401(k) · DOL Form 5500 · 2023

Davenport Realty Trust 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
176
Participants Small participant base
71st
Percentile by assets National rank
$101,647
Avg per participant Below avg balance/head
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Official DOL plan name: Davenport Companies 401(k) Profit Sharing Plan · Sponsored by Davenport Realty Trust · Massachusetts · Real Estate

$18M in assets, 176 participants

Davenport Realty Trust's Davenport Companies 401(k) Profit Sharing Plan reported $18M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,024 in Real Estate (4,727 peers)

Coverage in Massachusetts

Davenport Companies 401(k) Profit Sharing Plan covers 176 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#4,024
in Real Estate (4,727 peers)
+6.5%
assets growth YoY

Davenport Companies 401(k) Profit Sharing Plan's outsized position by total assets

Davenport Companies 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,889,918 Top 29% higher than 71% 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

Davenport Companies 401(k) Profit Sharing 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. Davenport Companies 401(k) Profit Sharing Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davenport Companies 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Davenport Companies 401(k) Profit Sharing Plan reported participants rose from 156 in the plan year 2022 filing to 176 in the plan year 2023 filing.
  • Davenport Companies 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042208671 · Davenport Realty Trust PY 2023 · 401(k)

Davenport Companies 401(k) Profit Sharing Plan · $18M · 176 · 71st

  • PHOTO $18M
  • IND 176
  • EOY 71st
  • 5500 401(k)
  • ASSETS near Harper & Pearson Company Savings and Profit Sharing Plan
  • PCT ind #4024

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 →

Davenport Companies 401(k) Profit Sharing Plan in the asset neighbourhood

Davenport Companies 401(k) Profit Sharing PlanDavenport Companies 401(k) P…$18MHarper & Pearson Company Savings and Profit Sharing PlanHarper & Pearson Company Sav…$18MXl Scientific, LLC. 401(k) Profit Sharing PlanXl Scientific, LLC. 401(k) P…$18MTritech Marketing 401(k) Plan$18MTigerconnect, Inc. 401(k) PlanTigerconnect, Inc. 401(k) Pl…$18M
End-of-year total assets ($M) among Davenport Companies 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN042208671
Plan Effective Date1964-01-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Davenport Realty Trust)

Sponsor-wide plan assets over time

All Davenport Realty Trust plans reported in each filing year

Latest sponsor-wide plan assets
$20M 17.745083713263536% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $16.8M $19.8M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 156 $17M
2023 1 176 $18M
2024 1 173 $20M

Nearby 401(k) Plans in Massachusetts

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

Davenport Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Davenport Companies 401(k) Profit Sharing Plan, Total assets ($B): 0.017889918 · Participants: 176Davenport Companies 401(k) Profit Sharing 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
Davenport Companies 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Davenport Companies 401(k) Profit Sharing Plan side-by-side with 3 peers →

Davenport Companies 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Harper & Pearson Company Savings and Profit Sharing Plan in TX ($18M); by covered participants it is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Davenport Companies 401(k) Profit Sharing Plan assets move in 2023? ▼
Davenport Companies 401(k) Profit Sharing Plan grew at a solid clip - up 6.5% during 2023, from $17M to $18M. Reported net income was $1M.
How have Davenport Realty Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davenport Realty Trust's sponsor-wide assets grew 17.7%, from $17M to $20M.
Which 401(k) plans are similar in size to Davenport Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harper & Pearson Company Savings and Profit Sharing Plan in TX ($18M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Davenport Companies 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Red Nucleus Solutions 401(k) Retirement Plan in PA (176 participants, $18M 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 042208671.

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.