401(k) · DOL Form 5500 · 2024
Davis Partnership, P.C. 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 178
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $136,960
- Avg per participant Near avg balance/head
Official DOL plan name: Davis Partnership, P.C. 401(k) Plan · Sponsored by Davis Partnership, P.C. · Colorado · Professional & Technical Services
$24M in assets, 178 participants
Davis Partnership, P.C.'s Davis Partnership, P.C. 401(k) Plan reported $24M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #14,842 in Professional & Technical Services (20,173 peers)
Coverage in Colorado
Davis Partnership, P.C. 401(k) Plan covers 178 participants in Colorado, about 47% of the average Colorado filer (state average ~376 per filing). Assets: $24M.
- #14,842
- in Professional & Technical Services (20,173 peers)
- +13.1%
- assets growth YoY
Davis Partnership, P.C. 401(k) Plan's outsized position by total assets
Davis Partnership, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,378,945 Top 26% higher than 74% 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 Partnership, P.C. 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. Davis Partnership, P.C. 401(k) Plan sits mid-pack in the medium band (178 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Davis Partnership, P.C. 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Davis Partnership, P.C. 401(k) Plan reported participants fell from 195 in the plan year 2023 filing to 178 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 840633105 · Davis Partnership, P.C. PY 2024 · 401(k)
Davis Partnership, P.C. 401(k) Plan · $24M · 178 · 74th
- SCH $24M
- SCH 178
- SCH 74th
- SCH 401(k)
- SCH near Co-Op 401(k) Plan
- SCH ind #14842
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 Colorado →
Davis Partnership, P.C. 401(k) Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 840633105 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Davis Partnership, P.C.)
Sponsor-wide plan assets over time
All Davis Partnership, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 30.737916086865212% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $19M |
| 2023 | 1 | 195 | $22M |
| 2024 | 1 | 178 | $24M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Davis Partnership, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Co-Op 401(k) Plan in WI ($24M); by covered participants it is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Co-Op 401(k) Plan (WI) $24M · 354
- Amtex Supply Holdings, Inc. Retirement Plan & Trust (IL) $24M · 216
- Water Environment Federation 401(k) Plan (VA) $24M · 91
- Roane General Hospital 401(k) Profit Sharing Plan (WV) $24M · 338
Similar participant headcount
Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.
- Bauer's Intelligent Transportation, Inc. 401(k) Plan (CA) 178 · 0 off
- Miller Motorcars, Inc. 401(k) Plan (CT) 178 · 0 off
- Tulsa Zoo Management, Inc. 401(k) Plan (OK) 178 · 0 off
- Midsouth Satellite LLC 401(k) Profit Sharing Plan and Trust (TN) 178 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.