Davey Tree Expert 401(k) and pension plans

The Davey Tree Expert Company, Kent, OH. EIN 34-0176110. Annual reports 2009–2025.

The Davey Tree Expert Company has one active retirement plan on file, the The Davey 401KSOP and Esop, with 10,245 participants and $502 million in assets in 2025. Principal has been its recordkeeper since 2020.

Active plans: 1
Participants: 10,245
Plan assets: $502 million
401(k) recordkeeper: Principal
Plans on file: 3
Industry: Business services

All 3 plans

Active plans first

The Davey 401KSOP and Esop

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 004Employer EIN 34-0176110
Participants (2025): 10,245
Net assets (2025): $502 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2009–2019)
Plan administrator: The Davey Tree Expert Company
1500 N. Mantua Street, P.O. Box 5193
Kent, OH 44240
(330) 673-9515As filed for 2025
In effect since: January 1, 1997

Earlier plan names: Davey Tree Expert Company 401KSOP Esop the; Davey Tree Expert Company 401KSOP & Esop, the; The Davey 401KSOP & Esop.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	10,245	$502 million	Principal
2024	9,150	$448 million	Principal
2023	9,226	$403 million	Principal
2022	8,903	$343 million	Principal
2021	8,570	$377 million	Principal
2020	7,143	$326 million	Principal
2019	6,284	$267 million	Wells Fargo
2018	5,926	$232 million	Wells Fargo
2017	5,771	$241 million	Wells Fargo
2016	6,225	$226 million	Wells Fargo
2015	6,502	$212 million	Wells Fargo
2014	6,205	$210 million	Wells Fargo
2013	6,276	$191 million	Wells Fargo
2012	6,634	$166 million	Wells Fargo
2011	6,216	$143 million	Wells Fargo
2010	6,332	$136 million	not listed
2009	6,176	$121 million	Wells Fargo

The Davey Tree Expert Company Retirement Plan

Pension (defined benefit)Closed

Closed. The plan filed its final annual report for 2019, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 34-0176110
Participants (2018): 231
Net assets (2018): $85,781
Plan administrator: The Davey Tree Expert Company
1500 N Mantua ST
Kent, OH 44240
(330) 673-9511As filed for 2019
In effect since: December 1, 1946

Earlier plan names: The Davey Tree Expert Company Employee Retirement Plan.

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	not listed
2018	231	$85,781	not listed
2017	1,654	$17.1 million	not listed
2016	2,158	$14.6 million	not listed
2015	2,333	$16.0 million	not listed
2014	2,812	$21.2 million	not listed
2013	3,122	$25.4 million	not listed
2012	3,686	$21.9 million	not listed
2011	4,049	$21.1 million	not listed
2010	3,976	$22.7 million	not listed
2009	4,173	$21.4 million	not listed

The Davey Tree Master Trust

Pension (defined benefit)Stopped filing

No annual report since the 2015 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 005Employer EIN 34-1351132
Participants (2015): 2,410
Net assets (2015): $14.4 million
Plan administrator: The Davey Tree Expert Company
1500 N Mantua ST
Kent, OH 44240
(330) 673-9511As filed for 2015
In effect since: December 1, 1946

Year by year, 2011 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	2,410	$14.4 million	not listed
2014	3,457	$21.6 million	not listed
2013	3,829	$25.8 million	not listed
2011	5,473	$22.1 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the The Davey 401KSOP and Esop. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((330) 673-9515). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.