401(k) · DOL Form 5500 · 2023

Davenport & Company LLC 401(k) Plan

Data updated 2026-08-25

$370M
Total assets Above avg plan size
473
Participants Below avg headcount
97th
Percentile by assets National rank
$781,985
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Davenport & Company LLC Profit Sharing Plan · Sponsored by Davenport & Company LLC · Virginia · Finance & Insurance

$370M in assets, 473 participants

Davenport & Company LLC's Davenport & Company LLC Profit Sharing Plan reported $370M in total assets and 473 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,376 in Finance & Insurance (8,869 peers)

Where Davenport & Company LLC Profit Sharing Plan sits by assets

Davenport & Company LLC Profit Sharing Plan sits in the top 5% of all filed plans by assets, $370M for 473 participants (~$781,985/participant), up 17.0% in 2023.

#8,376
in Finance & Insurance (8,869 peers)
+17.0%
assets growth YoY
3.7×
vs typical plan assets (national mean)

Davenport & Company LLC Profit Sharing Plan's outsized position by total assets

Davenport & Company LLC Profit Sharing Plan vs every filed plan by assets

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

$369,878,821 Top 3% higher than 97% 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

Davenport & Company LLC Profit Sharing 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. Davenport & Company LLC Profit Sharing Plan sits mid-pack in the medium band (473 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davenport & Company LLC Profit Sharing Plan reported net income rose from -$71M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Davenport & Company LLC Profit Sharing Plan end-of-year assets rose from $316M in the plan year 2022 filing to $370M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 541835842 · Davenport & Company LLC PY 2023 · 401(k)

Davenport & Company LLC Profit Sharing Plan · $370M · 473 · 97th

  • PART $370M
  • TYPE 473
  • NET 97th
  • BOOK 401(k)
  • VS-ST near Awc, Inc. Employees' Savings Plan
  • BOY ind #8376

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 Finance & Insurance retirement plans → · Plans in Virginia →

Davenport & Company LLC Profit Sharing Plan in the asset neighbourhood

Davenport & Company LLC Profit Sharing PlanDavenport & Company LLC Prof…$370MAwc, Inc. Employees' Savings PlanAwc, Inc. Employees' Savings…$370MQuestco Companies Retirement PlanQuestco Companies Retirement…$370MSteamfitters Local 449 Retirement Security FundSteamfitters Local 449 Retir…$370MVictaulic Salaried 401(k) PlanVictaulic Salaried 401(k) Pl…$370M
End-of-year total assets ($M) among Davenport & Company LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$316M
Net Assets (End of Year)$370M
Net Income$54M
Employer EIN541835842
Plan Effective Date1972-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davenport & Company LLC)

Sponsor-wide plan assets over time

All Davenport & Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$416M 31.67631120886058% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $316M $416M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 471 $316M
2023 1 473 $370M
2024 1 490 $416M

Nearby 401(k) Plans in Virginia

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

Davenport & Company LLC Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Davenport & Company LLC Profit Sharing Plan, Total assets ($B): 0.369878821 · Participants: 473Davenport & Company LLC Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Davenport & Company LLC Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Davenport & Company LLC Profit Sharing Plan side-by-side with 3 peers →

Davenport & Company LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Awc, Inc. Employees' Savings Plan in LA ($370M); by covered participants it is Life Extension Foundation Buyers Club Inc. 401(k) in FL (473 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($370M here).

Similar participant headcount

Nearest other-state filings by covered participants (473 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 Davenport & Company LLC Profit Sharing Plan assets move in 2023? ▼
Davenport & Company LLC Profit Sharing Plan grew sharply - up 17.0% during 2023, from $316M to $370M. Reported net income was $54M.
How have Davenport & Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davenport & Company LLC's sponsor-wide assets grew 31.7%, from $316M to $416M.
Where does Davenport & Company LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Davenport & Company LLC Profit Sharing Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Davenport & Company LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Awc, Inc. Employees' Savings Plan in LA ($370M, 624 participants).
Which 401(k) plans cover a similar participant headcount to Davenport & Company LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Extension Foundation Buyers Club Inc. 401(k) in FL (473 participants, $35M 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 541835842.

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.