Other · DOL Form 5500 · 2022

The Pines at Davidson, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
292
Participants Below avg headcount
60th
Percentile by assets National rank
$26,786
Avg per participant Low balance/head
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Official DOL plan name: The Pines at Davidson, Inc. 403(b) Plan · Sponsored by The Pines at Davidson, Inc. · North Carolina · Healthcare & Social Assistance

$8M in assets, 292 participants

The Pines at Davidson, Inc.'s The Pines at Davidson, Inc. 403(b) Plan reported $8M in total assets and 292 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #13,170 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

The Pines at Davidson, Inc. 403(b) Plan covers 292 participants in North Carolina, about 36% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#13,170
in Healthcare & Social Assistance (20,060 peers)
-18.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Pines at Davidson, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Pines at Davidson, Inc. 403(b) Plan vs every filed plan by assets

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

$7,821,427 Top 40% higher than 60% 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

The Pines at Davidson, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pines at Davidson, Inc. 403(b) Plan sits mid-pack in the medium band (292 participants).

Published 5500 schedule card

Filing strip 581598135 · The Pines at Davidson, Inc. PY 2022 · Other

The Pines at Davidson, Inc. 403(b) Plan · $8M · 292 · 60th

  • IND $8M
  • IND 292
  • IND 60th
  • IND Other
  • IND near Poughkeepsie Day School 403(b) Plan
  • IND ind #13170

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

The Pines at Davidson, Inc. 403(b) Plan in the asset neighbourhood

Friend Family Health Center, Inc. 403(b) PlanFriend Family Health Center,…$8MThe Pines at Davidson, Inc. 403(b) PlanThe Pines at Davidson, Inc. …$8MPoughkeepsie Day School 403(b) PlanPoughkeepsie Day School 403(…$8MYork County Community Action Corporation Tax Deferred Annuity PlanYork County Community Action…$8MSimpson Senior Services, Inc. 403(b)(7) Retirement PlanSimpson Senior Services, Inc…$8M
End-of-year total assets ($M) among The Pines at Davidson, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN581598135
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Pines at Davidson, Inc.)

Sponsor-wide plan assets over time

All The Pines at Davidson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 17.755826398430873% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.82M $9.21M ▲ +17.8%
Year Plans Participants Total Assets
2022 1 292 $8M
2023 1 312 $9M
2024 1 308 $9M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

The Pines at Davidson, Inc. 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants The Pines at Davidson, Inc. 403(b) Plan, Total assets ($B): 0.007821427 · Participants: 292The Pines at Davidson, Inc. 403(b) PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
The Pines at Davidson, Inc. 403(b) Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare The Pines at Davidson, Inc. 403(b) Plan side-by-side with 3 peers →

The Pines at Davidson, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Poughkeepsie Day School 403(b) Plan in NY ($8M); by covered participants it is Friendship Haven, Inc. Employees' Pension Plan in IA (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 The Pines at Davidson, Inc. 403(b) Plan assets move in 2022? ▼
The Pines at Davidson, Inc. 403(b) Plan declined sharply - down 18.1% during 2022, from $10M to $8M. Reported net income was -$2M.
How have The Pines at Davidson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Pines at Davidson, Inc.'s sponsor-wide assets grew 17.8%, from $8M to $9M.
Which Other plans are similar in size to The Pines at Davidson, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Poughkeepsie Day School 403(b) Plan in NY ($8M, 14 participants).
Which Other plans cover a similar participant headcount to The Pines at Davidson, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Friendship Haven, Inc. Employees' Pension Plan in IA (292 participants, $5M 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 581598135.

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.