Other · DOL Form 5500 · 2023

The Pines at Davidson, Inc. Retirement Plan

Data updated 2026-08-11

$9M
Total assets
312
Participants
57th
Percentile by assets
$29,152
Avg per participant
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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.

  • 57th percentile by assets (of 127,072 plans)
  • #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.

$9M
total plan assets (2023 EOY)
312
covered participants
57th
percentile by assets (of 127,072 plans)
$29,152
avg assets per participant

Where The Pines at Davidson, Inc. 403(b) Plan sits by total assets

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 $2,010,000,000 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

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 →

State
North Carolina
Industry
Healthcare & Social Assistance

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. The Pines at Davidson, Inc. 403(b) Plan reports 312 participants - about 38% of that state average ($9M EOY assets).

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.)

$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.82M $9.21M ▲ +17.8%
Total plan assets by year, all The Pines at Davidson, Inc. plans on file
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 ($B) Participants The Pines at Davidso…, Total assets ($B): 0.009095304 · Participants: 312The Pines at Davidso…The Duke University …, Total assets ($B): 8.950907627 · Participants: 44809The Duke University …Wake Forest Baptist …, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist …The Moses H. Cone Me…, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Me…Wake Forest Universi…, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest Universi…Caromont Health, Inc…, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc…
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 →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Pines at Davidson, Inc. 403(b) Plan by total assets, not by location.

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).

Next read for The Pines at Davidson, Inc. 403(b) Plan

Filing takeaways

Ways to act on The Pines at Davidson, Inc. 403(b) Plan's numbers.

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.