401(k) · DOL Form 5500 · 2024

Craig Davis Properties Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
30th
Percentile by assets National rank
$117,476
Avg per participant Below avg balance/head
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Official DOL plan name: Craig Davis Properties, Inc. Retirement Savings Plan · Sponsored by Craig Davis Properties Inc · North Carolina · Real Estate

$2M in assets, 18 participants

Craig Davis Properties Inc's Craig Davis Properties, Inc. Retirement Savings Plan reported $2M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,272 in Real Estate (4,605 peers)

Craig Davis Properties Inc multi-year trail

Craig Davis Properties Inc's plans moved +39.7% in assets from 2022 to 2024; this filing shows Craig Davis Properties, Inc. Retirement Savings Plan at $2M / 18 participants.

#2,272
in Real Estate (4,605 peers)
+19.6%
assets growth YoY

Craig Davis Properties, Inc. Retirement Savings Plan among the smaller filed plans by assets

Craig Davis Properties, Inc. Retirement Savings Plan vs every filed plan by assets

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

$2,114,568 30th percentile higher than 30% 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

Craig Davis Properties, Inc. Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Craig Davis Properties, Inc. Retirement Savings Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Craig Davis Properties, Inc. Retirement Savings Plan reported net income rose from $254K in the plan year 2023 filing to $346K in the plan year 2024 filing.
  • Craig Davis Properties, Inc. Retirement Savings Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Craig Davis Properties, Inc. Retirement Savings Plan reported participants fell from 22 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 561632230 · Craig Davis Properties Inc PY 2024 · 401(k)

Craig Davis Properties, Inc. Retirement Savings Plan · $2M · 18 · 30th

  • EIN $2M
  • EIN 18
  • EIN 30th
  • EIN 401(k)
  • EIN near The Rosedale Group, Inc. 401(k) Plan
  • EIN ind #2272

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 Real Estate retirement plans → · Plans in North Carolina →

Craig Davis Properties, Inc. Retirement Savings Plan in the asset neighbourhood

Craig Davis Properties, Inc. Retirement Savings PlanCraig Davis Properties, Inc.…$2MThe Rosedale Group, Inc. 401(k) PlanThe Rosedale Group, Inc. 401…$2MLaw Offices of Schwartz & Cera Ny, PLLC 401(k) Profit Sharing PlanLaw Offices of Schwartz & Ce…$2MPloutus Advisors Tax Corp. Retirement PlanPloutus Advisors Tax Corp. R…$2MCreative Builder Services Inc. Retirement PlanCreative Builder Services In…$2M
End-of-year total assets ($M) among Craig Davis Properties, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Craig Davis Properties Inc multi-year asset trail

Sponsor-wide plan assets over time

All Craig Davis Properties Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 39.67123327483337% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.51M $2.11M ▲ +39.7%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 22 $2M
2024 1 18 $2M

Craig Davis Properties Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$346K
Employer EIN561632230
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Craig Davis Properties, Inc. Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Craig Davis Properties, Inc. Retirement Savings Plan, Total assets ($B): 0.002114568 · Participants: 18Craig Davis Properties, Inc. Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Craig Davis Properties, Inc. Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Craig Davis Properties, Inc. Retirement Savings Plan side-by-side with 3 peers →

Craig Davis Properties, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is The Rosedale Group, Inc. 401(k) Plan in GA ($2M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Craig Davis Properties, Inc. Retirement Savings Plan assets move in 2024? ▼
Craig Davis Properties, Inc. Retirement Savings Plan grew sharply - up 19.6% during 2024, from $2M to $2M. Reported net income was $346K.
How have Craig Davis Properties Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Craig Davis Properties Inc's sponsor-wide assets grew 39.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Craig Davis Properties, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Rosedale Group, Inc. 401(k) Plan in GA ($2M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Craig Davis Properties, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 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 561632230.

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.