Davis H. Elliot 401(k) and retirement plans

Davis H. Elliot Company, Incorporated, Lexington, KY. EIN 54-1203551. Annual reports 2009–2024. Also filed as Davis H. Elliot Company, Inc.

Davis H. Elliot Company, Incorporated has 2 active retirement plans on file. The largest is the Employees' Thrift Plan of Davis H. Elliot Company, Incorporated, with 3,619 participants and $105 million in assets in 2024. Principal has been its recordkeeper since 2013. No traditional pension plan appears in Davis H. Elliot's filings since 2009.

Active plans: 2
Participants: 6,102
Plan assets: $347 million
401(k) recordkeeper: Principal
Plans on file: 2
Industry: Construction

All 2 plans

Active plans first

Employees' Thrift Plan of Davis H. Elliot Company, Incorporated

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 54-1203551
Participants (2024): 3,619
Net assets (2024): $105 million
Recordkeeper: Principal2013–2024
Plan administrator: Davis H. Elliot Company, Incorporated
673 Blue Sky Pkwy
Lexington, KY 40509
(540) 344-1294As filed for 2024
In effect since: January 1, 1983

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,619	$105 million	Principal
2023	3,278	$87.2 million	Principal
2022	3,111	$70.7 million	Principal
2021	2,808	$81.4 million	Principal
2020	2,581	$62.8 million	Principal
2019	2,536	$53.1 million	Principal
2018	2,311	$40.4 million	Principal
2017	2,241	$37.1 million	Principal
2016	1,989	$26.7 million	Principal
2015	1,696	$18.7 million	Principal
2014	1,538	$16.5 million	Principal
2013	1,392	$13.3 million	Principal
2012	1,138	$10.4 million	not listed
2011	1,052	$9.8 million	not listed
2010	1,000	$9.6 million	not listed
2009	1,053	$8.4 million	not listed

Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 54-1203551
Participants (2024): 2,483
Net assets (2024): $242 million
Plan administrator: Davis H. Elliot Company, Inc.
21 Kirk Ave SW
Roanoke, VA 24011
(540) 344-1294As filed for 2024
In effect since: January 1, 2000

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,483	$242 million	not listed
2023	2,259	$220 million	not listed
2022	2,089	$207 million	not listed
2021	2,008	$190 million	not listed
2020	2,286	$201 million	not listed
2019	2,080	$152 million	not listed
2018	1,956	$124 million	not listed
2017	1,865	$120 million	not listed
2016	1,728	$93.3 million	not listed
2015	1,638	$70.5 million	not listed
2014	1,448	$60.3 million	not listed
2013	1,487	$48.2 million	not listed
2012	1,606	$35.4 million	not listed
2011	1,513	$26.7 million	not listed
2010	1,423	$20.0 million	not listed
2009	1,370	$21.0 million	not listed

If you had money in one of these plans

Call Principal (principal.com), which runs the Employees' Thrift Plan of Davis H. Elliot Company, Incorporated. 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 ((540) 344-1294). That number was filed for 2024; ask for the benefits or retirement plan office.
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.

All 2 plans

Employees' Thrift Plan of Davis H. Elliot Company, Incorporated

Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan

If you had money in one of these plans

What these numbers are

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