401(k) · DOL Form 5500 · 2024

Davenport & Company LLC 401(k) Plan

Data updated 2026-08-25

$416M
Total assets Above avg plan size
490
Participants Below avg headcount
97th
Percentile by assets National rank
$849,724
Avg per participant High balance/head
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Official DOL plan name: Davenport & Company LLC Profit Sharing Plan · Sponsored by Davenport & Company LLC · Virginia · Finance & Insurance

$416M in assets, 490 participants

Davenport & Company LLC's Davenport & Company LLC Profit Sharing Plan reported $416M in total assets and 490 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,068 in Finance & Insurance (8,549 peers)

Where Davenport & Company LLC Profit Sharing Plan sits by assets

Davenport & Company LLC Profit Sharing Plan sits in the top 5% of all filed plans by assets, $416M for 490 participants (~$849,724/participant), up 12.6% in 2024.

#8,068
in Finance & Insurance (8,549 peers)
+12.6%
assets growth YoY
4.2×
vs typical plan assets (national mean)

Davenport & Company LLC Profit Sharing Plan's outsized position by total assets

Davenport & Company LLC Profit Sharing Plan vs every filed plan by assets

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

$416,364,923 Top 3% higher than 97% 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

Davenport & Company LLC Profit Sharing 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. Davenport & Company LLC Profit Sharing Plan sits mid-pack in the medium band (490 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Davenport & Company LLC Profit Sharing Plan reported net income fell from $54M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Davenport & Company LLC Profit Sharing Plan end-of-year assets rose from $370M in the plan year 2023 filing to $416M in the plan year 2024 filing.
  • Davenport & Company LLC Profit Sharing Plan reported participants rose from 473 in the plan year 2023 filing to 490 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 541835842 · Davenport & Company LLC PY 2024 · 401(k)

Davenport & Company LLC Profit Sharing Plan · $416M · 490 · 97th

  • BOY $416M
  • BOY 490
  • BOY 97th
  • BOY 401(k)
  • BOY near Herbalife International of America, Inc. Employees 401(k) Profit Sharing
  • BOY ind #8068

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 Finance & Insurance retirement plans → · Plans in Virginia →

Davenport & Company LLC Profit Sharing Plan in the asset neighbourhood

Ncr Atleos Savings Plan$417MAmn Healthcare 401(k) Retirement Savings PlanAmn Healthcare 401(k) Retire…$417MHerbalife International of America, Inc. Employees 401(k) Profit SharingHerbalife International of A…$417MDavenport & Company LLC Profit Sharing PlanDavenport & Company LLC Prof…$416MMsa Retirement Savings Plan$415M
End-of-year total assets ($M) among Davenport & Company LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$370M
Net Assets (End of Year)$416M
Net Income$46M
Employer EIN541835842
Plan Effective Date1972-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davenport & Company LLC)

Sponsor-wide plan assets over time

All Davenport & Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$416M 31.67631120886058% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $316M $416M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 471 $316M
2023 1 473 $370M
2024 1 490 $416M

Nearby 401(k) Plans in Virginia

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

Davenport & Company LLC Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Davenport & Company LLC Profit Sharing Plan, Total assets ($B): 0.416364923 · Participants: 490Davenport & Company LLC Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Davenport & Company LLC Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Davenport & Company LLC Profit Sharing Plan side-by-side with 3 peers →

Davenport & Company LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Herbalife International of America, Inc. Employees 401(k) Profit Sharing in CA ($417M); by covered participants it is Ascent Industries Co. 401(k) Plan in IL (490 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($416M here).

Similar participant headcount

Nearest other-state filings by covered participants (490 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 Davenport & Company LLC Profit Sharing Plan assets move in 2024? ▼
Davenport & Company LLC Profit Sharing Plan grew at a solid clip - up 12.6% during 2024, from $370M to $416M. Reported net income was $46M.
How have Davenport & Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davenport & Company LLC's sponsor-wide assets grew 31.7%, from $316M to $416M.
Where does Davenport & Company LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Davenport & Company LLC Profit Sharing Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Davenport & Company LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herbalife International of America, Inc. Employees 401(k) Profit Sharing in CA ($417M, 2,505 participants).
Which 401(k) plans cover a similar participant headcount to Davenport & Company LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ascent Industries Co. 401(k) Plan in IL (490 participants, $30M 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 541835842.

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.