Profit Sharing · DOL Form 5500 · 2024
M. Davis Management Co. Inc. 401(k) Plan
Data updated 2026-05-15
- $2M
- Total assets
- 212
- Participants
- 31th
- Percentile by assets
- $11,393
- Avg per participant
Sponsored by M. Davis Management Co. Inc. · Illinois · Food Services & Accommodation
What the 2024 filing shows
M. Davis Management Co. Inc. 401(k) Plan holds $2M for 212 participants - about $11,393 per participant, in the lower half of filed plans by assets, down 37.5% over the 2024 plan year.
- $2M
- total plan assets (2024 EOY)
- 212
- covered participants
- 31th
- percentile by assets (of 116,472 plans)
- $11,393
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Profit Sharing · DOL Form 5500 · 2024
What the Filing Says About M. Davis Management Co. Inc. 401(k) Plan
M. Davis Management Co. Inc. 401(k) Plan is a Profit Sharing retirement plan sponsored by M. Davis Management Co. Inc., headquartered in Illinois. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 212 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 371380504, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets contracted severely from $4M at the beginning of 2024 to $2M at year-end - down 37.5%. Net assets (after liabilities) closed the year at $2M, with reported net income of -$1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Across the 2 plan years M. Davis Management Co. Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $3M to $2M, a decline of 17.6%, while reported participants moved from 227 to 212 (-6.6%). Year-by-year, sponsor-wide filings show: 2022 - $3M in assets across 1 plan covering 227 participants; 2024 - $2M in assets across 1 plan covering 212 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank M. Davis Management Co. Inc. 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Total Assets (End of Year) | $2M |
| Net Assets (End of Year) | $2M |
| Net Income | -$1M |
| Plan Type | Profit Sharing |
| Employer EIN | 371380504 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (M. Davis Management Co. Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $3M |
| 2024 | 1 | 212 | $2M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- GE Healthcare Retirement Savings Plan $10.5B · 16,216
- Northwestern Memorial Employee 401(k) Pre-Tax Savings Plan $5.4B · 35,963
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
Frequently Asked Questions
How much money is in the M. Davis Management Co. Inc. 401(k) Plan? ▼
What type of plan is M. Davis Management Co. Inc. 401(k) Plan? ▼
Who sponsors the M. Davis Management Co. Inc. 401(k) Plan? ▼
How did M. Davis Management Co. Inc. 401(k) Plan perform in 2024? ▼
What this filing means
Ways to act on M. Davis Management Co. Inc. 401(k) Plan's numbers.
- By total assets, M. Davis Management Co. Inc. 401(k) Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Illinois. Compare plans
- M. Davis Management Co. Inc.'s sponsor-wide assets have declined 17.6% since 2022 across 2 plan years on file. More Food Services & Accommodation plans
- A Profit Sharing plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 371380504.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.