Other · DOL Form 5500 · 2022
Givens Estates, Inc. Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 459
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $34,262
- Avg per participant Low balance/head
Official DOL plan name: Givens 403(b) Matching Retirement Plan · Sponsored by Givens Estates, Inc. · North Carolina · Healthcare & Social Assistance
$16M in assets, 459 participants
Givens Estates, Inc.'s Givens 403(b) Matching Retirement Plan reported $16M in total assets and 459 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #15,590 in Healthcare & Social Assistance (20,060 peers)
Givens Estates, Inc. multi-year trail
Givens Estates, Inc.'s plans moved +34.6% in assets from 2022 to 2024; this filing shows Givens 403(b) Matching Retirement Plan at $16M / 459 participants.
- #15,590
- in Healthcare & Social Assistance (20,060 peers)
- -14.4%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Givens 403(b) Matching Retirement Plan's outsized position by total assets
Givens 403(b) Matching Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,726,164 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Givens 403(b) Matching Retirement 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. Givens 403(b) Matching Retirement Plan sits mid-pack in the medium band (459 participants).
DOL schedule card
Filing strip 510199312 · Givens Estates, Inc. PY 2022 · Other
Givens 403(b) Matching Retirement Plan · $16M · 459 · 73rd
- PCT $16M
- PCT 459
- PCT 73rd
- PCT Other
- PCT near Lifeserve Retirement Plan
- PCT ind #15590
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 →
Givens 403(b) Matching Retirement Plan in the asset neighbourhood
Givens Estates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Givens Estates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 34.5580842219374% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 459 | $16M |
| 2023 | 1 | 541 | $19M |
| 2024 | 1 | 635 | $21M |
Givens Estates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$3M |
| Employer EIN | 510199312 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
Givens 403(b) Matching Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Lifeserve Retirement Plan in IA ($16M); by covered participants it is Ndi 403(b) Plan in DC (459 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Lifeserve Retirement Plan (IA) $16M · 314
- Hhi Retirement Savings Plan (MI) $16M · 369
- Church Home of Hartford, Inc. Retirement Plan (CT) $16M · 376
- Nashoba Brooks School of Concord DC Retirement Plan (MA) $16M · 79
Similar participant headcount
Nearest other-state filings by covered participants (459 participants); asset peers above are excluded.
- Ndi 403(b) Plan (DC) 459 · 0 off
- Open Society Institute Retirement Plan (NY) 459 · 0 off
- Shore Medical Center 403(b) Plan (NJ) 459 · 0 off
- East Bay Community Action Program, Inc. Retirement Plan (RI) 459 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.