401(k) · DOL Form 5500 · 2023

Davidson, Wren & Demasters, P.a. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
34th
Percentile by assets National rank
$326,742
Avg per participant High balance/head
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Official DOL plan name: Davidson, Wren & Demasters, P.a. 401(k) Psp · Sponsored by Davidson, Wren & Demasters, P.a. · South Carolina · Professional & Technical Services

$3M in assets, 8 participants

Davidson, Wren & Demasters, P.a.'s Davidson, Wren & Demasters, P.a. 401(k) Psp reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,175 in Professional & Technical Services (20,321 peers)

Davidson, Wren & Demasters, P.a. multi-year trail

Davidson, Wren & Demasters, P.a.'s plans moved -20.2% in assets from 2022 to 2024; this filing shows Davidson, Wren & Demasters, P.a. 401(k) Psp at $3M / 8 participants.

#6,175
in Professional & Technical Services (20,321 peers)
-16.9%
assets change YoY

The plan reported a net loss of $531K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Davidson, Wren & Demasters, P.a. 401(k) Psp's mid-pack asset rank among Professional & Technical Services and all filers

Davidson, Wren & Demasters, P.a. 401(k) Psp vs every filed plan by assets

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

$2,613,935 34th percentile higher than 34% 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

Davidson, Wren & Demasters, P.a. 401(k) Psp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davidson, Wren & Demasters, P.a. 401(k) Psp is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davidson, Wren & Demasters, P.a. 401(k) Psp end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Davidson, Wren & Demasters, P.a. 401(k) Psp reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Davidson, Wren & Demasters, P.a. 401(k) Psp reported net income rose from -$596K in the plan year 2022 filing to -$531K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 562066790 · Davidson, Wren & Demasters, P.a. PY 2023 · 401(k)

Davidson, Wren & Demasters, P.a. 401(k) Psp · $3M · 8 · 34th

  • IND $3M
  • EOY 8
  • 5500 34th
  • ASSETS 401(k)
  • PCT near Retirement Income Security Plan-Jane Marketplace, LLC
  • EIN ind #6175

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 South Carolina →

Davidson, Wren & Demasters, P.a. 401(k) Psp in the asset neighbourhood

Davidson, Wren & Demasters, P.a. 401(k) PspDavidson, Wren & Demasters, …$3MRetirement Income Security Plan-Jane Marketplace, LLCRetirement Income Security P…$3MGlencroft Retirement Community Employee 401(k) Savings PlanGlencroft Retirement Communi…$3MCecil Bank Employees' Savings & Profit Sharing Plan & TrustCecil Bank Employees' Saving…$3MTucker Development Corporation 401(k) PlanTucker Development Corporati…$3M
End-of-year total assets ($M) among Davidson, Wren & Demasters, P.a. 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Davidson, Wren & Demasters, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Davidson, Wren & Demasters, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.23794532065886% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $3.14M $2.51M ▼ -20.1%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 8 $3M
2024 1 7 $3M

Davidson, Wren & Demasters, P.a. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$531K
Employer EIN562066790
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Davidson, Wren & Demasters, P.a. 401(k) Psp vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Davidson, Wren & Demasters, P.a. 401(k) Psp, Total assets ($B): 0.002613935 · Participants: 8Davidson, Wren & Demasters, P.a. 401(k) PspMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Davidson, Wren & Demasters, P.a. 401(k) Psp vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Davidson, Wren & Demasters, P.a. 401(k) Psp side-by-side with 3 peers →

Davidson, Wren & Demasters, P.a. 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Retirement Income Security Plan-Jane Marketplace, LLC in UT ($3M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Davidson, Wren & Demasters, P.a. 401(k) Psp assets move in 2023? ▼
Davidson, Wren & Demasters, P.a. 401(k) Psp declined sharply - down 16.9% during 2023, from $3M to $3M. Reported net income was -$531K.
How have Davidson, Wren & Demasters, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davidson, Wren & Demasters, P.a.'s sponsor-wide assets declined 20.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Davidson, Wren & Demasters, P.a. 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Income Security Plan-Jane Marketplace, LLC in UT ($3M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Davidson, Wren & Demasters, P.a. 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 562066790.

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.