.C. Retirement Plan grew sharply - up 23.5% during 2023, from $4M to $5M. Reported net income was $1M.
How have Davies & Monahan, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davies & Monahan, P.C.'s sponsor-wide assets grew 48.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Davies & Monahan, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integrated Solutions Group, Inc. 401(k) Profit Sharing Plan in KS ($5M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Davies & Monahan, P.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 043245662.

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.