401(k) · DOL Form 5500 · 2023

Davis Partnership, P.C. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
195
Participants Below avg headcount
74th
Percentile by assets National rank
$110,525
Avg per participant Below avg balance/head
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Official DOL plan name: Davis Partnership, P.C. 401(k) Plan · Sponsored by Davis Partnership, P.C. · Colorado · Professional & Technical Services

$22M in assets, 195 participants

Davis Partnership, P.C.'s Davis Partnership, P.C. 401(k) Plan reported $22M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,035 in Professional & Technical Services (20,321 peers)

Davis Partnership, P.C. multi-year trail

Davis Partnership, P.C.'s plans moved +30.7% in assets from 2022 to 2024; this filing shows Davis Partnership, P.C. 401(k) Plan at $22M / 195 participants.

#15,035
in Professional & Technical Services (20,321 peers)
+15.6%
assets growth YoY

Davis Partnership, P.C. 401(k) Plan's outsized position by total assets

Davis Partnership, P.C. 401(k) Plan vs every filed plan by assets

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

$21,552,401 Top 26% higher than 74% 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

Davis Partnership, P.C. 401(k) 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. Davis Partnership, P.C. 401(k) Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davis Partnership, P.C. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Davis Partnership, P.C. 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Davis Partnership, P.C. 401(k) Plan reported participants rose from 180 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 840633105 · Davis Partnership, P.C. PY 2023 · 401(k)

Davis Partnership, P.C. 401(k) Plan · $22M · 195 · 74th

  • PART $22M
  • PART 195
  • PART 74th
  • PART 401(k)
  • PART near Van De Pol Enterprises, Inc. 401(k) Plan
  • PART ind #15035

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 Professional & Technical Services retirement plans → · Plans in Colorado →

Davis Partnership, P.C. 401(k) Plan in the asset neighbourhood

Davis Partnership, P.C. 401(k) PlanDavis Partnership, P.C. 401(…$22MVan De Pol Enterprises, Inc. 401(k) PlanVan De Pol Enterprises, Inc.…$22MRidewell Corporation 401(k) PlanRidewell Corporation 401(k) …$22MD&h United Fueling Solutions, Inc. 401(k) Retirement Savings PlanD&h United Fueling Solutions…$22MAldridge Pite 401(k) Plan$22M
End-of-year total assets ($M) among Davis Partnership, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Davis Partnership, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Davis Partnership, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 30.737916086865212% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $18.7M $24.4M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 180 $19M
2023 1 195 $22M
2024 1 178 $24M

Davis Partnership, P.C. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN840633105
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Davis Partnership, P.C. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Davis Partnership, P.C. 401(k) Plan, Total assets ($B): 0.021552401 · Participants: 195Davis Partnership, P.C. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Davis Partnership, P.C. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Davis Partnership, P.C. 401(k) Plan side-by-side with 3 peers →

Davis Partnership, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Van De Pol Enterprises, Inc. 401(k) Plan in CA ($22M); by covered participants it is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Davis Partnership, P.C. 401(k) Plan assets move in 2023? ▼
Davis Partnership, P.C. 401(k) Plan grew sharply - up 15.6% during 2023, from $19M to $22M. Reported net income was $3M.
How have Davis Partnership, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis Partnership, P.C.'s sponsor-wide assets grew 30.7%, from $19M to $24M.
Which 401(k) plans are similar in size to Davis Partnership, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Van De Pol Enterprises, Inc. 401(k) Plan in CA ($22M, 399 participants).
Which 401(k) plans cover a similar participant headcount to Davis Partnership, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants, $29M 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 840633105.

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.