401(k) · DOL Form 5500 · 2024
Davis, Malm & D'agostine, P.C. 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 51
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $813,792
- Avg per participant High balance/head
Official DOL plan name: Davis, Malm & Dagostine, P.C. Salary Savings Plan · Sponsored by Davis, Malm & D'agostine, P.C. · Massachusetts · Professional & Technical Services
$42M in assets, 51 participants
Davis, Malm & D'agostine, P.C.'s Davis, Malm & Dagostine, P.C. Salary Savings Plan reported $42M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,624 in Professional & Technical Services (20,173 peers)
Where Davis, Malm & Dagostine, P.C. Salary Savings Plan sits by assets
Davis, Malm & Dagostine, P.C. Salary Savings Plan sits in the top quartile of all filed plans by assets, $42M for 51 participants (~$813,792/participant), up 8.3% in 2024.
- #16,624
- in Professional & Technical Services (20,173 peers)
- +8.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Davis, Malm & Dagostine, P.C. Salary Savings Plan's outsized position by total assets
Davis, Malm & Dagostine, P.C. Salary Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,503,380 Top 18% higher than 82% 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
Davis, Malm & Dagostine, P.C. Salary 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. Davis, Malm & Dagostine, P.C. Salary Savings Plan is a small filing (51 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 043139791 · Davis, Malm & D'agostine, P.C. PY 2024 · 401(k)
Davis, Malm & Dagostine, P.C. Salary Savings Plan · $42M · 51 · 82nd
- PART $42M
- PART 51
- PART 82nd
- PART 401(k)
- PART near 1 Source Business Solutions 401(k) Plan
- PART ind #16624
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Davis, Malm & Dagostine, P.C. Salary Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $3M |
| Employer EIN | 043139791 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Davis, Malm & Dagostine, P.C. Salary Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is 1 Source Business Solutions 401(k) Plan in UT ($42M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- 1 Source Business Solutions 401(k) Plan (UT) $42M · 2,255
- M-Aurora 401(k) Plan (CA) $41M · 17
- Port Madison Enterprises 401(k) Plan (WA) $41M · 709
- Advanced Medical Technology Association Savings Plan (DC) $42M · 85
Similar participant headcount
Nearest other-state filings by covered participants (51 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.