401(k) · DOL Form 5500 · 2024

Davis Family Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$618K
Total assets Small plan by assets
2
Participants Small participant base
19th
Percentile by assets National rank
$309,145
Avg per participant High balance/head
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Official DOL plan name: Davis Family Enterprises, Inc. 401(k) Plan · Sponsored by Davis Family Enterprises, Inc. · Wisconsin · Food Services & Accommodation

$618K in assets, 2 participants

Davis Family Enterprises, Inc.'s Davis Family Enterprises, Inc. 401(k) Plan reported $618K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,846 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Davis Family Enterprises, Inc. 401(k) Plan ranks #1,846 of 3,672 2024 filers by assets (3164% of the sector average)-$618K for 2 participants.

#1,846
in Food Services & Accommodation (3,672 peers)
+10.8%
assets growth YoY

Davis Family Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Davis Family Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$618,289 19th percentile higher than 19% 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 Family Enterprises, Inc. 401(k) 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 Family Enterprises, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Davis Family Enterprises, Inc. 401(k) Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Davis Family Enterprises, Inc. 401(k) Plan reported net income rose from $54K in the plan year 2023 filing to $60K in the plan year 2024 filing.
  • Davis Family Enterprises, Inc. 401(k) Plan end-of-year assets rose from $558K in the plan year 2023 filing to $618K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 825428576 · Davis Family Enterprises, Inc. PY 2024 · 401(k)

Davis Family Enterprises, Inc. 401(k) Plan · $618K · 2 · 19th

  • PCT $618K
  • EIN 2
  • RANK 19th
  • PHOTO 401(k)
  • IND near Next Adventure Profit Sharing Plan
  • EOY ind #1846

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Davis Family Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Davis Family Enterprises, Inc. 401(k) PlanDavis Family Enterprises, In…$618KNext Adventure Profit Sharing PlanNext Adventure Profit Sharin…$618KRoberto Amore Holdings Investment PlanRoberto Amore Holdings Inves…$618KSw Enterprises Inc. 401(k) PlanSw Enterprises Inc. 401(k) P…$618KGt Ventures LLC 401(k) Profit Sharing Plan & TrustGt Ventures LLC 401(k) Profi…$618K
End-of-year total assets ($M) among Davis Family Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$558K
Net Assets (End of Year)$618K
Net Income$60K
Employer EIN825428576
Plan Effective Date2018-05-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis Family Enterprises, Inc.)

Sponsor-wide plan assets over time

All Davis Family Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$618K 22.674441675528957% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.5M $0.62M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 2 $504K
2023 1 3 $558K
2024 1 2 $618K

Nearby 401(k) Plans in Wisconsin

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

Davis Family Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Davis Family Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.000618289 · Participants: 2Davis Family Enterprises, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Davis Family Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Davis Family Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Next Adventure Profit Sharing Plan in ME ($618K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($618K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Family Enterprises, Inc. 401(k) Plan assets move in 2024? ▼
Davis Family Enterprises, Inc. 401(k) Plan grew at a solid clip - up 10.8% during 2024, from $558K to $618K. Reported net income was $60K.
How have Davis Family Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis Family Enterprises, Inc.'s sponsor-wide assets grew 22.7%, from $504K to $618K.
Where does Davis Family Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Davis Family Enterprises, Inc. 401(k) Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Davis Family Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Next Adventure Profit Sharing Plan in ME ($618K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Davis Family Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 825428576.

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.