401(k) · DOL Form 5500 · 2023
Johnson-Davis Incorporated 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 114
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $94,837
- Avg per participant Below avg balance/head
Official DOL plan name: Johnson-Davis Incorporated Savings & Retirement Plan · Sponsored by Johnson-Davis Incorporated · Florida · Construction
$11M in assets, 114 participants
Johnson-Davis Incorporated's Johnson-Davis Incorporated Savings & Retirement Plan reported $11M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #5,293 in Construction (9,030 peers)
Coverage in Florida
Johnson-Davis Incorporated Savings & Retirement Plan covers 114 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $11M.
- #5,293
- in Construction (9,030 peers)
- +22.2%
- assets growth YoY
Johnson-Davis Incorporated Savings & Retirement Plan's mid-pack asset rank among Construction and all filers
Johnson-Davis Incorporated Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,811,460 Top 40% higher than 60% 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
Johnson-Davis Incorporated Savings & Retirement 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. Johnson-Davis Incorporated Savings & Retirement Plan sits mid-pack in the medium band (114 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Johnson-Davis Incorporated Savings & Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Johnson-Davis Incorporated Savings & Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Johnson-Davis Incorporated Savings & Retirement Plan reported participants fell from 119 in the plan year 2022 filing to 114 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 591753888 · Johnson-Davis Incorporated PY 2023 · 401(k)
Johnson-Davis Incorporated Savings & Retirement Plan · $11M · 114 · 60th
- BOY $11M
- BOY 114
- BOY 60th
- BOY 401(k)
- BOY near Liberty Electronics, Inc. 401(k) Plan
- BOY ind #5293
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 Construction retirement plans → · Plans in Florida →
Johnson-Davis Incorporated Savings & Retirement Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 591753888 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Johnson-Davis Incorporated)
Sponsor-wide plan assets over time
All Johnson-Davis Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 38.98658354376926% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $9M |
| 2023 | 1 | 114 | $11M |
| 2024 | 1 | 129 | $12M |
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
Johnson-Davis Incorporated Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Liberty Electronics, Inc. 401(k) Plan in PA ($11M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.
- Austin Medical Center 403b Plan (MN) 114 · 0 off
- Kam-Way 401(k) Plan (WA) 114 · 0 off
- Contributor Development Partnership, Pbc Retirement Plan (MA) 114 · 0 off
- Grand Lodge of Iowa 401(k) Retirement Plan (IA) 114 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.