401(k) · DOL Form 5500 · 2023

Davis Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
121
Participants Small participant base
78th
Percentile by assets National rank
$221,633
Avg per participant Above avg balance/head
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Official DOL plan name: The Davis Companies 401(k) Plan · Sponsored by Davis Management Company, LLC · Massachusetts · Real Estate

$27M in assets, 121 participants

Davis Management Company, LLC's The Davis Companies 401(k) Plan reported $27M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,254 in Real Estate (4,727 peers)

Coverage in Massachusetts

The Davis Companies 401(k) Plan covers 121 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $27M.

#4,254
in Real Estate (4,727 peers)
+21.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Davis Companies 401(k) Plan's outsized position by total assets

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

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

$26,817,541 Top 22% higher than 78% 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) 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) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Davis Companies 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Davis Companies 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • The Davis Companies 401(k) Plan reported participants rose from 116 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 262592013 · Davis Management Company, LLC PY 2023 · 401(k)

The Davis Companies 401(k) Plan · $27M · 121 · 78th

  • BOOK $27M
  • VS-ST 121
  • BOY 78th
  • SCH 401(k)
  • EBSA near Lcy Elastomers Savings & Profit Sharing Plan
  • PART ind #4254

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 Real Estate retirement plans → · Plans in Massachusetts →

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

The Davis Companies 401(k) PlanThe Davis Companies 401(k) P…$27MLcy Elastomers Savings & Profit Sharing PlanLcy Elastomers Savings & Pro…$27MFirstbank Southwest 401(k) & Profit Sharing PlanFirstbank Southwest 401(k) &…$27MLakeshore Beverage 401(k) PlanLakeshore Beverage 401(k) Pl…$27MAndrews Federal Credit Union 401(k) PlanAndrews Federal Credit Union…$27M
End-of-year total assets ($M) among The Davis Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN262592013
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis Management Company, LLC)

Sponsor-wide plan assets over time

All Davis Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 33.44719054622368% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22M $29.4M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 116 $22M
2023 1 121 $27M
2024 1 116 $29M

Nearby 401(k) Plans in Massachusetts

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

The Davis Companies 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Davis Companies 401(k) Plan, Total assets ($B): 0.026817541 · Participants: 121The Davis Companies 401(k) 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) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Davis Companies 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Lcy Elastomers Savings & Profit Sharing Plan in TX ($27M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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) Plan assets move in 2023? ▼
The Davis Companies 401(k) Plan grew sharply - up 21.9% during 2023, from $22M to $27M. Reported net income was $5M.
How have Davis Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis Management Company, LLC's sponsor-wide assets grew 33.4%, from $22M to $29M.
Where does The Davis Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
The Davis Companies 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Davis Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lcy Elastomers Savings & Profit Sharing Plan in TX ($27M, 87 participants).
Which 401(k) plans cover a similar participant headcount to The Davis Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 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 262592013.

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.