401(k) · DOL Form 5500 · 2024
D.a. Davidson Companies 401(k) Plan
Data updated 2026-08-25
- $623M
- Total assets Above avg plan size
- 1,619
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $384,603
- Avg per participant High balance/head
Official DOL plan name: D.a. Davidson Companies Retirement Savings and Profit Sharing Plan · Sponsored by D.a. Davidson Companies · Montana · Finance & Insurance
$623M in assets, 1,619 participants
D.a. Davidson Companies's D.a. Davidson Companies Retirement Savings and Profit Sharing Plan reported $623M in total assets and 1,619 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,191 in Finance & Insurance (8,549 peers)
Coverage in Montana
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan covers 1,619 participants in Montana, 6.0x the typical Montana plan (state average ~271 per filing). Assets: $623M.
- #8,191
- in Finance & Insurance (8,549 peers)
- +14.6%
- assets growth YoY
- 6.2×
- vs typical plan assets (national mean)
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan's outsized position by total assets
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$622,672,637 Top 2% higher than 98% 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
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. D.a. Davidson Companies Retirement Savings and Profit Sharing Plan lands in the large band (1,619 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan reported net income fell from $121M in the plan year 2023 filing to $79M in the plan year 2024 filing.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan end-of-year assets rose from $543M in the plan year 2023 filing to $623M in the plan year 2024 filing.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan reported participants rose from 1,580 in the plan year 2023 filing to 1,619 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 810439153 · D.a. Davidson Companies PY 2024 · 401(k)
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan · $623M · 1,619 · 98th
- EOY $623M
- EOY 1,619
- EOY 98th
- EOY 401(k)
- EOY near Hntb Retirement and Savings Plan
- EOY ind #8191
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 Montana →
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan in the asset neighbourhood
Montana filing particulars
| Total Assets (Beginning of Year) | $543M |
|---|---|
| Net Assets (End of Year) | $623M |
| Net Income | $79M |
| Employer EIN | 810439153 |
| Plan Effective Date | 1964-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (D.a. Davidson Companies)
Sponsor-wide plan assets over time
All D.a. Davidson Companies plans reported in each filing year
- Latest sponsor-wide plan assets
- $798M 47.653124861464605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,875 | $541M |
| 2023 | 2 | 3,054 | $693M |
| 2024 | 2 | 3,138 | $798M |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $538M · 3,215
- Northwestern Energy 401(k) Retirement Savings Plan $513M · 1,571
- Logan Health Retirement Savings Plan $500M · 4,288
- First Interstate Bancsystem, Inc. 401(k) Plan $482M · 3,530
- Washington Companies 401(k) Retirement Savings Plan $313M · 2,112
D.a. Davidson Companies Retirement Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Hntb Retirement and Savings Plan in MO ($623M); by covered participants it is Anne Arundel Dermatology, P.a., Profit Sharing Plan in MD (1,619 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($623M here).
- Hntb Retirement and Savings Plan (MO) $623M · 6,335
- Puget Sound Electrical Workers 401(k) Savings Plan (WA) $622M · 7,951
- The Quikrete Companies Profit Sharing and Tax Deferred Plan (GA) $622M · 12,489
- FUTUREGUARD (MI) $623M · 4,247
Similar participant headcount
Nearest other-state filings by covered participants (1,619 participants); asset peers above are excluded.
- Anne Arundel Dermatology, P.a., Profit Sharing Plan (MD) 1,619 · 0 off
- Alliance Group Retirement Plan (AZ) 1,619 · 0 off
- Midway Products Group, Inc. 401(k) Plan (MI) 1,618 · 1 off
- Coushatta Tribe 401(k) Savings Plan (LA) 1,618 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.