401(k) · DOL Form 5500 · 2023
D.a. Davidson Companies 401(k) Plan
Data updated 2026-08-25
- $543M
- Total assets Above avg plan size
- 1,580
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $343,761
- Avg per participant High balance/head
Official DOL plan name: D.a. Davidson Companies Retirement Savings and Profit Sharing Plan · Sponsored by D.a. Davidson Companies · Montana · Finance & Insurance
$543M in assets, 1,580 participants
D.a. Davidson Companies's D.a. Davidson Companies Retirement Savings and Profit Sharing Plan reported $543M in total assets and 1,580 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,495 in Finance & Insurance (8,869 peers)
Coverage in Montana
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan covers 1,580 participants in Montana, 5.8x the typical Montana plan (state average ~271 per filing). Assets: $543M.
- #8,495
- in Finance & Insurance (8,869 peers)
- +28.8%
- assets growth YoY
- 5.4×
- vs typical plan assets (national mean)
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan's outsized position by total assets
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$543,142,005 Top 2% higher than 98% 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
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D.a. Davidson Companies Retirement Savings and Profit Sharing Plan lands in the large band (1,580 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan reported net income rose from $65M in the plan year 2022 filing to $121M in the plan year 2023 filing.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan end-of-year assets rose from $422M in the plan year 2022 filing to $543M in the plan year 2023 filing.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan reported participants rose from 1,507 in the plan year 2022 filing to 1,580 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 810439153 · D.a. Davidson Companies PY 2023 · 401(k)
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan · $543M · 1,580 · 98th
- EOY $543M
- 5500 1,580
- ASSETS 98th
- PCT 401(k)
- EIN near Coca-Cola Southwest Beverages 401(k) Plan
- RANK ind #8495
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 Montana →
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $422M |
|---|---|
| Net Assets (End of Year) | $543M |
| Net Income | $121M |
| Employer EIN | 810439153 |
| Plan Effective Date | 1964-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (D.a. Davidson Companies)
Sponsor-wide plan assets over time
All D.a. Davidson Companies plans reported in each filing year
- Latest sponsor-wide plan assets
- $798M 47.653124861464605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,875 | $541M |
| 2023 | 2 | 3,054 | $693M |
| 2024 | 2 | 3,138 | $798M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
- Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
- First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
- Logan Health Retirement Savings Plan $437M · 4,232
- Washington Companies 401(k) Retirement Savings Plan $418M · 2,114
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Coca-Cola Southwest Beverages 401(k) Plan in TX ($543M); by covered participants it is Emblemhealth Services Company, LLC 401(k) Plan in NY (1,580 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($543M here).
- Coca-Cola Southwest Beverages 401(k) Plan (TX) $543M · 8,037
- 401(k) Plan for the Washington Post and Companies (WA) $543M · 2,480
- Simon Property Group and Adopting Entities Matching Savings Plan (IN) $543M · 3,390
- Hntb Retirement and Savings Plan (MO) $543M · 5,518
Similar participant headcount
Nearest other-state filings by covered participants (1,580 participants); asset peers above are excluded.
- Emblemhealth Services Company, LLC 401(k) Plan (NY) 1,580 · 0 off
- Radian Group Inc. Savings Incentive Plan (PA) 1,580 · 0 off
- Sprenger Retirement Centers Employees' Retirement Plan and Trust (OH) 1,580 · 0 off
- Callaway Golf Company 401(k) Retirement Investment Plan (CA) 1,580 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.