401(k) · DOL Form 5500 · 2023

Davis Graham & Stubbs LLP 401(k) Plan

Data updated 2026-08-25

$156M
Total assets Near avg plan size
230
Participants Below avg headcount
94th
Percentile by assets National rank
$677,795
Avg per participant High balance/head
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Official DOL plan name: Davis Graham & Stubbs LLP Retirement Plan · Sponsored by Davis Graham & Stubbs LLP · Colorado · Professional & Technical Services

$156M in assets, 230 participants

Davis Graham & Stubbs LLP's Davis Graham & Stubbs LLP Retirement Plan reported $156M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,287 in Professional & Technical Services (20,321 peers)

Where Davis Graham & Stubbs LLP Retirement Plan sits by assets

Davis Graham & Stubbs LLP Retirement Plan sits in the top 10% of all filed plans by assets, $156M for 230 participants (~$677,795/participant), up 17.8% in 2023.

#19,287
in Professional & Technical Services (20,321 peers)
+17.8%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Davis Graham & Stubbs LLP Retirement Plan's outsized position by total assets

Davis Graham & Stubbs LLP Retirement Plan vs every filed plan by assets

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

$155,892,851 Top 6% higher than 94% 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

Davis Graham & Stubbs LLP Retirement 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. Davis Graham & Stubbs LLP Retirement Plan sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davis Graham & Stubbs LLP Retirement Plan reported net income rose from -$26M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Davis Graham & Stubbs LLP Retirement Plan reported participants rose from 174 in the plan year 2022 filing to 230 in the plan year 2023 filing.
  • Davis Graham & Stubbs LLP Retirement Plan end-of-year assets rose from $132M in the plan year 2022 filing to $156M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840421951 · Davis Graham & Stubbs LLP PY 2023 · 401(k)

Davis Graham & Stubbs LLP Retirement Plan · $156M · 230 · 94th

  • EOY $156M
  • 5500 230
  • ASSETS 94th
  • PCT 401(k)
  • EIN near Voya 401(k) Plan for Vriac Agents
  • RANK ind #19287

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 Colorado →

Davis Graham & Stubbs LLP Retirement Plan in the asset neighbourhood

Stillwater Mining Company 401(k) PlanStillwater Mining Company 40…$156MConfluent Health, LLC 401(k) Profit Sharing PlanConfluent Health, LLC 401(k)…$156MVoya 401(k) Plan for Vriac AgentsVoya 401(k) Plan for Vriac A…$156MDavis Graham & Stubbs LLP Retirement PlanDavis Graham & Stubbs LLP Re…$156MNoran Neurological Clinic, P. a. 401(k) Profit Sharing PlanNoran Neurological Clinic, P…$156M
End-of-year total assets ($M) among Davis Graham & Stubbs LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$156M
Net Income$24M
Employer EIN840421951
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis Graham & Stubbs LLP)

Sponsor-wide plan assets over time

All Davis Graham & Stubbs LLP plans reported in each filing year

Latest sponsor-wide plan assets
$180M 35.842731844743966% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $132M $180M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 174 $132M
2023 1 230 $156M
2024 1 241 $180M

Nearby 401(k) Plans in Colorado

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

Davis Graham & Stubbs LLP Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Davis Graham & Stubbs LLP Retirement Plan, Total assets ($B): 0.155892851 · Participants: 230Davis Graham & Stubbs LLP Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Davis Graham & Stubbs LLP Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Davis Graham & Stubbs LLP Retirement Plan side-by-side with 3 peers →

Davis Graham & Stubbs LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Voya 401(k) Plan for Vriac Agents in CT ($156M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Davis Graham & Stubbs LLP Retirement Plan assets move in 2023? ▼
Davis Graham & Stubbs LLP Retirement Plan grew sharply - up 17.8% during 2023, from $132M to $156M. Reported net income was $24M.
How have Davis Graham & Stubbs LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis Graham & Stubbs LLP's sponsor-wide assets grew 35.8%, from $132M to $180M.
Where does Davis Graham & Stubbs LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Davis Graham & Stubbs LLP Retirement Plan ranks in the 94th 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 Graham & Stubbs LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Voya 401(k) Plan for Vriac Agents in CT ($156M, 299 participants).
Which 401(k) plans cover a similar participant headcount to Davis Graham & Stubbs LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D2g Group, LLC 401(k) Plan in MA (230 participants, $7M 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 840421951.

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.