401(k) · DOL Form 5500 · 2023
Ned Davis Research, Inc. 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $346,650
- Avg per participant High balance/head
Official DOL plan name: Ned Davis Research Inc and Affiliated Companies 401(k) Plan · Sponsored by Ned Davis Research, Inc. · Florida · Finance & Insurance
$24M in assets, 68 participants
Ned Davis Research, Inc.'s Ned Davis Research Inc and Affiliated Companies 401(k) Plan reported $24M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #5,582 in Finance & Insurance (8,869 peers)
Where Ned Davis Research Inc and Affiliated Companies 401(k) Plan sits by assets
Ned Davis Research Inc and Affiliated Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 68 participants (~$346,650/participant), up 19.1% in 2023.
- #5,582
- in Finance & Insurance (8,869 peers)
- +19.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Ned Davis Research Inc and Affiliated Companies 401(k) Plan's outsized position by total assets
Ned Davis Research Inc and Affiliated Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,572,230 Top 24% higher than 76% 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
Ned Davis Research Inc and Affiliated Companies 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ned Davis Research Inc and Affiliated Companies 401(k) Plan is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ned Davis Research Inc and Affiliated Companies 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Ned Davis Research Inc and Affiliated Companies 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Ned Davis Research Inc and Affiliated Companies 401(k) Plan reported participants fell from 76 in the plan year 2022 filing to 68 in the plan year 2023 filing.
DOL schedule card
Filing strip 592026201 · Ned Davis Research, Inc. PY 2023 · 401(k)
Ned Davis Research Inc and Affiliated Companies 401(k) Plan · $24M · 68 · 76th
- EIN $24M
- EIN 68
- EIN 76th
- EIN 401(k)
- EIN near Mkp Capital Management LLC 401(k) Plan
- EIN ind #5582
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 Florida →
Ned Davis Research Inc and Affiliated Companies 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 592026201 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ned Davis Research, Inc.)
Sponsor-wide plan assets over time
All Ned Davis Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 35.107053720708016% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $20M |
| 2023 | 1 | 68 | $24M |
| 2024 | 1 | 70 | $27M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Ned Davis Research Inc and Affiliated Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Mkp Capital Management LLC 401(k) Plan in NY ($24M); by covered participants it is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (68 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.