401(k) · DOL Form 5500 · 2024
The Davey Tree Expert Company 401(k) Plan
Data updated 2026-08-25
- $448M
- Total assets Above avg plan size
- 7,332
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $61,158
- Avg per participant Low balance/head
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.
- #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.
- #4,302
- in Administrative & Support Services (4,368 peers)
- +11.4%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
The Davey 401ksop and ESOP's outsized position by total assets
The Davey 401ksop and ESOP vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$448,407,983 Top 3% higher than 97% 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 Davey 401ksop and ESOP's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Davey 401ksop and ESOP lands in the large band (7,332 participants).
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.
Plan-year Form 5500 strip
Filing strip 340176110 · The Davey Tree Expert Company PY 2024 · 401(k)
The Davey 401ksop and ESOP · $448M · 7,332 · 97th
- PCT $448M
- PCT 7,332
- PCT 97th
- PCT 401(k)
- PCT near Central Hudson Gas & Electric Corporation Savings Incentive Plan
- PCT ind #4302
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 Administrative & Support Services retirement plans → · Plans in Ohio →
The Davey 401ksop and ESOP in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Davey Tree Expert Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $448M 30.631201144483743% vs 2022
- 2024 filing year
| 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.
- 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 |
The Davey 401ksop and ESOP's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Central Hudson Gas & Electric Corporation Savings Incentive Plan in NY ($449M); by covered participants it is Growmark Member Cooperative 401(k) Savings Plan in IL (7,332 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($448M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (7,332 participants); asset peers above are excluded.
- Growmark Member Cooperative 401(k) Savings Plan (IL) 7,332 · 0 off
- Kimley-Horn and Associates, Inc. Retirement Savings and Pension Plan (NC) 7,333 · 1 off
- Barrick Retirement Plan (NV) 7,327 · 5 off
- Akima, LLC 401(k) Plan (VA) 7,338 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.