401(k) · DOL Form 5500 · 2022

Given & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
14
Participants Small participant base
55th
Percentile by assets National rank
$448,382
Avg per participant High balance/head
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Official DOL plan name: Given & Company Retirement Plan · Sponsored by Given & Company, Inc. · California · Professional & Technical Services

$6M in assets, 14 participants

Given & Company, Inc.'s Given & Company Retirement Plan reported $6M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #11,503 in Professional & Technical Services (21,562 peers)

Given & Company, Inc. multi-year trail

Given & Company, Inc.'s plans moved +41.7% in assets from 2022 to 2024; this filing shows Given & Company Retirement Plan at $6M / 14 participants.

#11,503
in Professional & Technical Services (21,562 peers)
-5.7%
assets change YoY

The plan reported a net loss of $379K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Given & Company Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Given & Company Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,277,345 Top 45% higher than 55% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Given & Company Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Given & Company Retirement Plan is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 953416914 · Given & Company, Inc. PY 2022 · 401(k)

Given & Company Retirement Plan · $6M · 14 · 55th

  • BOOK $6M
  • BOOK 14
  • BOOK 55th
  • BOOK 401(k)
  • BOOK near Prestonwood Country Club, Inc. 401(k) Plan
  • BOOK ind #11503

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

Given & Company Retirement Plan in the asset neighbourhood

Given & Company Retirement PlanGiven & Company Retirement P…$6MPrestonwood Country Club, Inc. 401(k) PlanPrestonwood Country Club, In…$6MAmerican State Bank 401(k) PlanAmerican State Bank 401(k) P…$6MC & a Marketing/Zink Holdings 401(k) PlanC & a Marketing/Zink Holding…$6MSciolex Corporation 401(k) & Profit Sharing PlanSciolex Corporation 401(k) &…$6M
End-of-year total assets ($M) among Given & Company Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Given & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Given & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 41.70624682887431% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.28M $8.9M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 14 $6M
2023 1 15 $7M
2024 1 17 $9M

Given & Company, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$379K
Employer EIN953416914
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Given & Company Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Given & Company Retirement Plan, Total assets ($B): 0.006277345 · Participants: 14Given & Company Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Given & Company Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Given & Company Retirement Plan side-by-side with 3 peers →

Given & Company Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Prestonwood Country Club, Inc. 401(k) Plan in NC ($6M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Given & Company Retirement Plan assets move in 2022? ▼
Given & Company Retirement Plan pulled back noticeably - down 5.7% during 2022, from $7M to $6M. Reported net income was -$379K.
How have Given & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Given & Company, Inc.'s sponsor-wide assets grew 41.7%, from $6M to $9M.
Which 401(k) plans are similar in size to Given & Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prestonwood Country Club, Inc. 401(k) Plan in NC ($6M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Given & Company Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953416914.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.