Defined Benefit (Pension) · DOL Form 5500 · 2023

David & Associates Pension Plan

Data updated 2026-08-25

$114K
Total assets Small plan by assets
57
Participants Small participant base
7th
Percentile by assets National rank
$2,003
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: David & Associates Defined Benefit Pension Plan · Sponsored by David & Associates · Florida · Healthcare & Social Assistance

$114K in assets, 57 participants

David & Associates's David & Associates Defined Benefit Pension Plan reported $114K in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #864 in Healthcare & Social Assistance (17,684 peers)

David & Associates multi-year trail

David & Associates's plans moved -97.0% in assets from 2022 to 2023; this filing shows David & Associates Defined Benefit Pension Plan at $114K / 57 participants.

#864
in Healthcare & Social Assistance (17,684 peers)
-94.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David & Associates Defined Benefit Pension Plan among the smaller filed plans by assets

David & Associates Defined Benefit Pension Plan vs every filed plan by assets

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

$114,153 7th percentile higher than 7% 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

David & Associates Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David & Associates Defined Benefit Pension Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David & Associates Defined Benefit Pension Plan reported net income fell from -$19K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • David & Associates Defined Benefit Pension Plan end-of-year assets fell from $2M in the plan year 2022 filing to $114K in the plan year 2023 filing.
  • David & Associates Defined Benefit Pension Plan reported participants rose from 54 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592560185 · David & Associates PY 2023 · Defined Benefit (Pension)

David & Associates Defined Benefit Pension Plan · $114K · 57 · 7th

  • RANK $114K
  • PHOTO 57
  • IND 7th
  • EOY Defined Benefit (Pension)
  • 5500 near Chattem, Inc. Pension Plan
  • ASSETS ind #864

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

David & Associates Defined Benefit Pension Plan in the asset neighbourhood

Chattem, Inc. Pension Plan$117KUnited Optical Workers Local 408 Pension FundUnited Optical Workers Local…$119KTuthill Corporation Hourly Employees Pension PlanTuthill Corporation Hourly E…$121KLocal 74 Metal Spinners Retirement FundLocal 74 Metal Spinners Reti…$123KDavid & Associates Defined Benefit Pension PlanDavid & Associates Defined B…$114K
End-of-year total assets ($M) among David & Associates Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

David & Associates multi-year asset trail

Sponsor-wide plan assets over time

All David & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$114K 97.01285029395764% vs 2022
2023 filing year
$0M$2M$4M$6M 20222023 $3.82M $0.11M ▼ -97.1%
Year Plans Participants Total Assets
2022 2 107 $4M
2023 1 57 $114K

David & Associates filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$114K
Net Income-$2M
Employer EIN592560185
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

David & Associates Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants David & Associates Defined Benefit Pension Plan, Total assets ($B): 0.000114153 · Participants: 57David & Associates Defined Benefit Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
David & Associates Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare David & Associates Defined Benefit Pension Plan side-by-side with 3 peers →

David & Associates Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Chattem, Inc. Pension Plan in TN ($117K); by covered participants it is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (57 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($114K here).

Similar participant headcount

Nearest other-state filings by covered participants (57 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 David & Associates Defined Benefit Pension Plan assets move in 2023? ▼
David & Associates Defined Benefit Pension Plan contracted severely - down 94.7% during 2023, from $2M to $114K. Reported net income was -$2M.
How have David & Associates plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), David & Associates's sponsor-wide assets declined 97.0%, from $4M to $114K.
Where does David & Associates Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
David & Associates Defined Benefit Pension Plan ranks in the 7th 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 Defined Benefit (Pension) plans are similar in size to David & Associates Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chattem, Inc. Pension Plan in TN ($117K, 64 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to David & Associates Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (57 participants, $10M 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 592560185.

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.