401(k) · DOL Form 5500 · 2023
Davis & Floyd, Inc 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 133
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $222,678
- Avg per participant Above avg balance/head
Official DOL plan name: Davis & Floyd, Inc. Profit Sharing Plan · Sponsored by Davis & Floyd, Inc · South Carolina · Professional & Technical Services
$30M in assets, 133 participants
Davis & Floyd, Inc's Davis & Floyd, Inc. Profit Sharing Plan reported $30M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #16,164 in Professional & Technical Services (20,321 peers)
Coverage in South Carolina
Davis & Floyd, Inc. Profit Sharing Plan covers 133 participants in South Carolina, about 36% of the average South Carolina filer (state average ~369 per filing). Assets: $30M.
- #16,164
- in Professional & Technical Services (20,321 peers)
- +17.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Davis & Floyd, Inc. Profit Sharing Plan's outsized position by total assets
Davis & Floyd, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,616,226 Top 21% higher than 79% 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
Davis & Floyd, Inc. Profit Sharing 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. Davis & Floyd, Inc. Profit Sharing Plan sits mid-pack in the medium band (133 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Davis & Floyd, Inc. Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Davis & Floyd, Inc. Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Davis & Floyd, Inc. Profit Sharing Plan reported participants rose from 131 in the plan year 2022 filing to 133 in the plan year 2023 filing.
DOL schedule card
Filing strip 570346458 · Davis & Floyd, Inc PY 2023 · 401(k)
Davis & Floyd, Inc. Profit Sharing Plan · $30M · 133 · 79th
- PHOTO $30M
- PHOTO 133
- PHOTO 79th
- PHOTO 401(k)
- PHOTO near Virginia Eagle Distributing 401(k) Plan
- PHOTO ind #16164
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 Professional & Technical Services retirement plans → · Plans in South Carolina →
Davis & Floyd, Inc. Profit Sharing Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 570346458 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Davis & Floyd, Inc)
Sponsor-wide plan assets over time
All Davis & Floyd, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 27.6300367880673% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $25M |
| 2023 | 1 | 133 | $30M |
| 2024 | 1 | 144 | $32M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Davis & Floyd, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Virginia Eagle Distributing 401(k) Plan in VA ($30M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Virginia Eagle Distributing 401(k) Plan (VA) $30M · 427
- Avox Systems 401(k) Plan (NY) $30M · 106
- Evans Griffiths & Hart, Inc. Profit Sharing and 401(k) Plan and Trust (MA) $30M · 12
- Collective Health 401(k) Plan (CA) $30M · 795
Similar participant headcount
Nearest other-state filings by covered participants (133 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.