401(k) · DOL Form 5500 · 2023

Davis+Gilbert LLP 401(k) Plan

Data updated 2026-08-11

$132M
Total assets: 132
Participants: 93rd
Percentile by assets: $996,438
Avg per participant

Official DOL plan name: Davis+Gilbert LLP Profit Sharing Retirement Plan · Sponsored by Davis+Gilbert LLP · New York · Professional & Technical Services

$132M in assets, 132 participants

Davis+Gilbert LLP's Davis+Gilbert LLP Profit Sharing Retirement Plan reported $132M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#19,134 in Professional & Technical Services (20,321 peers)

Coverage in New York

Davis+Gilbert LLP Profit Sharing Retirement Plan covers 132 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $132M.

$132M
total plan assets (2023 EOY): 132
covered participants: 93rd
percentile by assets (of 127,072 plans): $996,438
avg assets per participant

Where Davis+Gilbert LLP Profit Sharing Retirement Plan sits by total assets

Davis+Gilbert LLP Profit Sharing Retirement Plan vs every filed plan by assets

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

$131,529,875 Top 7% higher than 93% 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+Gilbert LLP Profit Sharing Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Davis+Gilbert LLP Profit Sharing Retirement Plan end-of-year assets rose from $109M in the plan year 2022 filing to $132M in the plan year 2023 filing.
Davis+Gilbert LLP Profit Sharing Retirement Plan reported participants fell from 134 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Davis+Gilbert LLP Profit Sharing Retirement Plan reports 132 participants - about 17% of that state average ($132M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$109M
Net Assets (End of Year)	$132M
Net Income	$22M
Employer EIN	131504385
Plan Effective Date	1973-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Davis+Gilbert LLP)

Total plan assets by year, all Davis+Gilbert LLP plans on file

Year	Plans	Participants	Total Assets
2022	1	134	$109M
2023	1	132	$132M
2024	1	133	$149M

Nearby 401(k) Plans in New York

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

Davis+Gilbert LLP Profit Sharing Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Davis+Gilbert LLP Profit Sharing Retirem… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Davis+Gilbert LLP Profit Sharing Retirement Plan by total assets, not by location.

Cci Retirement Savings Plan (CT) $132M · 246
Boomi, LP 401(k) Plan (PA) $132M · 972
Rec Silicon, Inc. 401(k) and Savings Plan (WA) $132M · 355
Willdan Group, Inc 401(k) Plan (CA) $132M · 1,508

Frequently Asked Questions

How did Davis+Gilbert LLP Profit Sharing Retirement Plan assets move in 2023? ▼

Davis+Gilbert LLP Profit Sharing Retirement Plan grew sharply - up 20.3% during 2023, from $109M to $132M. Reported net income was $22M.

How have Davis+Gilbert LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Davis+Gilbert LLP's sponsor-wide assets grew 36.5%, from $109M to $149M.

Where does Davis+Gilbert LLP Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼

Davis+Gilbert LLP Profit Sharing Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Davis+Gilbert LLP Profit Sharing Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cci Retirement Savings Plan in CT ($132M, 246 participants).

Next read for Davis+Gilbert LLP Profit Sharing Retirem…

Filing takeaways

Ways to act on Davis+Gilbert LLP Profit Sharing Retirement Plan's numbers.

By total assets, Davis+Gilbert LLP Profit Sharing Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Davis+Gilbert LLP's sponsor-wide assets have grown 36.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 131504385.