401(k) · DOL Form 5500 · 2024
The Davis Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 588
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $11,370
- Avg per participant Low balance/head
Official DOL plan name: The Davis Companies 401(k) Retirement Plan · Sponsored by The Davis Companies, Inc. · Massachusetts · Other Services
$7M in assets, 588 participants
The Davis Companies, Inc.'s The Davis Companies 401(k) Retirement Plan reported $7M in total assets and 588 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #5,265 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, The Davis Companies 401(k) Retirement Plan ranks #5,265 of 7,719 2024 filers by assets (300% of the sector average)-$7M for 588 participants.
- #5,265
- in Other Services (7,719 peers)
- +4.8%
- assets growth YoY
The Davis Companies 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers
The Davis Companies 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,685,393 47th percentile higher than 47% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Davis Companies 401(k) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Davis Companies 401(k) Retirement Plan sits mid-pack in the medium band (588 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Davis Companies 401(k) Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $328K in the plan year 2024 filing.
- The Davis Companies 401(k) Retirement Plan reported participants fell from 786 in the plan year 2023 filing to 588 in the plan year 2024 filing.
- The Davis Companies 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 043184231 · The Davis Companies, Inc. PY 2024 · 401(k)
The Davis Companies 401(k) Retirement Plan · $7M · 588 · 47th
- TYPE $7M
- TYPE 588
- TYPE 47th
- TYPE 401(k)
- TYPE near Venture Plastics, Inc. 401(k) Profit Sharing Plan
- TYPE ind #5265
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 Other Services retirement plans → · Plans in Massachusetts →
The Davis Companies 401(k) Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $328K |
| Employer EIN | 043184231 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Davis Companies, Inc.)
Sponsor-wide plan assets over time
All The Davis Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 28.462282539687422% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 995 | $5M |
| 2023 | 1 | 786 | $6M |
| 2024 | 1 | 588 | $7M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
The Davis Companies 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Venture Plastics, Inc. 401(k) Profit Sharing Plan in OH ($7M); by covered participants it is Mood401(k) Savings and Retirement Plan in TX (588 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (588 participants); asset peers above are excluded.
- Mood401(k) Savings and Retirement Plan (TX) 588 · 0 off
- Alliance Rv 401(k) and Profit Sharing Plan (IN) 588 · 0 off
- Plunkett's Pest Control, Inc. Employee Savings Plan (MN) 588 · 0 off
- Compugroup Medical Systems 401(k) Plan (TX) 588 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.