401(k) · DOL Form 5500 · 2023

Fletcher Davis, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
30th
Percentile by assets National rank
$459,352
Avg per participant High balance/head
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Official DOL plan name: Fletcher Davis, LLC 401(k) Profit Sharing Plan · Sponsored by Fletcher Davis, LLC · Florida · Finance & Insurance

$2M in assets, 4 participants

Fletcher Davis, LLC's Fletcher Davis, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,771 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Fletcher Davis, LLC 401(k) Profit Sharing Plan holds $2M for 4 participants - about $459,352 per participant, in the lower half of filed plans by assets.

#1,771
in Finance & Insurance (8,869 peers)
+7.0%
assets growth YoY

Fletcher Davis, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Fletcher Davis, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,837,409 30th percentile higher than 30% 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

Fletcher Davis, LLC 401(k) Profit Sharing 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. Fletcher Davis, LLC 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fletcher Davis, LLC 401(k) Profit Sharing Plan reported net income rose from -$691K in the plan year 2022 filing to $120K in the plan year 2023 filing.
  • Fletcher Davis, LLC 401(k) Profit Sharing Plan reported participants fell from 7 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Fletcher Davis, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200467159 · Fletcher Davis, LLC PY 2023 · 401(k)

Fletcher Davis, LLC 401(k) Profit Sharing Plan · $2M · 4 · 30th

  • TYPE $2M
  • TYPE 4
  • TYPE 30th
  • TYPE 401(k)
  • TYPE near Mcmillan Enterprises Retirement Plan
  • TYPE ind #1771

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 Finance & Insurance retirement plans → · Plans in Florida →

Fletcher Davis, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Fletcher Davis, LLC 401(k) Profit Sharing PlanFletcher Davis, LLC 401(k) P…$2MMcmillan Enterprises Retirement PlanMcmillan Enterprises Retirem…$2MInspired 401(k) Plan$2MThe Veterans Multi-Service Center, Inc. 401(k) Profit Sharing PlanThe Veterans Multi-Service C…$2MGino's Distributing, Inc. 401(k) PlanGino's Distributing, Inc. 40…$2M
End-of-year total assets ($M) among Fletcher Davis, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$120K
Employer EIN200467159
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fletcher Davis, LLC)

Sponsor-wide plan assets over time

All Fletcher Davis, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.268391005665846% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M 202220232024 $1.72M $1.64M ▼ -4.7%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 4 $2M
2024 1 4 $2M

Nearby 401(k) Plans in Florida

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

Fletcher Davis, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Fletcher Davis, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001837409 · Participants: 4Fletcher Davis, LLC 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Fletcher Davis, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fletcher Davis, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Mcmillan Enterprises Retirement Plan in CA ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Fletcher Davis, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Fletcher Davis, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 7.0% during 2023, from $2M to $2M. Reported net income was $120K.
How have Fletcher Davis, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fletcher Davis, LLC's sponsor-wide assets declined 4.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Fletcher Davis, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcmillan Enterprises Retirement Plan in CA ($2M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Fletcher Davis, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 200467159.

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.