401(k) · DOL Form 5500 · 2023

S. Davis & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$841K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$841,142
Avg per participant High balance/head
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Official DOL plan name: Davis & Associates 401(k) Profit Sharing Plan · Sponsored by S. Davis & Associates, Inc. · Ohio · Professional & Technical Services

$841K in assets, 1 participants

S. Davis & Associates, Inc.'s Davis & Associates 401(k) Profit Sharing Plan reported $841K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,507 in Professional & Technical Services (20,321 peers)

S. Davis & Associates, Inc. multi-year trail

S. Davis & Associates, Inc.'s plans moved +13.0% in assets from 2022 to 2024; this filing shows Davis & Associates 401(k) Profit Sharing Plan at $841K / 1 participant.

#3,507
in Professional & Technical Services (20,321 peers)
+11.3%
assets growth YoY

Davis & Associates 401(k) Profit Sharing Plan among the smaller filed plans by assets

Davis & Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$841,142 22nd percentile higher than 22% 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

Davis & Associates 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davis & Associates 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Davis & Associates 401(k) Profit Sharing Plan reported net income rose from -$195K in the plan year 2022 filing to $86K in the plan year 2023 filing.
  • Davis & Associates 401(k) Profit Sharing Plan end-of-year assets rose from $756K in the plan year 2022 filing to $841K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341911520 · S. Davis & Associates, Inc. PY 2023 · 401(k)

Davis & Associates 401(k) Profit Sharing Plan · $841K · 1 · 22nd

  • SCH $841K
  • SCH 1
  • SCH 22nd
  • SCH 401(k)
  • SCH near M & L Financial Properties, Inc. Profit Sharing 401(k) Plan
  • SCH ind #3507

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 Ohio →

Davis & Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Davis & Associates 401(k) Profit Sharing PlanDavis & Associates 401(k) Pr…$841KM & L Financial Properties, Inc. Profit Sharing 401(k) PlanM & L Financial Properties, …$841KVictory Iron Works, Inc. Employees Profit Sharing PlanVictory Iron Works, Inc. Emp…$841KColonial Wholesale Distributing 401(k) PlanColonial Wholesale Distribut…$841KColegio Radians, Inc. Cash or Deferred Income PlanColegio Radians, Inc. Cash o…$841K
End-of-year total assets ($M) among Davis & Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

S. Davis & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All S. Davis & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$854K 12.987967020821777% vs 2022
2024 filing year
$0.75M$0.8M$0.85M$0.9M 202220232024 $0.76M $0.85M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 1 $756K
2023 1 1 $841K
2024 1 1 $854K

S. Davis & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$756K
Net Assets (End of Year)$841K
Net Income$86K
Employer EIN341911520
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Davis & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Davis & Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.000841142 · Participants: 1Davis & Associates 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Davis & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Davis & Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Davis & Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is M & L Financial Properties, Inc. Profit Sharing 401(k) Plan in CA ($841K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Davis & Associates 401(k) Profit Sharing Plan assets move in 2023? ▼
Davis & Associates 401(k) Profit Sharing Plan grew at a solid clip - up 11.3% during 2023, from $756K to $841K. Reported net income was $86K.
How have S. Davis & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S. Davis & Associates, Inc.'s sponsor-wide assets grew 13.0%, from $756K to $854K.
Where does Davis & Associates 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Davis & Associates 401(k) Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Davis & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is M & L Financial Properties, Inc. Profit Sharing 401(k) Plan in CA ($841K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Davis & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 341911520.

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.