401(k) · DOL Form 5500 · 2024
Davies Life & Health, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 179
- Participants Small participant base
Official DOL plan name: Davies Life & Health, Inc. · Sponsored by Davies Life & Health, Inc. · Massachusetts · Finance & Insurance
N/A in assets, 179 participants
Davies Life & Health, Inc.'s Davies Life & Health, Inc. reported N/A in total assets and 179 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Massachusetts
Davies Life & Health, Inc. covers 179 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: N/A.
- $388K
- reported net income
Davies Life & Health, Inc. among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davies Life & Health, Inc. sits mid-pack in the medium band (179 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Davies Life & Health, Inc. reported net income rose from -$2M in the plan year 2022 filing to $388K in the plan year 2024 filing.
- Davies Life & Health, Inc. reported participants rose from 168 in the plan year 2022 filing to 179 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 061427246 · Davies Life & Health, Inc. PY 2024 · 401(k)
Davies Life & Health, Inc. · N/A · 179
- NET N/A
- NET 179
- NET PY 2024
- NET 401(k)
- NET near Pubco Corporation and Subsidiaries 401(k) Plan
- NET $388K
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 Massachusetts →
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $388K |
| Employer EIN | 061427246 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Davies Life & Health, Inc.)
Sponsor-wide plan assets over time
All Davies Life & Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 336 | $59M |
| 2023 | 1 | 204 | $57M |
| 2024 | 2 | 606 | N/A |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Davies Life & Health, Inc.'s closest out-of-state 401(k) peers by headcount
Outside Massachusetts, the nearest 401(k) by covered participants is Pubco Corporation and Subsidiaries 401(k) Plan in OH (179 participants; this filing: 179 participants).
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Pubco Corporation and Subsidiaries 401(k) Plan (OH) 179 · 0 off
- Capital Healthcare Mso, Inc. 401(k) Plan (VA) 179 · 0 off
- Ascom (US), Inc. Retirement Plan (NC) 179 · 0 off
- Hhi Corporation 401(k) Plan (UT) 179 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.