Profit Sharing · DOL Form 5500 · 2023

Davekim Family Inc. Profit Sharing Plan

Data updated 2026-08-25

$851K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$425,588
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Davekim Family Inc. Retirement Plan · Sponsored by Davekim Family Inc. · South Carolina · Other Services

$851K in assets, 2 participants

Davekim Family Inc.'s Davekim Family Inc. Retirement Plan reported $851K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,621 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Davekim Family Inc. Retirement Plan ranks #3,621 of 7,857 2023 filers by assets (2358% of the sector average)-$851K for 2 participants.

#3,621
in Other Services (7,857 peers)
+35.7%
assets growth YoY

Davekim Family Inc. Retirement Plan among the smaller filed plans by assets

Davekim Family Inc. Retirement Plan vs every filed plan by assets

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

$851,176 22nd percentile higher than 22% 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

Davekim Family Inc. 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. Davekim Family Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davekim Family Inc. Retirement Plan end-of-year assets rose from $627K in the plan year 2022 filing to $851K in the plan year 2023 filing.
  • Davekim Family Inc. Retirement Plan reported net income fell from $327K in the plan year 2022 filing to $224K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 871158249 · Davekim Family Inc. PY 2023 · Profit Sharing

Davekim Family Inc. Retirement Plan · $851K · 2 · 22nd

  • 5500 $851K
  • 5500 2
  • 5500 22nd
  • 5500 Profit Sharing
  • 5500 near Hawaii Premier Investments Inc. Pension Transfer Trust Plan
  • 5500 ind #3621

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 South Carolina →

Davekim Family Inc. Retirement Plan in the asset neighbourhood

Davekim Family Inc. Retirement PlanDavekim Family Inc. Retireme…$851KHawaii Premier Investments Inc. Pension Transfer Trust PlanHawaii Premier Investments I…$851KBay Area Endodontics, LLC Profit Sharing PlanBay Area Endodontics, LLC Pr…$851KDunleavy Financial Management, Inc. Retirement PlanDunleavy Financial Managemen…$851KForen and Glaser Profit Sharing PlanForen and Glaser Profit Shar…$851K
End-of-year total assets ($M) among Davekim Family Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$627K
Net Assets (End of Year)$851K
Net Income$224K
Employer EIN871158249
Plan Effective Date2021-06-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Davekim Family Inc.)

Sponsor-wide plan assets over time

All Davekim Family Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 134.3306019640352% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.63M $1.47M ▲ +133.3%
Year Plans Participants Total Assets
2022 1 2 $627K
2023 1 2 $851K
2024 1 6 $1M

Nearby Profit Sharing Plans in South Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Davekim Family Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Davekim Family Inc. Retirement Plan, Total assets ($B): 0.000851176 · Participants: 2Davekim Family Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 1.879344092 · Participants: 28745Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.756341776 · Participants: 2510Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.221764297 · Participants: 2301Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.215941695 · Participants: 1515Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.044780532 · Participants: 197Usc School of Medicine Educational Trust Retirement Plan
Davekim Family Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Davekim Family Inc. Retirement Plan side-by-side with 3 peers →

Davekim Family Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Hawaii Premier Investments Inc. Pension Transfer Trust Plan in HI ($851K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Davekim Family Inc. Retirement Plan assets move in 2023? ▼
Davekim Family Inc. Retirement Plan surged - up 35.7% during 2023, from $627K to $851K. Reported net income was $224K.
How have Davekim Family Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davekim Family Inc.'s sponsor-wide assets grew 134.3%, from $627K to $1M.
Where does Davekim Family Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Davekim Family Inc. Retirement Plan ranks in the 22nd 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 Profit Sharing plans are similar in size to Davekim Family Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hawaii Premier Investments Inc. Pension Transfer Trust Plan in HI ($851K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Davekim Family Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 871158249.

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.