Civic Intelligence

Davis Management Company LLC

Plan context: The Davis Companies 401(K) Plan

EIN 26-2592013 • Boston, MA • 19 filings • 3 plans

125 High Street, 21st FloorBoston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

112

2024 Assets

$29,355,350

2024 Contributions

$2,637,325

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$29,355,350$14,677,675$0201120182024YearValue
$29,355,350Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

121610201120182024YearValue
112Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242112$29,355,350$2,637,325$23,548iApproximate average salary by contribution assumption: employee only about $588,689 at 4% or $392,459 at 6%; with 50% employer match about $392,459 at 4% or $261,639 at 6%; with 100% employer match about $294,344 at 4% or $196,230 at 6%.
The Davis Companies 401(K) Plan-108$29,355,350$2,637,325$24,420iApproximate average salary by contribution assumption: employee only about $610,492 at 4% or $406,995 at 6%; with 50% employer match about $406,995 at 4% or $271,330 at 6%; with 100% employer match about $305,246 at 4% or $203,497 at 6%.
Davis Management Company LLC Health and Welfare Plan-112---
20232120$26,817,541$2,770,487$23,087iApproximate average salary by contribution assumption: employee only about $577,185 at 4% or $384,790 at 6%; with 50% employer match about $384,790 at 4% or $256,527 at 6%; with 100% employer match about $288,592 at 4% or $192,395 at 6%.
The Davis Companies 401(K) Plan-116$26,817,541$2,770,487$23,884iApproximate average salary by contribution assumption: employee only about $597,088 at 4% or $398,058 at 6%; with 50% employer match about $398,058 at 4% or $265,372 at 6%; with 100% employer match about $298,544 at 4% or $199,029 at 6%.
Davis Management Company LLC Health and Welfare Plan-120---
20222121$21,997,728$3,313,236$27,382iApproximate average salary by contribution assumption: employee only about $684,553 at 4% or $456,369 at 6%; with 50% employer match about $456,369 at 4% or $304,246 at 6%; with 100% employer match about $342,276 at 4% or $228,184 at 6%.
The Davis Companies 401(K) Plan-121$21,997,728$3,313,236$27,382iApproximate average salary by contribution assumption: employee only about $684,553 at 4% or $456,369 at 6%; with 50% employer match about $456,369 at 4% or $304,246 at 6%; with 100% employer match about $342,276 at 4% or $228,184 at 6%.
Davis Management Company LLC Health and Welfare Plan-116---
20212116$24,301,200$2,547,691$21,963iApproximate average salary by contribution assumption: employee only about $549,071 at 4% or $366,048 at 6%; with 50% employer match about $366,048 at 4% or $244,032 at 6%; with 100% employer match about $274,536 at 4% or $183,024 at 6%.
The Davis Companies 401(K) Plan-116$24,301,200$2,547,691$21,963iApproximate average salary by contribution assumption: employee only about $549,071 at 4% or $366,048 at 6%; with 50% employer match about $366,048 at 4% or $244,032 at 6%; with 100% employer match about $274,536 at 4% or $183,024 at 6%.
Davis Management Company LLC Health and Welfare Plan-113---
20202115$19,479,862$2,369,490$20,604iApproximate average salary by contribution assumption: employee only about $515,107 at 4% or $343,404 at 6%; with 50% employer match about $343,404 at 4% or $228,936 at 6%; with 100% employer match about $257,553 at 4% or $171,702 at 6%.
The Davis Companies 401(K) Plan-115$19,479,862$2,369,490$20,604iApproximate average salary by contribution assumption: employee only about $515,107 at 4% or $343,404 at 6%; with 50% employer match about $343,404 at 4% or $228,936 at 6%; with 100% employer match about $257,553 at 4% or $171,702 at 6%.
Davis Management Company LLC Health and Welfare Plan-113---
20191112$17,245,844$2,089,625$18,657iApproximate average salary by contribution assumption: employee only about $466,434 at 4% or $310,956 at 6%; with 50% employer match about $310,956 at 4% or $207,304 at 6%; with 100% employer match about $233,217 at 4% or $155,478 at 6%.
The Davis Companies 401(K) Plan-112$17,245,844$2,089,625$18,657iApproximate average salary by contribution assumption: employee only about $466,434 at 4% or $310,956 at 6%; with 50% employer match about $310,956 at 4% or $207,304 at 6%; with 100% employer match about $233,217 at 4% or $155,478 at 6%.
2018198$12,860,376$2,788,480$28,454iApproximate average salary by contribution assumption: employee only about $711,347 at 4% or $474,231 at 6%; with 50% employer match about $474,231 at 4% or $316,154 at 6%; with 100% employer match about $355,673 at 4% or $237,116 at 6%.
The Davis Companies 401(K) Plan-98$12,860,376$2,788,480$28,454iApproximate average salary by contribution assumption: employee only about $711,347 at 4% or $474,231 at 6%; with 50% employer match about $474,231 at 4% or $316,154 at 6%; with 100% employer match about $355,673 at 4% or $237,116 at 6%.
20171115$12,171,369$2,056,141$17,879iApproximate average salary by contribution assumption: employee only about $446,987 at 4% or $297,991 at 6%; with 50% employer match about $297,991 at 4% or $198,661 at 6%; with 100% employer match about $223,494 at 4% or $148,996 at 6%.
The Davis Companies 401(K) Plan-115$12,171,369$2,056,141$17,879iApproximate average salary by contribution assumption: employee only about $446,987 at 4% or $297,991 at 6%; with 50% employer match about $297,991 at 4% or $198,661 at 6%; with 100% employer match about $223,494 at 4% or $148,996 at 6%.
20161103$8,820,051$1,764,941$17,135iApproximate average salary by contribution assumption: employee only about $428,384 at 4% or $285,589 at 6%; with 50% employer match about $285,589 at 4% or $190,393 at 6%; with 100% employer match about $214,192 at 4% or $142,795 at 6%.
The Davis Companies 401(K) Plan-103$8,820,051$1,764,941$17,135iApproximate average salary by contribution assumption: employee only about $428,384 at 4% or $285,589 at 6%; with 50% employer match about $285,589 at 4% or $190,393 at 6%; with 100% employer match about $214,192 at 4% or $142,795 at 6%.
2015180$6,681,424$1,436,225$17,953iApproximate average salary by contribution assumption: employee only about $448,820 at 4% or $299,214 at 6%; with 50% employer match about $299,214 at 4% or $199,476 at 6%; with 100% employer match about $224,410 at 4% or $149,607 at 6%.
The Davis Companies 401(K) Plan-80$6,681,424$1,436,225$17,953iApproximate average salary by contribution assumption: employee only about $448,820 at 4% or $299,214 at 6%; with 50% employer match about $299,214 at 4% or $199,476 at 6%; with 100% employer match about $224,410 at 4% or $149,607 at 6%.
2014171$5,810,605$1,160,422$16,344iApproximate average salary by contribution assumption: employee only about $408,599 at 4% or $272,400 at 6%; with 50% employer match about $272,400 at 4% or $181,600 at 6%; with 100% employer match about $204,300 at 4% or $136,200 at 6%.
The Davis Companies 401(K) Plan-71$5,810,605$1,160,422$16,344iApproximate average salary by contribution assumption: employee only about $408,599 at 4% or $272,400 at 6%; with 50% employer match about $272,400 at 4% or $181,600 at 6%; with 100% employer match about $204,300 at 4% or $136,200 at 6%.
2013156$5,732,436$991,637$17,708iApproximate average salary by contribution assumption: employee only about $442,695 at 4% or $295,130 at 6%; with 50% employer match about $295,130 at 4% or $196,753 at 6%; with 100% employer match about $221,348 at 4% or $147,565 at 6%.
The Davis Companies 401(K) Plan-56$5,732,436$991,637$17,708iApproximate average salary by contribution assumption: employee only about $442,695 at 4% or $295,130 at 6%; with 50% employer match about $295,130 at 4% or $196,753 at 6%; with 100% employer match about $221,348 at 4% or $147,565 at 6%.
2012153$4,097,619$654,283$12,345iApproximate average salary by contribution assumption: employee only about $308,624 at 4% or $205,749 at 6%; with 50% employer match about $205,749 at 4% or $137,166 at 6%; with 100% employer match about $154,312 at 4% or $102,875 at 6%.
The Davis Companies 401(K) Plan-53$4,097,619$654,283$12,345iApproximate average salary by contribution assumption: employee only about $308,624 at 4% or $205,749 at 6%; with 50% employer match about $205,749 at 4% or $137,166 at 6%; with 100% employer match about $154,312 at 4% or $102,875 at 6%.
2011147$4,497,026$211,186$4,493iApproximate average salary by contribution assumption: employee only about $112,333 at 4% or $74,889 at 6%; with 50% employer match about $74,889 at 4% or $49,926 at 6%; with 100% employer match about $56,166 at 4% or $37,444 at 6%.
The Davis Companies 401(K) Plan-47$4,497,026$211,186$4,493iApproximate average salary by contribution assumption: employee only about $112,333 at 4% or $74,889 at 6%; with 50% employer match about $74,889 at 4% or $49,926 at 6%; with 100% employer match about $56,166 at 4% or $37,444 at 6%.