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
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
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.
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
Kentucky filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $12M |
| Employer EIN | 541203551 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING 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
| 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.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
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).
- Wolfe Clinic, P.C. 401(k) Profit Sharing Plan (IA) $87M · 578
- Collabera 401(k) Plan (NJ) $87M · 4,854
- Crossway 401(k) Plan (NY) $87M · 2,716
- Unicom Global, Inc. 401(k) Plan (CA) $87M · 459
Similar participant headcount
Nearest other-state filings by covered participants (2,674 participants); asset peers above are excluded.
- Teamwork Services 401(k) & Profit Sharing Plan (GA) 2,674 · 0 off
- Pepsi Bottling Ventures 401(k) Plan (NC) 2,674 · 0 off
- Chart Industries, Inc. 401(k) Investment and Savings Plan (GA) 2,674 · 0 off
- Axcet Hr Solutions M/E 401(k) Retirement Plan (KS) 2,673 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.