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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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

Johnson-Davis Incorporated Savings & Retirement PlanJohnson-Davis Incorporated S…$11MLiberty Electronics, Inc. 401(k) PlanLiberty Electronics, Inc. 40…$11MNorthwest Crane Service 401(k) PlanNorthwest Crane Service 401(…$11MScully Signal Company 401(k) Profit Sharing PlanScully Signal Company 401(k)…$11MNorthstar Project & Real Estate Services 401(k) PlanNorthstar Project & Real Est…$11M
End-of-year total assets ($M) among Johnson-Davis Incorporated Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN591753888
Plan Effective Date1984-07-01
Filing StatusFILING 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
$8M$10M$12M$14M 202220232024 $8.84M $12.3M ▲ +39.0%
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.

Johnson-Davis Incorporated Savings & Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Johnson-Davis Incorporated Savings & Retirement Plan, Total assets ($B): 0.01081146 · Participants: 114Johnson-Davis Incorporated Savings & Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Johnson-Davis Incorporated Savings & Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Johnson-Davis Incorporated Savings & Retirement Plan assets move in 2023?
Johnson-Davis Incorporated Savings & Retirement Plan grew sharply - up 22.2% during 2023, from $9M to $11M. Reported net income was $2M.
How have Johnson-Davis Incorporated plan assets changed over time?
Across 3 plan years on file (2022-2024), Johnson-Davis Incorporated's sponsor-wide assets grew 39.0%, from $9M to $12M.
Which 401(k) plans are similar in size to Johnson-Davis Incorporated Savings & Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Liberty Electronics, Inc. 401(k) Plan in PA ($11M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Johnson-Davis Incorporated Savings & Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 participants, N/A in assets).