401(k) · DOL Form 5500 · 2024

Davis Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
116
Participants Small participant base
77th
Percentile by assets National rank
$253,063
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Davis Companies 401(k) Plan · Sponsored by Davis Management Company, LLC · Massachusetts · Real Estate

$29M in assets, 116 participants

Davis Management Company, LLC's The Davis Companies 401(k) Plan reported $29M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,114 in Real Estate (4,605 peers)

Coverage in Massachusetts

The Davis Companies 401(k) Plan covers 116 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.

#4,114
in Real Estate (4,605 peers)
+9.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Davis Companies 401(k) Plan's outsized position by total assets

The Davis Companies 401(k) Plan vs every filed plan by assets

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

$29,355,350 Top 23% higher than 77% 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

The Davis Companies 401(k) 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) Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Davis Companies 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Davis Companies 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • The Davis Companies 401(k) Plan reported participants fell from 121 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 262592013 · Davis Management Company, LLC PY 2024 · 401(k)

The Davis Companies 401(k) Plan · $29M · 116 · 77th

  • 5500 $29M
  • ASSETS 116
  • PCT 77th
  • EIN 401(k)
  • RANK near Beech-Nut Nutrition Company Employee's Savings Plan
  • PHOTO ind #4114

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 Massachusetts →

The Davis Companies 401(k) Plan in the asset neighbourhood

The Davis Companies 401(k) PlanThe Davis Companies 401(k) P…$29MBeech-Nut Nutrition Company Employee's Savings PlanBeech-Nut Nutrition Company …$29MRlc Profit Sharing 401(k) PlanRlc Profit Sharing 401(k) Pl…$29MFairlead Integrated, LLC 401(k) PlanFairlead Integrated, LLC 401…$29MDexter Fastener Technologies, Inc. Retirement PlanDexter Fastener Technologies…$29M
End-of-year total assets ($M) among The Davis Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN262592013
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis Management Company, LLC)

Sponsor-wide plan assets over time

All Davis Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 33.44719054622368% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22M $29.4M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 116 $22M
2023 1 121 $27M
2024 1 116 $29M

Nearby 401(k) Plans in Massachusetts

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

The Davis Companies 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Davis Companies 401(k) Plan, Total assets ($B): 0.02935535 · Participants: 116The Davis Companies 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
The Davis Companies 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Davis Companies 401(k) Plan side-by-side with 3 peers →

The Davis Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Beech-Nut Nutrition Company Employee's Savings Plan in NY ($29M); by covered participants it is Steelseries 401(k) Plan in IL (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 The Davis Companies 401(k) Plan assets move in 2024? ▼
The Davis Companies 401(k) Plan grew at a solid clip - up 9.5% during 2024, from $27M to $29M. Reported net income was $3M.
How have Davis Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis Management Company, LLC's sponsor-wide assets grew 33.4%, from $22M to $29M.
Where does The Davis Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
The Davis Companies 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Davis Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beech-Nut Nutrition Company Employee's Savings Plan in NY ($29M, 292 participants).
Which 401(k) plans cover a similar participant headcount to The Davis Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelseries 401(k) Plan in IL (116 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 262592013.

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.