401(k) · DOL Form 5500 · 2024

D.a. Davidson Companies 401(k) Plan

Data updated 2026-08-11

$623M
Total assets: 1,619
Participants: 98th
Percentile by assets: $384,603
Avg per participant

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.

98th percentile by assets (of 123,622 plans)
#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.

$623M
total plan assets (2024 EOY): 1,619
covered participants: 98th
percentile by assets (of 123,622 plans): $384,603
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Montana

Industry

Finance & Insurance

Participants vs Montana filers

In Montana, the average filing covers about 271 participants across 404 plans. D.a. Davidson Companies Retirement Savings and Profit Sharing Plan reports 1,619 participants - 6.0x that state average ($623M EOY assets).

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)

Total plan assets by year, all D.a. Davidson Companies plans on file

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.

D.a. Davidson Companies Retirement Savings and Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants

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

Compare D.a. Davidson Companies Retirement Savin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to D.a. Davidson Companies Retirement Savings and Profit Sharing Plan by total assets, not by location.

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

Frequently Asked Questions

How did D.a. Davidson Companies Retirement Savings and Profit Sharing Plan assets move in 2024? ▼

D.a. Davidson Companies Retirement Savings and Profit Sharing Plan grew at a solid clip - up 14.6% during 2024, from $543M to $623M. Reported net income was $79M.

How have D.a. Davidson Companies plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), D.a. Davidson Companies's sponsor-wide assets grew 47.7%, from $541M to $798M.

Where does D.a. Davidson Companies Retirement Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼

D.a. Davidson Companies Retirement Savings and Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to D.a. Davidson Companies Retirement Savings and Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hntb Retirement and Savings Plan in MO ($623M, 6,335 participants).

Next read for D.a. Davidson Companies Retirement Savin…

Filing takeaways

Ways to act on D.a. Davidson Companies Retirement Savings and Profit Sharing Plan's numbers.

By total assets, D.a. Davidson Companies Retirement Savings and Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Montana. Compare plans
D.a. Davidson Companies's sponsor-wide assets have grown 47.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 810439153.