401(k) · DOL Form 5500 · 2023

Davis Selected Advisers, L.P. 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
121
Participants Small participant base
89th
Percentile by assets National rank
$615,664
Avg per participant High balance/head
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Official DOL plan name: Davis Selected Advisers, L.P. 401(k) Plan · Sponsored by Davis Selected Advisers, L.P. · Arizona · Finance & Insurance

$74M in assets, 121 participants

Davis Selected Advisers, L.P.'s Davis Selected Advisers, L.P. 401(k) Plan reported $74M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,376 in Finance & Insurance (8,869 peers)

Coverage in Arizona

Davis Selected Advisers, L.P. 401(k) Plan covers 121 participants in Arizona, about 21% of the average Arizona filer (state average ~564 per filing). Assets: $74M.

#7,376
in Finance & Insurance (8,869 peers)
+16.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Davis Selected Advisers, L.P. 401(k) Plan's outsized position by total assets

Davis Selected Advisers, L.P. 401(k) Plan vs every filed plan by assets

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

$74,495,374 Top 11% higher than 89% 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

Davis Selected Advisers, L.P. 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. Davis Selected Advisers, L.P. 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

  • Davis Selected Advisers, L.P. 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Davis Selected Advisers, L.P. 401(k) Plan end-of-year assets rose from $64M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • Davis Selected Advisers, L.P. 401(k) Plan reported participants fell from 129 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 850360310 · Davis Selected Advisers, L.P. PY 2023 · 401(k)

Davis Selected Advisers, L.P. 401(k) Plan · $74M · 121 · 89th

  • BOOK $74M
  • VS-ST 121
  • BOY 89th
  • SCH 401(k)
  • EBSA near Vaughn Industries, LLC 401(k) Profit Sharing Plan
  • PART ind #7376

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 Arizona →

Davis Selected Advisers, L.P. 401(k) Plan in the asset neighbourhood

Ai-Cares Retirement Savings PlanAi-Cares Retirement Savings …$75MDavis Selected Advisers, L.P. 401(k) PlanDavis Selected Advisers, L.P…$74MVaughn Industries, LLC 401(k) Profit Sharing PlanVaughn Industries, LLC 401(k…$75MKeyes Motors, Inc. Profit Sharing PlanKeyes Motors, Inc. Profit Sh…$74MAti Flight Crew Member 401(k) PlanAti Flight Crew Member 401(k…$74M
End-of-year total assets ($M) among Davis Selected Advisers, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$74M
Net Income$11M
Employer EIN850360310
Plan Effective Date1979-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis Selected Advisers, L.P.)

Sponsor-wide plan assets over time

All Davis Selected Advisers, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 37.725401252300884% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.7M $87.8M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 129 $64M
2023 1 121 $74M
2024 1 119 $88M

Nearby 401(k) Plans in Arizona

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

Davis Selected Advisers, L.P. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Davis Selected Advisers, L.P. 401(k) Plan, Total assets ($B): 0.074495374 · Participants: 121Davis Selected Advisers, L.P. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Davis Selected Advisers, L.P. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Davis Selected Advisers, L.P. 401(k) Plan side-by-side with 3 peers →

Davis Selected Advisers, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Vaughn Industries, LLC 401(k) Profit Sharing Plan in OH ($75M); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

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 Davis Selected Advisers, L.P. 401(k) Plan assets move in 2023? ▼
Davis Selected Advisers, L.P. 401(k) Plan grew sharply - up 16.9% during 2023, from $64M to $74M. Reported net income was $11M.
How have Davis Selected Advisers, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis Selected Advisers, L.P.'s sponsor-wide assets grew 37.7%, from $64M to $88M.
Where does Davis Selected Advisers, L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼
Davis Selected Advisers, L.P. 401(k) Plan ranks in the 89th 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 Davis Selected Advisers, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vaughn Industries, LLC 401(k) Profit Sharing Plan in OH ($75M, 679 participants).
Which 401(k) plans cover a similar participant headcount to Davis Selected Advisers, L.P. 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 850360310.

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.