401(k) · DOL Form 5500 · 2024

Davis Legacy, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
25th
Percentile by assets National rank
$154,410
Avg per participant Above avg balance/head
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Official DOL plan name: Davis Legacy, Inc. 401(k) Profit Sharing Plan · Sponsored by Davis Legacy, Inc. · Missouri · Retail Trade

$1M in assets, 8 participants

Davis Legacy, Inc.'s Davis Legacy, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,007 in Retail Trade (8,048 peers)

Davis Legacy, Inc. multi-year trail

Davis Legacy, Inc.'s plans moved +15.5% in assets from 2022 to 2024; this filing shows Davis Legacy, Inc. 401(k) Profit Sharing Plan at $1M / 8 participants.

#3,007
in Retail Trade (8,048 peers)
+10.0%
assets growth YoY

Davis Legacy, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Davis Legacy, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,235,277 25th percentile higher than 25% of 123,620 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 2024

Davis Legacy, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davis Legacy, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Davis Legacy, Inc. 401(k) Profit Sharing Plan reported net income rose from $53K in the plan year 2023 filing to $112K in the plan year 2024 filing.
  • Davis Legacy, Inc. 401(k) Profit Sharing Plan reported participants rose from 4 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Davis Legacy, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 843519953 · Davis Legacy, Inc. PY 2024 · 401(k)

Davis Legacy, Inc. 401(k) Profit Sharing Plan · $1M · 8 · 25th

  • NET $1M
  • NET 8
  • NET 25th
  • NET 401(k)
  • NET near Mullen, Plummer and Castiglioni, a Professional Corporation 401(k) Plan
  • NET ind #3007

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 Retail Trade retirement plans → · Plans in Missouri →

Davis Legacy, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Davis Legacy, Inc. 401(k) Profit Sharing PlanDavis Legacy, Inc. 401(k) Pr…$1MMullen, Plummer and Castiglioni, a Professional Corporation 401(k) PlanMullen, Plummer and Castigli…$1MS B V Pharmacy Corp 401(k) Profit Sharing Plan & TrustS B V Pharmacy Corp 401(k) P…$1MThe Hamilton-Ryker Group, Inc. 401(k) PlanThe Hamilton-Ryker Group, In…$1MAmbiente H2o Inc. 401(k) Profit Sharing PlanAmbiente H2o Inc. 401(k) Pro…$1M
End-of-year total assets ($M) among Davis Legacy, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Davis Legacy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Davis Legacy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 15.458426061021283% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M 202220232024 $1.07M $1.24M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 8 $1M

Davis Legacy, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$112K
Employer EIN843519953
Plan Effective Date2019-10-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Davis Legacy, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Davis Legacy, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001235277 · Participants: 8Davis Legacy, Inc. 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Davis Legacy, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Davis Legacy, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Davis Legacy, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Mullen, Plummer and Castiglioni, a Professional Corporation 401(k) Plan in CA ($1M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Davis Legacy, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Davis Legacy, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.0% during 2024, from $1M to $1M. Reported net income was $112K.
How have Davis Legacy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis Legacy, Inc.'s sponsor-wide assets grew 15.5%, from $1M to $1M.
Where does Davis Legacy, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Davis Legacy, Inc. 401(k) Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Davis Legacy, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mullen, Plummer and Castiglioni, a Professional Corporation 401(k) Plan in CA ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Davis Legacy, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 843519953.

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.