Profit Sharing · DOL Form 5500 · 2022

F O Givens & Co Profit Sharing Plan

Data updated 2026-08-25

$914K
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$228,485
Avg per participant Above avg balance/head
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Official DOL plan name: Givens Employees Mutual Appreciation Sharing Plan · Sponsored by F O Givens & Co · Mississippi · Professional & Technical Services

$914K in assets, 4 participants

F O Givens & Co's Givens Employees Mutual Appreciation Sharing Plan reported $914K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,369 in Professional & Technical Services (21,562 peers)

F O Givens & Co multi-year trail

F O Givens & Co's plans moved -27.7% in assets from 2022 to 2024; this filing shows Givens Employees Mutual Appreciation Sharing Plan at $914K / 4 participants.

#4,369
in Professional & Technical Services (21,562 peers)
-24.2%
assets change YoY

The plan reported a net loss of $292K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Givens Employees Mutual Appreciation Sharing Plan among the smaller filed plans by assets

Givens Employees Mutual Appreciation Sharing Plan vs every filed plan by assets

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

$913,939 24th percentile higher than 24% 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

Givens Employees Mutual Appreciation Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Givens Employees Mutual Appreciation Sharing Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 640592131 · F O Givens & Co PY 2022 · Profit Sharing

Givens Employees Mutual Appreciation Sharing Plan · $914K · 4 · 24th

  • PHOTO $914K
  • IND 4
  • EOY 24th
  • 5500 Profit Sharing
  • ASSETS near Esposito Nursery, Inc. Profit Sharing Plan and Trust
  • PCT ind #4369

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 Mississippi →

Givens Employees Mutual Appreciation Sharing Plan in the asset neighbourhood

Givens Employees Mutual Appreciation Sharing PlanGivens Employees Mutual Appr…$914KEsposito Nursery, Inc. Profit Sharing Plan and TrustEsposito Nursery, Inc. Profi…$914KStay at Home Modifications Inc. Retirement PlanStay at Home Modifications I…$913KEpic Charter Schools 403(b) PlanEpic Charter Schools 403(b) …$915KPagadoki, Inc. Profit Sharing Plan & TrustPagadoki, Inc. Profit Sharin…$913K
End-of-year total assets ($M) among Givens Employees Mutual Appreciation Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

F O Givens & Co multi-year asset trail

Sponsor-wide plan assets over time

All F O Givens & Co plans reported in each filing year

Latest sponsor-wide plan assets
$661K 27.652501972232287% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.91M $0.66M ▼ -27.5%
Year Plans Participants Total Assets
2022 1 4 $914K
2023 1 3 $1M
2024 1 3 $661K

F O Givens & Co filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$914K
Net Income-$292K
Employer EIN640592131
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Mississippi

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

Givens Employees Mutual Appreciation Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Givens Employees Mutual Appreciation Sharing Plan, Total assets ($M): 0.913939 · Participants: 4Givens Employees Mutual Appreciation Sharing PlanNorth Mississippi Health Services Employer Savings Plan, Total assets ($M): 288.117615 · Participants: 7173North Mississippi Health Services Employer Savings PlanAnderson Regional Medical Center Retirement Savings Plan, Total assets ($M): 29.100194 · Participants: 1475Anderson Regional Medical Center Retirement Savings PlanBelhaven University 403(b) Plan, Total assets ($M): 23.494803 · Participants: 355Belhaven University 403(b) PlanInstitute of Community Services, Inc. Retirement Plan, Total assets ($M): 19.754856 · Participants: 879Institute of Community Services, Inc. Retirement PlanRadiology Associates of Oxford, P.a. Retirement Plan, Total assets ($M): 13.573326 · Participants: 6Radiology Associates of Oxford, P.a. Retirement Plan
Givens Employees Mutual Appreciation Sharing Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants
Compare Givens Employees Mutual Appreciation Sharing Plan side-by-side with 3 peers →

Givens Employees Mutual Appreciation Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Mississippi, the nearest Profit Sharing by assets is Esposito Nursery, Inc. Profit Sharing Plan and Trust in FL ($914K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Givens Employees Mutual Appreciation Sharing Plan assets move in 2022? ▼
Givens Employees Mutual Appreciation Sharing Plan declined sharply - down 24.2% during 2022, from $1M to $914K. Reported net income was -$292K.
How have F O Givens & Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), F O Givens & Co's sponsor-wide assets declined 27.7%, from $914K to $661K.
Where does Givens Employees Mutual Appreciation Sharing Plan rank by assets among Form 5500 filers? ▼
Givens Employees Mutual Appreciation Sharing Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Givens Employees Mutual Appreciation Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Esposito Nursery, Inc. Profit Sharing Plan and Trust in FL ($914K, 95 participants).
Which Profit Sharing plans cover a similar participant headcount to Givens Employees Mutual Appreciation Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A 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 640592131.

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.