401(k) · DOL Form 5500 · 2023

Davis Davis and Associates 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 7
Participants Small participant base: 37th
Percentile by assets National rank: $456,634
Avg per participant High balance/head

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Official DOL plan name: Davis Davis and Associates Retirement Plan · Sponsored by Davis Davis and Associates · Pennsylvania · Professional & Technical Services

$3M in assets, 7 participants

Davis Davis and Associates's Davis Davis and Associates Retirement Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

#6,815 in Professional & Technical Services (20,321 peers)

Davis Davis and Associates multi-year trail

Davis Davis and Associates's plans moved +37.9% in assets from 2022 to 2024; this filing shows Davis Davis and Associates Retirement Plan at $3M / 7 participants.

#6,815
in Professional & Technical Services (20,321 peers): +17.3%
assets growth YoY

Davis Davis and Associates Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Davis Davis and Associates Retirement Plan vs every filed plan by assets

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

$3,196,440 37th percentile higher than 37% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Davis Davis and Associates 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. Davis Davis and Associates Retirement Plan is a micro filing (7 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Davis Davis and Associates Retirement Plan reported net income rose from -$287K in the plan year 2022 filing to $471K in the plan year 2023 filing.
Davis Davis and Associates Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251443981 · Davis Davis and Associates PY 2023 · 401(k)

Davis Davis and Associates Retirement Plan · $3M · 7 · 37th

VS-ST $3M
VS-ST 7
VS-ST 37th
VS-ST 401(k)
VS-ST near Bay Mechanical, Inc. 401(k) Plan
VS-ST ind #6815

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among Davis Davis and Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Davis Davis and Associates multi-year asset trail

Latest sponsor-wide plan assets: $4M 37.942050465547986% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	7	$3M
2023	1	7	$3M
2024	1	8	$4M

Davis Davis and Associates filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$471K
Employer EIN	251443981
Plan Effective Date	1989-03-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Davis Davis and Associates Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Davis Davis and Associates Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Bay Mechanical, Inc. 401(k) Plan in VA ($3M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Bay Mechanical, Inc. 401(k) Plan (VA) $3M · 42
Noetic Strategies, Inc. 401(k) Profit Sharing Plan (AL) $3M · 52
Gregory J. Wiener, M.D., P.C. Ct 401(k) Profit Sharing Plan (CA) $3M · 8
P a Dabir Dds & Z E S Cuisia D 401(k) Profit Sharing Plan & Trust (CA) $3M · 30

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

Asana Biosciences, LLC 401(k) Plan (NJ) 7 · 0 off
Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
Marietta Railroad Properties, Inc. 401(k) Plan (NY) 7 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 7 · 0 off

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 Davis and Associates Retirement Plan assets move in 2023? ▼

Davis Davis and Associates Retirement Plan grew sharply - up 17.3% during 2023, from $3M to $3M. Reported net income was $471K.

How have Davis Davis and Associates plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Davis Davis and Associates's sponsor-wide assets grew 37.9%, from $3M to $4M.

Which 401(k) plans are similar in size to Davis Davis and Associates Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bay Mechanical, Inc. 401(k) Plan in VA ($3M, 42 participants).

Which 401(k) plans cover a similar participant headcount to Davis Davis and Associates Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 251443981.