401(k) · DOL Form 5500 · 2024

Davidson Chevrolet, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 288
Participants Below avg headcount: 67th
Percentile by assets National rank: $59,066
Avg per participant Low balance/head

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Official DOL plan name: Davidson Group, Inc. 401(k) Plan · Sponsored by Davidson Chevrolet, Inc. · New York · Retail Trade

$17M in assets, 288 participants

Davidson Chevrolet, Inc.'s Davidson Group, Inc. 401(k) Plan reported $17M in total assets and 288 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

#6,256 in Retail Trade (8,048 peers)

Coverage in New York

Davidson Group, Inc. 401(k) Plan covers 288 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $17M.

#6,256
in Retail Trade (8,048 peers): +17.5%
assets growth YoY

Davidson Group, Inc. 401(k) Plan's outsized position by total assets

Davidson Group, Inc. 401(k) Plan vs every filed plan by assets

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

$17,011,079 Top 33% higher than 67% 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

Davidson Group, Inc. 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. Davidson Group, Inc. 401(k) Plan sits mid-pack in the medium band (288 participants).

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%)

Davidson Group, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Davidson Group, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Davidson Group, Inc. 401(k) Plan reported participants rose from 270 in the plan year 2023 filing to 288 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 161230125 · Davidson Chevrolet, Inc. PY 2024 · 401(k)

Davidson Group, Inc. 401(k) Plan · $17M · 288 · 67th

PHOTO $17M
IND 288
EOY 67th
5500 401(k)
ASSETS near Mwi Corporation Employees' Incentive Savings Plan
PCT ind #6256

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 Retail Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among Davidson Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$17M
Net Income	$3M
Employer EIN	161230125
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Davidson Chevrolet, Inc.)

Latest sponsor-wide plan assets: $17M 39.14002848059075% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	284	$12M
2023	1	270	$14M
2024	1	288	$17M

Nearby 401(k) Plans in New York

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

Davidson Group, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Davidson Group, Inc. 401(k) Plan side-by-side with 3 peers →

Davidson Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mwi Corporation Employees' Incentive Savings Plan in FL ($17M); by covered participants it is Livevox, Inc. 401(k) Retirement Plan in CA (288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Mwi Corporation Employees' Incentive Savings Plan (FL) $17M · 220
Sera Architects, Inc. Profit Sharing Plan (OR) $17M · 105
Standard Mortgage Corporation Profit Sharing 401(k) Plan (LA) $17M · 110
Point C Retirement Savings Plan (WI) $17M · 253

Similar participant headcount

Nearest other-state filings by covered participants (288 participants); asset peers above are excluded.

Livevox, Inc. 401(k) Retirement Plan (CA) 288 · 0 off
Lightsource Renewable Energy US LLC 401(k) Plan (CA) 288 · 0 off
Telesign Corporation 401(k) Plan (CA) 288 · 0 off
Dhaliwal Labs 401(k) Plan (IL) 288 · 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 Davidson Group, Inc. 401(k) Plan assets move in 2024? ▼

Davidson Group, Inc. 401(k) Plan grew sharply - up 17.5% during 2024, from $14M to $17M. Reported net income was $3M.

How have Davidson Chevrolet, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Davidson Chevrolet, Inc.'s sponsor-wide assets grew 39.1%, from $12M to $17M.

Which 401(k) plans are similar in size to Davidson Group, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mwi Corporation Employees' Incentive Savings Plan in FL ($17M, 220 participants).

Which 401(k) plans cover a similar participant headcount to Davidson Group, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Livevox, Inc. 401(k) Retirement Plan in CA (288 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 161230125.