401(k) · DOL Form 5500 · 2023

Davidson Chevrolet, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
270
Participants Below avg headcount
66th
Percentile by assets National rank
$53,613
Avg per participant Low balance/head
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Official DOL plan name: Davidson Group, Inc. 401(k) Plan · Sponsored by Davidson Chevrolet, Inc. · New York · Retail Trade

$14M in assets, 270 participants

Davidson Chevrolet, Inc.'s Davidson Group, Inc. 401(k) Plan reported $14M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,493 in Retail Trade (8,414 peers)

Coverage in New York

Davidson Group, Inc. 401(k) Plan covers 270 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $14M.

#6,493
in Retail Trade (8,414 peers)
+18.4%
assets growth YoY

Davidson Group, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Davidson Group, Inc. 401(k) Plan vs every filed plan by assets

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

$14,475,484 Top 34% higher than 66% 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 Group, Inc. 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. Davidson Group, Inc. 401(k) Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davidson Group, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Davidson Group, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Davidson Group, Inc. 401(k) Plan reported participants fell from 284 in the plan year 2022 filing to 270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161230125 · Davidson Chevrolet, Inc. PY 2023 · 401(k)

Davidson Group, Inc. 401(k) Plan · $14M · 270 · 66th

  • VS-ST $14M
  • BOY 270
  • SCH 66th
  • EBSA 401(k)
  • PART near Alpha Corporation 401(k) Retirement Plan
  • TYPE ind #6493

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 Retail Trade retirement plans → · Plans in New York →

Davidson Group, Inc. 401(k) Plan in the asset neighbourhood

Davidson Group, Inc. 401(k) PlanDavidson Group, Inc. 401(k) …$14MCombi Packaging Systems, LLC Pension PlanCombi Packaging Systems, LLC…$14MAlpha Corporation 401(k) Retirement PlanAlpha Corporation 401(k) Ret…$14MRc Andersen, LLC 401(k) Profit Sharing PlanRc Andersen, LLC 401(k) Prof…$14MPartners Capital Investment Group, LLP 401(k) PlanPartners Capital Investment …$14M
End-of-year total assets ($M) among Davidson Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN161230125
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davidson Chevrolet, Inc.)

Sponsor-wide plan assets over time

All Davidson Chevrolet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 39.14002848059075% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.2M $17M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 284 $12M
2023 1 270 $14M
2024 1 288 $17M

Nearby 401(k) Plans in New York

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

Davidson Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Davidson Group, Inc. 401(k) Plan, Total assets ($B): 0.014475484 · Participants: 270Davidson Group, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Davidson Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Davidson Group, Inc. 401(k) Plan side-by-side with 3 peers →

Davidson Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Alpha Corporation 401(k) Retirement Plan in VA ($14M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Group, Inc. 401(k) Plan assets move in 2023? ▼
Davidson Group, Inc. 401(k) Plan grew sharply - up 18.4% during 2023, from $12M to $14M. Reported net income was $2M.
How have Davidson Chevrolet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davidson Chevrolet, Inc.'s sponsor-wide assets grew 39.1%, from $12M to $17M.
Which 401(k) plans are similar in size to Davidson Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alpha Corporation 401(k) Retirement Plan in VA ($14M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Davidson Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (270 participants, $3M 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 161230125.

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.