401(k) · DOL Form 5500 · 2024

Fletcher Davis, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$411,128
Avg per participant High balance/head
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Official DOL plan name: Fletcher Davis, LLC 401(k) Profit Sharing Plan · Sponsored by Fletcher Davis, LLC · Florida · Finance & Insurance

$2M in assets, 4 participants

Fletcher Davis, LLC's Fletcher Davis, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,445 in Finance & Insurance (8,549 peers)

2024 asset change

Fletcher Davis, LLC 401(k) Profit Sharing Plan pulled back noticeably 10.5% in 2024 ($2M → $2M) for 4 participants.

#1,445
in Finance & Insurance (8,549 peers)
-10.5%
assets change YoY

The plan reported a net loss of $193K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fletcher Davis, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Fletcher Davis, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,644,513 27th percentile higher than 27% 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

Fletcher Davis, LLC 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. Fletcher Davis, LLC 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fletcher Davis, LLC 401(k) Profit Sharing Plan reported net income fell from $120K in the plan year 2023 filing to -$193K in the plan year 2024 filing.
  • Fletcher Davis, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 200467159 · Fletcher Davis, LLC PY 2024 · 401(k)

Fletcher Davis, LLC 401(k) Profit Sharing Plan · $2M · 4 · 27th

  • ASSETS $2M
  • PCT 4
  • EIN 27th
  • RANK 401(k)
  • PHOTO near First Advantage Realty, Inc. 401(k) Plan
  • IND ind #1445

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 Florida →

Fletcher Davis, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Fletcher Davis, LLC 401(k) Profit Sharing PlanFletcher Davis, LLC 401(k) P…$2MFirst Advantage Realty, Inc. 401(k) PlanFirst Advantage Realty, Inc.…$2MGfii 401(k)$2MMarquis Contract Corp 401(k) Profit Sharing Plan & TrustMarquis Contract Corp 401(k)…$2MExperience Senior Living 401(k) PlanExperience Senior Living 401…$2M
End-of-year total assets ($M) among Fletcher Davis, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fletcher Davis, LLC years around the 2024 move

Sponsor-wide plan assets over time

All Fletcher Davis, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.268391005665846% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M 202220232024 $1.72M $1.64M ▼ -4.7%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 4 $2M
2024 1 4 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$193K
Employer EIN200467159
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Fletcher Davis, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Fletcher Davis, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001644513 · Participants: 4Fletcher Davis, LLC 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Fletcher Davis, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fletcher Davis, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is First Advantage Realty, Inc. 401(k) Plan in IN ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Fletcher Davis, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Fletcher Davis, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 10.5% during 2024, from $2M to $2M. Reported net income was -$193K.
How have Fletcher Davis, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fletcher Davis, LLC's sponsor-wide assets declined 4.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Fletcher Davis, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Advantage Realty, Inc. 401(k) Plan in IN ($2M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Fletcher Davis, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A 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 200467159.

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.