401(k) · DOL Form 5500 · 2024
Davis+Gilbert LLP 401(k) Plan
Data updated 2026-08-06
- $149M
- Total assets
- 133
- Participants
- 93rd
- Percentile by assets
- $1.1M
- Avg per participant
Official DOL plan name: Davis+Gilbert LLP Profit Sharing Retirement Plan · Sponsored by Davis+Gilbert LLP · New York · Professional & Technical Services
$149M in assets, 133 participants
Davis+Gilbert LLP's Davis+Gilbert LLP Profit Sharing Retirement Plan reported $149M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 116,472 plans)
- #18,406 in Professional & Technical Services (19,542 peers)
Coverage in New York
Davis+Gilbert LLP Profit Sharing Retirement Plan covers 133 participants in New York, about 17% of the average New York filer (state average ~795 per filing). Assets: $149M.
- $149M
- total plan assets (2024 EOY)
- 133
- covered participants
- 93rd
- percentile by assets (of 116,472 plans)
- $1.1M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Davis+Gilbert LLP Profit Sharing Retirement Plan reported net income fell from $22M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Davis+Gilbert LLP Profit Sharing Retirement Plan end-of-year assets rose from $132M in the plan year 2023 filing to $149M in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Davis+Gilbert LLP Profit Sharing Retirement Plan reports 133 participants - about 17% of that state average ($149M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $132M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $17M |
| Employer EIN | 131504385 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Davis+Gilbert LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $109M |
| 2023 | 1 | 132 | $132M |
| 2024 | 1 | 133 | $149M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Davis+Gilbert LLP Profit Sharing Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Davis+Gilbert LLP Profit Sharing Retirement Plan by total assets, not by location.
- World Retirement Plan (NJ) $149M · 2,415
- Winthrop & Weinstine, P.a. 401(k) Plan & Trust (MN) $149M · 297
- Ykk 401(k) Retirement Plan (GA) $149M · 1,062
- Enerpac Tool Group 401(k) Plan (WI) $149M · 546
Frequently Asked Questions
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Filing takeaways
Ways to act on Davis+Gilbert LLP Profit Sharing Retirement Plan's numbers.
- By total assets, Davis+Gilbert LLP Profit Sharing Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Davis+Gilbert LLP's sponsor-wide assets have grown 36.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans