Other · DOL Form 5500 · 2023

The Pines at Davidson, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
312
Participants Below avg headcount
57th
Percentile by assets National rank
$29,152
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

$9M in assets, 312 participants

The Pines at Davidson, Inc.'s The Pines at Davidson, Inc. 403(b) Plan reported $9M in total assets and 312 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,005 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

The Pines at Davidson, Inc. 403(b) Plan covers 312 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#11,005
in Healthcare & Social Assistance (17,684 peers)
+16.3%
assets growth YoY

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 2023 · DOL Form 5500

$9,095,304 Top 43% higher than 57% of 127,068 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 2023

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

Plan-year 2023 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 (312 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Pines at Davidson, Inc. 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Pines at Davidson, Inc. 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Pines at Davidson, Inc. 403(b) Plan reported participants rose from 292 in the plan year 2022 filing to 312 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 581598135 · The Pines at Davidson, Inc. PY 2023 · Other

The Pines at Davidson, Inc. 403(b) Plan · $9M · 312 · 57th

  • RANK $9M
  • RANK 312
  • RANK 57th
  • RANK Other
  • RANK near Hcsc-Blood Center, Inc. Tax Deferred Annuity Plan
  • RANK ind #11005

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

The Pines at Davidson, Inc. 403(b) PlanThe Pines at Davidson, Inc. …$9MHcsc-Blood Center, Inc. Tax Deferred Annuity PlanHcsc-Blood Center, Inc. Tax …$9MThe Child School 403(b) Defined Contribution PlanThe Child School 403(b) Defi…$9MThe Dr. Miriam and Sheldon G Adelson Educational Institute 403(b) ERISA PlanThe Dr. Miriam and Sheldon G…$9MBuffalo Bill Historical Center 403(b) DC PlanBuffalo Bill Historical Cent…$9M
End-of-year total assets ($M) among The Pines at Davidson, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
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 -20246810 Total assets ($B) Participants The Pines at Davidson, Inc. 403(b) Plan, Total assets ($B): 0.009095304 · Participants: 312The Pines at Davidson, Inc. 403(b) PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont 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 Hcsc-Blood Center, Inc. Tax Deferred Annuity Plan in PA ($9M); by covered participants it is Shore Medical Center 403(b) Plan in NJ (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
The Pines at Davidson, Inc. 403(b) Plan grew sharply - up 16.3% during 2023, from $8M to $9M. Reported net income was $1M.
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 Hcsc-Blood Center, Inc. Tax Deferred Annuity Plan in PA ($9M, 229 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 Shore Medical Center 403(b) Plan in NJ (312 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.