401(k) · DOL Form 5500 · 2024

Davis Davis and Associates 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
37th
Percentile by assets National rank
$470,007
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Davis Davis and Associates Retirement Plan · Sponsored by Davis Davis and Associates · Pennsylvania · Professional & Technical Services

$4M in assets, 8 participants

Davis Davis and Associates's Davis Davis and Associates Retirement Plan reported $4M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,909 in Professional & Technical Services (20,173 peers)

Davis Davis and Associates multi-year trail

Davis Davis and Associates's plans moved +37.9% in assets from 2022 to 2024; this filing shows Davis Davis and Associates Retirement Plan at $4M / 8 participants.

#6,909
in Professional & Technical Services (20,173 peers)
+17.6%
assets growth YoY

Davis Davis and Associates Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Davis Davis and Associates Retirement Plan vs every filed plan by assets

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

$3,760,052 37th percentile higher than 37% 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

Davis Davis and Associates Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Davis Davis and Associates Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Davis Davis and Associates Retirement Plan reported net income rose from $471K in the plan year 2023 filing to $564K in the plan year 2024 filing.
  • Davis Davis and Associates Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Davis Davis and Associates Retirement Plan reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 251443981 · Davis Davis and Associates PY 2024 · 401(k)

Davis Davis and Associates Retirement Plan · $4M · 8 · 37th

  • BOY $4M
  • BOY 8
  • BOY 37th
  • BOY 401(k)
  • BOY near Beaton, Inc. 401(k) Plan
  • BOY ind #6909

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 Pennsylvania →

Davis Davis and Associates Retirement Plan in the asset neighbourhood

Davis Davis and Associates Retirement PlanDavis Davis and Associates R…$4MBeaton, Inc. 401(k) Plan$4MAdvent Global Solutions, Inc. 401(k) PlanAdvent Global Solutions, Inc…$4MHulse Construction Co. 401(k) Profit Sharing PlanHulse Construction Co. 401(k…$4MAq Transformer Solutions Inc.$4M
End-of-year total assets ($M) among Davis Davis and Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Davis Davis and Associates multi-year asset trail

Sponsor-wide plan assets over time

All Davis Davis and Associates plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.942050465547986% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.73M $3.76M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 7 $3M
2024 1 8 $4M

Davis Davis and Associates filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$564K
Employer EIN251443981
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Davis Davis and Associates Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Davis Davis and Associates Retirement Plan, Total assets ($B): 0.003760052 · Participants: 8Davis Davis and Associates Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Davis Davis and Associates Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Davis Davis and Associates Retirement Plan side-by-side with 3 peers →

Davis Davis and Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Beaton, Inc. 401(k) Plan in IA ($4M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Davis Davis and Associates Retirement Plan assets move in 2024? ▼
Davis Davis and Associates Retirement Plan grew sharply - up 17.6% during 2024, from $3M to $4M. Reported net income was $564K.
How have Davis Davis and Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis Davis and Associates's sponsor-wide assets grew 37.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Davis Davis and Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beaton, Inc. 401(k) Plan in IA ($4M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Davis Davis and Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 251443981.

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.