401(k) · DOL Form 5500 · 2024
The Davey Tree Expert Company 401(k) Plan
Data updated 2026-08-11
- $448M
- Total assets
- 7,332
- Participants
- 97th
- Percentile by assets
- $61,158
- Avg per participant
Official DOL plan name: The Davey 401ksop and ESOP · Sponsored by The Davey Tree Expert Company · Ohio · Administrative & Support Services
$448M in assets, 7,332 participants
The Davey Tree Expert Company's The Davey 401ksop and ESOP reported $448M in total assets and 7,332 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #4,302 in Administrative & Support Services (4,368 peers)
Coverage in Ohio
The Davey 401ksop and ESOP covers 7,332 participants in Ohio, 9.6x the typical Ohio plan (state average ~765 per filing). Assets: $448M.
- $448M
- total plan assets (2024 EOY)
- 7,332
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $61,158
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Davey 401ksop and ESOP reported net income fell from $59M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- The Davey 401ksop and ESOP end-of-year assets rose from $403M in the plan year 2023 filing to $448M in the plan year 2024 filing.
- The Davey 401ksop and ESOP reported participants fell from 7,775 in the plan year 2023 filing to 7,332 in the plan year 2024 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. The Davey 401ksop and ESOP reports 7,332 participants - 9.6x that state average ($448M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $403M |
|---|---|
| Net Assets (End of Year) | $448M |
| Net Income | $46M |
| Employer EIN | 340176110 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Davey Tree Expert Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,345 | $343M |
| 2023 | 1 | 7,775 | $403M |
| 2024 | 1 | 7,332 | $448M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Davey 401ksop and ESOP vs. nearby 401(k) plans in Ohio, assets vs. participants
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Scale composition for The Davey 401ksop and ESOP
The Davey 401ksop and ESOP reports $448M in end-of-year assets across 7,332 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $61,158 per participant (44% of the national average assets-per-participant) . Net income for plan year 2024 was $46M.
This plan identity (EIN 340176110, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $343M to $448M (+30.6%) while covered participants moved from 7,345 to 7,332 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,345 | $343M | Open filing |
| 2023 | 7,775 | $403M | Open filing |
| 2024 · index core | 7,332 | $448M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Davey 401ksop and ESOP by total assets, not by location.
- Central Hudson Gas & Electric Corporation Savings Incentive Plan (NY) $449M · 1,192
- Cotiviti Savings Plan (UT) $448M · 4,674
- Plumbers' Retirement Savings Fund, Local 130, U.a. (IL) $449M · 5,871
- Lmi 401(k) Plan (VA) $449M · 2,464
Frequently Asked Questions
How did The Davey 401ksop and ESOP assets move in 2024? ▼
How have The Davey Tree Expert Company plan assets changed over time? ▼
Where does The Davey 401ksop and ESOP rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Davey 401ksop and ESOP? ▼
Next read for The Davey 401ksop and ESOP
Filing takeaways
Ways to act on The Davey 401ksop and ESOP's numbers.
- By total assets, The Davey 401ksop and ESOP ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- The Davey Tree Expert Company's sponsor-wide assets have grown 30.6% since 2022 across 3 plan years on file. More Administrative & Support Services plans