401(k) · DOL Form 5500 · 2023

M. Davis & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
420
Participants Below avg headcount
85th
Percentile by assets National rank
$117,485
Avg per participant Below avg balance/head
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Official DOL plan name: M. Davis & Sons, Inc. 401(k) Plan · Sponsored by M. Davis & Sons, Inc. · Pennsylvania · Construction

$49M in assets, 420 participants

M. Davis & Sons, Inc.'s M. Davis & Sons, Inc. 401(k) Plan reported $49M in total assets and 420 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,520 in Construction (9,030 peers)

Where M. Davis & Sons, Inc. 401(k) Plan sits by assets

M. Davis & Sons, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 420 participants (~$117,485/participant), up 15.6% in 2023.

#7,520
in Construction (9,030 peers)
+15.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

M. Davis & Sons, Inc. 401(k) Plan's outsized position by total assets

M. Davis & Sons, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$49,343,667 Top 15% higher than 85% 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

M. Davis & Sons, Inc. 401(k) 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. M. Davis & Sons, Inc. 401(k) Plan sits mid-pack in the medium band (420 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M. Davis & Sons, Inc. 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • M. Davis & Sons, Inc. 401(k) Plan end-of-year assets rose from $43M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • M. Davis & Sons, Inc. 401(k) Plan reported participants rose from 413 in the plan year 2022 filing to 420 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510343859 · M. Davis & Sons, Inc. PY 2023 · 401(k)

M. Davis & Sons, Inc. 401(k) Plan · $49M · 420 · 85th

  • VS-ST $49M
  • BOY 420
  • SCH 85th
  • EBSA 401(k)
  • PART near Argon Medical Devices, Inc. 401(k) Plan
  • TYPE ind #7520

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 Pennsylvania →

M. Davis & Sons, Inc. 401(k) Plan in the asset neighbourhood

Stabilus, Inc. 401(k) Plan$49MLiberty Global 401(k) Savings & Stock Ownership PlanLiberty Global 401(k) Saving…$49MM. Davis & Sons, Inc. 401(k) PlanM. Davis & Sons, Inc. 401(k)…$49MArgon Medical Devices, Inc. 401(k) PlanArgon Medical Devices, Inc. …$49MNorth American Savings Bank, F.S.B. Savings and Retirement PlanNorth American Savings Bank,…$49M
End-of-year total assets ($M) among M. Davis & Sons, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$49M
Net Income$7M
Employer EIN510343859
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M. Davis & Sons, Inc.)

Sponsor-wide plan assets over time

All M. Davis & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 16.406759829554808% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.7M $49.7M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 413 $43M
2023 1 420 $49M
2024 1 424 $50M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

M. Davis & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants M. Davis & Sons, Inc. 401(k) Plan, Total assets ($B): 0.049343667 · Participants: 420M. Davis & Sons, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
M. Davis & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare M. Davis & Sons, Inc. 401(k) Plan side-by-side with 3 peers →

M. Davis & Sons, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Argon Medical Devices, Inc. 401(k) Plan in IL ($49M); by covered participants it is Mitsui Kinzoku North American 401(k) Retirement Plan in IN (420 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (420 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 M. Davis & Sons, Inc. 401(k) Plan assets move in 2023? ▼
M. Davis & Sons, Inc. 401(k) Plan grew sharply - up 15.6% during 2023, from $43M to $49M. Reported net income was $7M.
How have M. Davis & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M. Davis & Sons, Inc.'s sponsor-wide assets grew 16.4%, from $43M to $50M.
Where does M. Davis & Sons, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
M. Davis & Sons, Inc. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to M. Davis & Sons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Argon Medical Devices, Inc. 401(k) Plan in IL ($49M, 752 participants).
Which 401(k) plans cover a similar participant headcount to M. Davis & Sons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mitsui Kinzoku North American 401(k) Retirement Plan in IN (420 participants, $36M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 510343859.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.