401(k) · DOL Form 5500 · 2023

Givens Group, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
188
Participants Below avg headcount
72nd
Percentile by assets National rank
$104,857
Avg per participant Below avg balance/head
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Official DOL plan name: Givens 401(k) Savings and Retirement Plan · Sponsored by Givens Group, Inc. · Virginia · Transportation & Warehousing

$20M in assets, 188 participants

Givens Group, Inc.'s Givens 401(k) Savings and Retirement Plan reported $20M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,418 in Transportation & Warehousing (3,362 peers)

Coverage in Virginia

Givens 401(k) Savings and Retirement Plan covers 188 participants in Virginia, about 24% of the average Virginia filer (state average ~782 per filing). Assets: $20M.

#2,418
in Transportation & Warehousing (3,362 peers)
+19.9%
assets growth YoY

Givens 401(k) Savings and Retirement Plan's outsized position by total assets

Givens 401(k) Savings and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,713,067 Top 28% higher than 72% 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

Givens 401(k) Savings and Retirement 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. Givens 401(k) Savings and Retirement Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Givens 401(k) Savings and Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Givens 401(k) Savings and Retirement Plan reported participants rose from 145 in the plan year 2022 filing to 188 in the plan year 2023 filing.
  • Givens 401(k) Savings and Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 562417633 · Givens Group, Inc. PY 2023 · 401(k)

Givens 401(k) Savings and Retirement Plan · $20M · 188 · 72nd

  • ASSETS $20M
  • ASSETS 188
  • ASSETS 72nd
  • ASSETS 401(k)
  • ASSETS near Mri Technologies, Inc. 401(k) Plan
  • ASSETS ind #2418

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 Transportation & Warehousing retirement plans → · Plans in Virginia →

Givens 401(k) Savings and Retirement Plan in the asset neighbourhood

Red Roof Franchising, LLC 401(k) Savings PlanRed Roof Franchising, LLC 40…$20MGivens 401(k) Savings and Retirement PlanGivens 401(k) Savings and Re…$20MMri Technologies, Inc. 401(k) PlanMri Technologies, Inc. 401(k…$20MNorthern Medical Group, PLLC Retirement Savings PlanNorthern Medical Group, PLLC…$20MArtisanal Brewing Ventures 401(k) PlanArtisanal Brewing Ventures 4…$20M
End-of-year total assets ($M) among Givens 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN562417633
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Givens Group, Inc.)

Sponsor-wide plan assets over time

All Givens Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 33.24781934775211% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.4M $21.9M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 145 $16M
2023 1 188 $20M
2024 1 316 $22M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Givens 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Givens 401(k) Savings and Retirement Plan, Total assets ($B): 0.019713067 · Participants: 188Givens 401(k) Savings and Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Givens 401(k) Savings and Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Givens 401(k) Savings and Retirement Plan side-by-side with 3 peers →

Givens 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Mri Technologies, Inc. 401(k) Plan in TX ($20M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Givens 401(k) Savings and Retirement Plan assets move in 2023? ▼
Givens 401(k) Savings and Retirement Plan grew sharply - up 19.9% during 2023, from $16M to $20M. Reported net income was $3M.
How have Givens Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Givens Group, Inc.'s sponsor-wide assets grew 33.2%, from $16M to $22M.
Which 401(k) plans are similar in size to Givens 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mri Technologies, Inc. 401(k) Plan in TX ($20M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Givens 401(k) Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants, $844K 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 562417633.

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.