401(k) · DOL Form 5500 · 2023

B.a. Davis Consulting, LLC 401(k) Plan

Data updated 2026-08-25

$9K
Total assets Small plan by assets
1
Participants Small participant base
1st
Percentile by assets National rank
$8,724
Avg per participant Low balance/head
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Official DOL plan name: B.a. Davis Consulting, LLC 401(k) Plan · Sponsored by B.a. Davis Consulting, LLC · Montana · Professional & Technical Services

$9K in assets, 1 participants

B.a. Davis Consulting, LLC's B.a. Davis Consulting, LLC 401(k) Plan reported $9K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

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

B.a. Davis Consulting, LLC multi-year trail

B.a. Davis Consulting, LLC's plans moved -92.9% in assets from 2022 to 2024; this filing shows B.a. Davis Consulting, LLC 401(k) Plan at $9K / 1 participant.

#264
in Professional & Technical Services (20,321 peers)
-98.6%
assets change YoY

B.a. Davis Consulting, LLC 401(k) Plan among the smaller filed plans by assets

B.a. Davis Consulting, LLC 401(k) Plan vs every filed plan by assets

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

$8,724 1st percentile higher than 1% 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

B.a. Davis Consulting, LLC 401(k) 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. B.a. Davis Consulting, LLC 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • B.a. Davis Consulting, LLC 401(k) Plan reported net income rose from -$75K in the plan year 2022 filing to $37K in the plan year 2023 filing.
  • B.a. Davis Consulting, LLC 401(k) Plan end-of-year assets fell from $636K in the plan year 2022 filing to $9K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 822026418 · B.a. Davis Consulting, LLC PY 2023 · 401(k)

B.a. Davis Consulting, LLC 401(k) Plan · $9K · 1 · 1st

  • BOOK $9K
  • BOOK 1
  • BOOK 1st
  • BOOK 401(k)
  • BOOK near Ccmb Investments, Inc. 401(k) Plan
  • BOOK ind #264

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 Montana →

B.a. Davis Consulting, LLC 401(k) Plan in the asset neighbourhood

B.a. Davis Consulting, LLC 401(k) PlanB.a. Davis Consulting, LLC 4…$9KCcmb Investments, Inc. 401(k) PlanCcmb Investments, Inc. 401(k…$9KJoint Venture Partners, Inc. 401(k) PlanJoint Venture Partners, Inc.…$9KBgm Ventures Inc. 401(k) Plan$9KBm 401(k)$9K
End-of-year total assets ($M) among B.a. Davis Consulting, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

B.a. Davis Consulting, LLC multi-year asset trail

Sponsor-wide plan assets over time

All B.a. Davis Consulting, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45K 92.86283509246233% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.64M $0.05M ▼ -92.2%
Year Plans Participants Total Assets
2022 1 1 $636K
2023 1 1 $9K
2024 1 1 $45K

B.a. Davis Consulting, LLC filing trail (2023)

Total Assets (Beginning of Year)$636K
Net Assets (End of Year)$9K
Net Income$37K
Employer EIN822026418
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

B.a. Davis Consulting, LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants B.a. Davis Consulting, LLC 401(k) Plan, Total assets ($M): 0.008724 · Participants: 1B.a. Davis Consulting, LLC 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
B.a. Davis Consulting, LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare B.a. Davis Consulting, LLC 401(k) Plan side-by-side with 3 peers →

B.a. Davis Consulting, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Ccmb Investments, Inc. 401(k) Plan in OK ($9K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 B.a. Davis Consulting, LLC 401(k) Plan assets move in 2023? ▼
B.a. Davis Consulting, LLC 401(k) Plan contracted severely - down 98.6% during 2023, from $636K to $9K. Reported net income was $37K.
How have B.a. Davis Consulting, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), B.a. Davis Consulting, LLC's sponsor-wide assets declined 92.9%, from $636K to $45K.
Where does B.a. Davis Consulting, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
B.a. Davis Consulting, LLC 401(k) Plan ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to B.a. Davis Consulting, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ccmb Investments, Inc. 401(k) Plan in OK ($9K, 1 participant).
Which 401(k) plans cover a similar participant headcount to B.a. Davis Consulting, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 822026418.

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.