The Davey Tree Expert Company 401(k) Plan: Login, Facts & Contact Information

The Davey Tree Expert Company 401(k) Plan Facts

Plan name
THE DAVEY 401KSOP AND ESOP
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE DAVEY TREE EXPERT COMPANY
Participants
8,672 (7,923 active employees)
Former employees with a balance
1,213
Plan assets
$448,407,983 at Dec 31, 2024
Average account balance
$87,086 across 5,149 accounts
Employer contributions
$11,606,751 in plan year 2024 (29% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $39.6 million went into the plan in contributions, $11.6 million of it from the employer (29%).
  • $42.2 million was paid out to participants.
  • Investment and other income added $48.8 million.
  • Administrative expenses were $432,052, about $84 per account.

How the The Davey Tree Expert Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20195,927$267.0 million$4.29 million$25.0 million
20206,286$326.4 million$7.53 million$19.6 million
20217,143$377.5 million$8.52 million$30.9 million
20228,722$343.3 million$9.42 million$31.2 million
20239,218$402.6 million$10.4 million$42.2 million
20248,672$448.4 million$11.6 million$42.2 million

The Davey Tree Expert Company 401(k) Contact Information

Phone
330-673-9515
Mailing address
1500 N. MANTUA STREET P.O. BOX 5193, KENT OH 44240
Plan sponsor
THE DAVEY TREE EXPERT COMPANY
Employer identification number (EIN)
34-0176110
Plan number
004

Questions about the The Davey Tree Expert Company 401(k)

Does The Davey Tree Expert Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $11.6 million, 29% of all contributions.

Does the The Davey Tree Expert Company 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Davey Tree Expert Company 401(k) plan?

8,672 participants at the start of plan year 2024, 7,923 of them active employees, and 1,213 former employees who still had money in the plan.

What is the average 401(k) balance at The Davey Tree Expert Company?

About $87,086 per account: $448.4 million in plan assets across 5,149 accounts with a balance at the end of plan year 2024.

Who manages the The Davey Tree Expert Company 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Davey Tree Expert Company. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 5131 POST RD., SUITE 203, DUBLIN, OH, 43017
Headquarter: 241 BOSTON POST ROAD WEST, FLOOR 1, MARLBOROUGH, MA, 01752
Headquarter: 4000 EAST SKY HARBOR BLVD, PHOENIX, AZ, 85034
Headquarter: P.O. BOX 132160, DALLAS, TX, 753132160
Headquarter: 200 4TH AVENUE SOUTH, NASHVILLE, TN, 37201