401(k) · DOL Form 5500 · 2024

Davis+Gilbert LLP 401(k) Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
133
Participants Small participant base
93rd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #18,979 in Professional & Technical Services (20,173 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 ~798 per filing). Assets: $149M.

#18,979
in Professional & Technical Services (20,173 peers)
+13.4%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Davis+Gilbert LLP Profit Sharing Retirement Plan's outsized position by total assets

Davis+Gilbert LLP Profit Sharing Retirement Plan vs every filed plan by assets

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

$149,218,208 Top 7% higher than 93% 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+Gilbert LLP Profit Sharing Retirement 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+Gilbert LLP Profit Sharing Retirement Plan sits mid-pack in the medium band (133 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 131504385 · Davis+Gilbert LLP PY 2024 · 401(k)

Davis+Gilbert LLP Profit Sharing Retirement Plan · $149M · 133 · 93rd

  • IND $149M
  • EOY 133
  • 5500 93rd
  • ASSETS 401(k)
  • PCT near World Retirement Plan
  • EIN ind #18979

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 New York →

Davis+Gilbert LLP Profit Sharing Retirement Plan in the asset neighbourhood

Davis+Gilbert LLP Profit Sharing Retirement PlanDavis+Gilbert LLP Profit Sha…$149MWorld Retirement Plan$149MWinthrop & Weinstine, P.a. 401(k) Plan & TrustWinthrop & Weinstine, P.a. 4…$149MYkk 401(k) Retirement Plan$149MEnerpac Tool Group 401(k) PlanEnerpac Tool Group 401(k) Pl…$149M
End-of-year total assets ($M) among Davis+Gilbert LLP Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$149M
Net Income$17M
Employer EIN131504385
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis+Gilbert LLP)

Sponsor-wide plan assets over time

All Davis+Gilbert LLP plans reported in each filing year

Latest sponsor-wide plan assets
$149M 36.521383492586104% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $109M $149M ▲ +36.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Davis+Gilbert LLP Profit Sharing Retirement Plan, Total assets ($B): 0.149218208 · Participants: 133Davis+Gilbert LLP Profit Sharing Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Davis+Gilbert LLP Profit Sharing Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Davis+Gilbert LLP Profit Sharing Retirement Plan side-by-side with 3 peers →

Davis+Gilbert LLP Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is World Retirement Plan in NJ ($149M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($149M here).

Similar participant headcount

Nearest other-state filings by covered participants (133 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+Gilbert LLP Profit Sharing Retirement Plan assets move in 2024? ▼
Davis+Gilbert LLP Profit Sharing Retirement Plan grew at a solid clip - up 13.4% during 2024, from $132M to $149M. Reported net income was $17M.
How have Davis+Gilbert LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Davis+Gilbert LLP's sponsor-wide assets grew 36.5%, from $109M to $149M.
Where does Davis+Gilbert LLP Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Davis+Gilbert LLP Profit Sharing Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Davis+Gilbert LLP Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is World Retirement Plan in NJ ($149M, 2,415 participants).
Which 401(k) plans cover a similar participant headcount to Davis+Gilbert LLP Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants, N/A 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 131504385.

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.