401(k) · DOL Form 5500 · 2024
Ned Davis Research, Inc. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 70
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $382,042
- Avg per participant High balance/head
Official DOL plan name: Ned Davis Research Inc and Affiliated Companies 401(k) Plan · Sponsored by Ned Davis Research, Inc. · Florida · Finance & Insurance
$27M in assets, 70 participants
Ned Davis Research, Inc.'s Ned Davis Research Inc and Affiliated Companies 401(k) Plan reported $27M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #5,320 in Finance & Insurance (8,549 peers)
Where Ned Davis Research Inc and Affiliated Companies 401(k) Plan sits by assets
Ned Davis Research Inc and Affiliated Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 70 participants (~$382,042/participant), up 13.5% in 2024.
- #5,320
- in Finance & Insurance (8,549 peers)
- +13.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Ned Davis Research Inc and Affiliated Companies 401(k) Plan's outsized position by total assets
Ned Davis Research Inc and Affiliated Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,742,947 Top 25% higher than 75% 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
Ned Davis Research Inc and Affiliated Companies 401(k) 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. Ned Davis Research Inc and Affiliated Companies 401(k) Plan is a small filing (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ned Davis Research Inc and Affiliated Companies 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Ned Davis Research Inc and Affiliated Companies 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Ned Davis Research Inc and Affiliated Companies 401(k) Plan reported participants rose from 68 in the plan year 2023 filing to 70 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 592026201 · Ned Davis Research, Inc. PY 2024 · 401(k)
Ned Davis Research Inc and Affiliated Companies 401(k) Plan · $27M · 70 · 75th
- BOOK $27M
- BOOK 70
- BOOK 75th
- BOOK 401(k)
- BOOK near Zb Davis 401(k) Plan
- BOOK ind #5320
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 Florida →
Ned Davis Research Inc and Affiliated Companies 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 592026201 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ned Davis Research, Inc.)
Sponsor-wide plan assets over time
All Ned Davis Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 35.107053720708016% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 76 | $20M |
| 2023 | 1 | 68 | $24M |
| 2024 | 1 | 70 | $27M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Ned Davis Research Inc and Affiliated Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Zb Davis 401(k) Plan in SD ($27M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Zb Davis 401(k) Plan (SD) $27M · 109
- Basell Retirement Savings Plan (TX) $27M · 93
- Paytronix Systems, Inc. 401(k) Profit Sharing Plan (MA) $27M · 249
- Quantum Metric 401(k) Plan (CO) $27M · 327
Similar participant headcount
Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.
- Revenir Energy Services LLC 401(k) Plan (CO) 70 · 0 off
- Bogota Savings Bank 401(k) Savings Plan (NJ) 70 · 0 off
- Quebedeaux Pontiac Gmc 401(k) Plan (AZ) 70 · 0 off
- Chairish, Inc. 401(k) Plan (CA) 70 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.