401(k) · DOL Form 5500 · 2023

The Davis Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
786
Participants Near avg headcount
49th
Percentile by assets National rank
$8,116
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Davis Companies 401(k) Retirement Plan · Sponsored by The Davis Companies, Inc. · Massachusetts · Other Services

$6M in assets, 786 participants

The Davis Companies, Inc.'s The Davis Companies 401(k) Retirement Plan reported $6M in total assets and 786 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,467 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, The Davis Companies 401(k) Retirement Plan ranks #5,467 of 7,857 2023 filers by assets (315% of the sector average)-$6M for 786 participants.

#5,467
in Other Services (7,857 peers)
+22.6%
assets growth YoY

The Davis Companies 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers

The Davis Companies 401(k) Retirement Plan vs every filed plan by assets

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

$6,379,450 49th percentile higher than 49% 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

The Davis Companies 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Davis Companies 401(k) Retirement Plan sits mid-pack in the medium band (786 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Davis Companies 401(k) Retirement Plan reported net income rose from -$658K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Davis Companies 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Davis Companies 401(k) Retirement Plan reported participants fell from 995 in the plan year 2022 filing to 786 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043184231 · The Davis Companies, Inc. PY 2023 · 401(k)

The Davis Companies 401(k) Retirement Plan · $6M · 786 · 49th

  • EOY $6M
  • 5500 786
  • ASSETS 49th
  • PCT 401(k)
  • EIN near Lively, Inc.
  • RANK ind #5467

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 Other Services retirement plans → · Plans in Massachusetts →

The Davis Companies 401(k) Retirement Plan in the asset neighbourhood

The Davis Companies 401(k) Retirement PlanThe Davis Companies 401(k) R…$6MLively, Inc.$6MGerbers Poultry, Inc. 401(k) PlanGerbers Poultry, Inc. 401(k)…$6MCargomatic, Inc. 401(k) Plan$6MCmd Agency Retirement Plan$6M
End-of-year total assets ($M) among The Davis Companies 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN043184231
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Davis Companies, Inc.)

Sponsor-wide plan assets over time

All The Davis Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.462282539687422% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.2M $6.69M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 995 $5M
2023 1 786 $6M
2024 1 588 $7M

Nearby 401(k) Plans in Massachusetts

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

The Davis Companies 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Davis Companies 401(k) Retirement Plan, Total assets ($B): 0.00637945 · Participants: 786The Davis Companies 401(k) 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
The Davis Companies 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Davis Companies 401(k) Retirement Plan side-by-side with 3 peers →

The Davis Companies 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Lively, Inc. in CA ($6M); by covered participants it is S.L. Nusbaum Realty Co. & Nmc 401(k) Plan in VA (786 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (786 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 The Davis Companies 401(k) Retirement Plan assets move in 2023? ▼
The Davis Companies 401(k) Retirement Plan grew sharply - up 22.6% during 2023, from $5M to $6M. Reported net income was $1M.
How have The Davis Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Davis Companies, Inc.'s sponsor-wide assets grew 28.5%, from $5M to $7M.
Which 401(k) plans are similar in size to The Davis Companies 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lively, Inc. in CA ($6M, 185 participants).
Which 401(k) plans cover a similar participant headcount to The Davis Companies 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is S.L. Nusbaum Realty Co. & Nmc 401(k) Plan in VA (786 participants, $29M 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 043184231.

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.