401(k) · DOL Form 5500 · 2023
The Davey Tree Expert Company 401(k) Plan
Data updated 2026-08-11
- $403M
- Total assets
- 7,775
- Participants
- 97th
- Percentile by assets
- $51,780
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $403M
- total plan assets (2023 EOY)
- 7,775
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $51,780
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. The Davey 401ksop and ESOP reports 7,775 participants - 10x that state average ($403M EOY assets).
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)
| 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.
The Davey 401ksop and ESOP vs. nearby 401(k) plans in Ohio, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Davey 401ksop and ESOP by total assets, not by location.
- 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
Frequently Asked Questions
How did The Davey 401ksop and ESOP assets move in 2023? ▼
How have The Davey Tree Expert Company plan assets changed over time? ▼
Where does The Davey 401ksop and ESOP rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Davey 401ksop and ESOP? ▼
Next read for The Davey 401ksop and ESOP
Filing takeaways
Ways to act on The Davey 401ksop and ESOP's numbers.
- By total assets, The Davey 401ksop and ESOP ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- The Davey Tree Expert Company's sponsor-wide assets have grown 30.6% since 2022 across 3 plan years on file. More Administrative & Support Services plans