401(k) · DOL Form 5500 · 2024

Davies & Monahan, P.C. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 6
Participants Small participant base: 46th
Percentile by assets National rank: $1.1M
Avg per participant High balance/head

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Official DOL plan name: Davies & Monahan, P.C. Retirement Plan · Sponsored by Davies & Monahan, P.C. · Massachusetts · Professional & Technical Services

$6M in assets, 6 participants

Davies & Monahan, P.C.'s Davies & Monahan, P.C. Retirement Plan reported $6M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

#8,933 in Professional & Technical Services (20,173 peers)

Davies & Monahan, P.C. multi-year trail

Davies & Monahan, P.C.'s plans moved +48.0% in assets from 2022 to 2024; this filing shows Davies & Monahan, P.C. Retirement Plan at $6M / 6 participants.

#8,933
in Professional & Technical Services (20,173 peers): +19.8%
assets growth YoY

Davies & Monahan, P.C. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Davies & Monahan, P.C. Retirement Plan vs every filed plan by assets

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

$6,314,067 46th percentile higher than 46% 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

Davies & Monahan, P.C. Retirement 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. Davies & Monahan, P.C. Retirement Plan is a micro filing (6 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Davies & Monahan, P.C. Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043245662 · Davies & Monahan, P.C. PY 2024 · 401(k)

Davies & Monahan, P.C. Retirement Plan · $6M · 6 · 46th

ASSETS $6M
PCT 6
EIN 46th
RANK 401(k)
PHOTO near Stoke Space Technologies 401(k) Plan
IND ind #8933

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 Massachusetts →

End-of-year total assets ($M) among Davies & Monahan, P.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Davies & Monahan, P.C. multi-year asset trail

Latest sponsor-wide plan assets: $6M 47.99516032365453% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	7	$4M
2023	1	6	$5M
2024	1	6	$6M

Davies & Monahan, P.C. filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$1M
Employer EIN	043245662
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Davies & Monahan, P.C. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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

Compare Davies & Monahan, P.C. Retirement Plan side-by-side with 3 peers →

Davies & Monahan, P.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Stoke Space Technologies 401(k) Plan in WA ($6M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Stoke Space Technologies 401(k) Plan (WA) $6M · 99
Neuman Aluminium Impact Extrusion, Inc. Employees Savings Trust (VA) $6M · 91
Scranton Dodge 401(k) Plan (PA) $6M · 112
Search for Change, Inc. 401(k) Plan (NY) $6M · 103

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Caliche, Ltd 401(k) (TX) 6 · 0 off
Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off

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 Davies & Monahan, P.C. Retirement Plan assets move in 2024? ▼

Davies & Monahan, P.C. Retirement Plan grew sharply - up 19.8% during 2024, from $5M to $6M. Reported net income was $1M.

How have Davies & Monahan, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Davies & Monahan, P.C.'s sponsor-wide assets grew 48.0%, from $4M to $6M.

Which 401(k) plans are similar in size to Davies & Monahan, P.C. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Stoke Space Technologies 401(k) Plan in WA ($6M, 99 participants).

Which 401(k) plans cover a similar participant headcount to Davies & Monahan, P.C. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 043245662.