401(k) · DOL Form 5500 · 2023

Davis H. Elliot Company, Incorporated 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
2,674
Participants Above avg headcount
90th
Percentile by assets National rank
$32,610
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Employees' Thrift Plan of Davis H. Elliot Company, Incorporated · Sponsored by Davis H. Elliot Company, Incorporated · Kentucky · Construction

$87M in assets, 2,674 participants

Davis H. Elliot Company, Incorporated's Employees' Thrift Plan of Davis H. Elliot Company, Incorporated reported $87M in total assets and 2,674 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,995 in Construction (9,030 peers)

Coverage in Kentucky

Employees' Thrift Plan of Davis H. Elliot Company, Incorporated covers 2,674 participants in Kentucky, 4.1x the typical Kentucky plan (state average ~647 per filing). Assets: $87M.

#7,995
in Construction (9,030 peers)
+23.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Employees' Thrift Plan of Davis H. Elliot Company, Incorporated's outsized position by total assets

Employees' Thrift Plan of Davis H. Elliot Company, Incorporated vs every filed plan by assets

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

$87,199,211 Top 10% higher than 90% 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

Employees' Thrift Plan of Davis H. Elliot Company, Incorporated's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Thrift Plan of Davis H. Elliot Company, Incorporated lands in the large band (2,674 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees' Thrift Plan of Davis H. Elliot Company, Incorporated reported net income rose from -$15M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Employees' Thrift Plan of Davis H. Elliot Company, Incorporated end-of-year assets rose from $71M in the plan year 2022 filing to $87M in the plan year 2023 filing.
  • Employees' Thrift Plan of Davis H. Elliot Company, Incorporated reported participants rose from 2,400 in the plan year 2022 filing to 2,674 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 541203551 · Davis H. Elliot Company, Incorporated PY 2023 · 401(k)

Employees' Thrift Plan of Davis H. Elliot Company, Incorporated · $87M · 2,674 · 90th

  • 5500 $87M
  • 5500 2,674
  • 5500 90th
  • 5500 401(k)
  • 5500 near Wolfe Clinic, P.C. 401(k) Profit Sharing Plan
  • 5500 ind #7995

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 Construction retirement plans → · Plans in Kentucky →

Employees' Thrift Plan of Davis H. Elliot Company, Incorporated in the asset neighbourhood

Collabera 401(k) Plan$87MEmployees' Thrift Plan of Davis H. Elliot Company, IncorporatedEmployees' Thrift Plan of Da…$87MWolfe Clinic, P.C. 401(k) Profit Sharing PlanWolfe Clinic, P.C. 401(k) Pr…$87MCrossway 401(k) Plan$87MUnicom Global, Inc. 401(k) PlanUnicom Global, Inc. 401(k) P…$87M
End-of-year total assets ($M) among Employees' Thrift Plan of Davis H. Elliot Company, Incorporated and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$87M
Net Income$12M
Employer EIN541203551
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis H. Elliot Company, Incorporated)

Sponsor-wide plan assets over time

All Davis H. Elliot Company, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$382M 24.055100992671886% vs 2022
2024 filing year
$300M$350M$400M 202220232024 $308M $382M ▲ +24.1%
Year Plans Participants Total Assets
2022 2 4,282 $308M
2023 2 4,746 $337M
2024 2 5,108 $382M

Nearby 401(k) Plans in Kentucky

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

Employees' Thrift Plan of Davis H. Elliot Company, Incorporated vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Employees' Thrift Plan of Davis H. Elliot Company, Incorporated, Total assets ($B): 0.087199211 · Participants: 2674Employees' Thrift Plan of Davis H. Elliot Company, IncorporatedCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Employees' Thrift Plan of Davis H. Elliot Company, Incorporated vs. nearby 401(k) plans in Kentucky, assets vs. participants

Employees' Thrift Plan of Davis H. Elliot Company, Incorporated's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Wolfe Clinic, P.C. 401(k) Profit Sharing Plan in IA ($87M); by covered participants it is Teamwork Services 401(k) & Profit Sharing Plan in GA (2,674 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($87M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,674 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 Employees' Thrift Plan of Davis H. Elliot Company, Incorporated assets move in 2023?
Employees' Thrift Plan of Davis H. Elliot Company, Incorporated grew sharply - up 23.3% during 2023, from $71M to $87M. Reported net income was $12M.
How have Davis H. Elliot Company, Incorporated plan assets changed over time?
Across 3 plan years on file (2022-2024), Davis H. Elliot Company, Incorporated's sponsor-wide assets grew 24.1%, from $308M to $382M.
Where does Employees' Thrift Plan of Davis H. Elliot Company, Incorporated rank by assets among Form 5500 filers?
Employees' Thrift Plan of Davis H. Elliot Company, Incorporated ranks in the 90th 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 Employees' Thrift Plan of Davis H. Elliot Company, Incorporated?
Among 401(k) plans in other states, the closest by assets is Wolfe Clinic, P.C. 401(k) Profit Sharing Plan in IA ($87M, 578 participants).
Which 401(k) plans cover a similar participant headcount to Employees' Thrift Plan of Davis H. Elliot Company, Incorporated?
Among 401(k) plans in other states, the closest by covered participants is Teamwork Services 401(k) & Profit Sharing Plan in GA (2,674 participants, $57M in assets).