401(k) · DOL Form 5500 · 2024

M. Davis Management Co. Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
212
Participants Below avg headcount
31st
Percentile by assets National rank
$11,393
Avg per participant Low balance/head
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Official DOL plan name: M. Davis Management Co. Inc. 401(k) Plan · Sponsored by M. Davis Management Co. Inc. · Illinois · Food Services & Accommodation

$2M in assets, 212 participants

M. Davis Management Co. Inc.'s M. Davis Management Co. Inc. 401(k) Plan reported $2M in total assets and 212 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,455 in Food Services & Accommodation (3,672 peers)

Coverage in Illinois

M. Davis Management Co. Inc. 401(k) Plan covers 212 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $2M.

#2,455
in Food Services & Accommodation (3,672 peers)
-37.5%
assets change YoY

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.

M. Davis Management Co. Inc. 401(k) Plan among the smaller filed plans by assets

M. Davis Management Co. Inc. 401(k) Plan vs every filed plan by assets

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

$2,415,242 31st percentile higher than 31% 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

M. Davis Management Co. 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. M. Davis Management Co. Inc. 401(k) Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • M. Davis Management Co. Inc. 401(k) Plan reported net income fell from $206K in the plan year 2022 filing to -$1M in the plan year 2024 filing.
  • M. Davis Management Co. Inc. 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2024 filing.
  • M. Davis Management Co. Inc. 401(k) Plan reported participants fell from 227 in the plan year 2022 filing to 212 in the plan year 2024 filing.

See the national 2022→2024 release diff →

DOL schedule card

Filing strip 371380504 · M. Davis Management Co. Inc. PY 2024 · 401(k)

M. Davis Management Co. Inc. 401(k) Plan · $2M · 212 · 31st

  • PART $2M
  • PART 212
  • PART 31st
  • PART 401(k)
  • PART near Advanced Systems Services, Inc., Ddc/ 401(k) Plan
  • PART ind #2455

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 Food Services & Accommodation retirement plans → · Plans in Illinois →

M. Davis Management Co. Inc. 401(k) Plan in the asset neighbourhood

M. Davis Management Co. Inc. 401(k) PlanM. Davis Management Co. Inc.…$2MAdvanced Systems Services, Inc., Ddc/ 401(k) PlanAdvanced Systems Services, I…$2MBlvd Residential Inc. 401(k) PlanBlvd Residential Inc. 401(k)…$2MKaizen Auto Group 401(k) Plan$2MPeriodontal Specialists of North Florida, P. a. 401(k) Profit Sharing Plan and TrustPeriodontal Specialists of N…$2M
End-of-year total assets ($M) among M. Davis Management Co. Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN371380504
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (M. Davis Management Co. Inc.)

Sponsor-wide plan assets over time

All M. Davis Management Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 17.580740600197785% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 20222024 $2.93M $2.42M ▼ -17.4%
Year Plans Participants Total Assets
2022 1 227 $3M
2024 1 212 $2M

Nearby 401(k) Plans in Illinois

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

M. Davis Management Co. Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants M. Davis Management Co. Inc. 401(k) Plan, Total assets ($B): 0.002415242 · Participants: 212M. Davis Management Co. Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
M. Davis Management Co. Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare M. Davis Management Co. Inc. 401(k) Plan side-by-side with 3 peers →

M. Davis Management Co. Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Advanced Systems Services, Inc., Ddc/ 401(k) Plan in CA ($2M); by covered participants it is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 M. Davis Management Co. Inc. 401(k) Plan assets move in 2024? ▼
M. Davis Management Co. Inc. 401(k) Plan contracted severely - down 37.5% during 2024, from $4M to $2M. Reported net income was -$1M.
How have M. Davis Management Co. Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), M. Davis Management Co. Inc.'s sponsor-wide assets declined 17.6%, from $3M to $2M.
Which 401(k) plans are similar in size to M. Davis Management Co. Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Systems Services, Inc., Ddc/ 401(k) Plan in CA ($2M, 22 participants).
Which 401(k) plans cover a similar participant headcount to M. Davis Management Co. Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants, $4M 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 371380504.

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.