401(k) · DOL Form 5500 · 2023
The Davey Tree Expert Company 401(k) Plan
Data updated 2026-08-25
- $403M
- Total assets Above avg plan size
- 7,775
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $51,780
- Avg per participant Low balance/head
Official DOL plan name: The Davey 401ksop and ESOP · Sponsored by The Davey Tree Expert Company · Ohio · Administrative & Support Services
$403M in assets, 7,775 participants
The Davey Tree Expert Company's The Davey 401ksop and ESOP reported $403M in total assets and 7,775 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.
- #4,311 in Administrative & Support Services (4,372 peers)
Coverage in Ohio
The Davey 401ksop and ESOP covers 7,775 participants in Ohio, 10x the typical Ohio plan (state average ~765 per filing). Assets: $403M.
- #4,311
- in Administrative & Support Services (4,372 peers)
- +17.3%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
The Davey 401ksop and ESOP's outsized position by total assets
The Davey 401ksop and ESOP vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$402,588,204 Top 3% higher than 97% 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
The Davey 401ksop and ESOP'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. The Davey 401ksop and ESOP lands in the large band (7,775 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Davey 401ksop and ESOP reported net income rose from -$34M in the plan year 2022 filing to $59M in the plan year 2023 filing.
- The Davey 401ksop and ESOP end-of-year assets rose from $343M in the plan year 2022 filing to $403M in the plan year 2023 filing.
- The Davey 401ksop and ESOP reported participants rose from 7,345 in the plan year 2022 filing to 7,775 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 340176110 · The Davey Tree Expert Company PY 2023 · 401(k)
The Davey 401ksop and ESOP · $403M · 7,775 · 97th
- TYPE $403M
- TYPE 7,775
- TYPE 97th
- TYPE 401(k)
- TYPE near Ing Financial Services LLC 401(k) Savings Plan
- TYPE ind #4311
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 Administrative & Support Services retirement plans → · Plans in Ohio →
The Davey 401ksop and ESOP in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $343M |
|---|---|
| Net Assets (End of Year) | $403M |
| Net Income | $59M |
| Employer EIN | 340176110 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Davey Tree Expert Company)
Sponsor-wide plan assets over time
All The Davey Tree Expert Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $448M 30.631201144483743% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,345 | $343M |
| 2023 | 1 | 7,775 | $403M |
| 2024 | 1 | 7,332 | $448M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Scale composition for The Davey 401ksop and ESOP
The Davey 401ksop and ESOP reports $403M in end-of-year assets across 7,775 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $51,780 per participant (37% of the national average assets-per-participant) . Net income for plan year 2023 was $59M.
This plan identity (EIN 340176110, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $343M to $448M (+30.6%) while covered participants moved from 7,345 to 7,332 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,345 | $343M | Open filing |
| 2023 | 7,775 | $403M | This page |
| 2024 · index core | 7,332 | $448M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Davey 401ksop and ESOP (401(k), $448M, 7,332 participants)
The Davey 401ksop and ESOP's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Ing Financial Services LLC 401(k) Savings Plan in NY ($403M); by covered participants it is Thrivewise Pooled Employer Plan in IA (7,764 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($403M here).
- Ing Financial Services LLC 401(k) Savings Plan (NY) $403M · 591
- Rheem Defined Contribution Plan (GA) $403M · 2,803
- Brinker International 401(k) Savings Plan (TX) $403M · 37,077
- The Spirent Communications 401(k) Plan (MD) $403M · 944
Similar participant headcount
Nearest other-state filings by covered participants (7,775 participants); asset peers above are excluded.
- Thrivewise Pooled Employer Plan (IA) 7,764 · 11 off
- Big Y Foods, Inc. 401(k) Retirement Savings Plan (MA) 7,763 · 12 off
- Stride, Inc. 401(k) Plan (VA) 7,763 · 12 off
- Delaware North Companies 401(k) Plan (NY) 7,796 · 21 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.