Other · DOL Form 5500 · 2023

Givens Estates, Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
541
Participants Below avg headcount
72nd
Percentile by assets National rank
$34,847
Avg per participant Low balance/head
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Official DOL plan name: Givens 403(b) Matching Retirement Plan · Sponsored by Givens Estates, Inc. · North Carolina · Healthcare & Social Assistance

$19M in assets, 541 participants

Givens Estates, Inc.'s Givens 403(b) Matching Retirement Plan reported $19M in total assets and 541 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.

  • #13,457 in Healthcare & Social Assistance (17,684 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 $19M / 541 participants.

#13,457
in Healthcare & Social Assistance (17,684 peers)
+19.9%
assets growth YoY

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 2023 · DOL Form 5500

$18,852,295 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 403(b) Matching 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 403(b) Matching Retirement Plan sits mid-pack in the medium band (541 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Givens 403(b) Matching Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Givens 403(b) Matching Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Givens 403(b) Matching Retirement Plan reported participants rose from 459 in the plan year 2022 filing to 541 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510199312 · Givens Estates, Inc. PY 2023 · Other

Givens 403(b) Matching Retirement Plan · $19M · 541 · 72nd

  • VS-ST $19M
  • BOY 541
  • SCH 72nd
  • EBSA Other
  • PART near Presbyterian School 403(b) Plan
  • TYPE ind #13457

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

403(b) Thrift Plan of Ohel Children's Home and Family Services, Inc.403(b) Thrift Plan of Ohel C…$19MGivens 403(b) Matching Retirement PlanGivens 403(b) Matching Retir…$19MPresbyterian School 403(b) PlanPresbyterian School 403(b) P…$19MSeattle Institute for Biomedical and Clinical Research 403(b) DC PlanSeattle Institute for Biomed…$19MThe Coordinating Center 403(b) Retirement PlanThe Coordinating Center 403(…$19M
End-of-year total assets ($M) among Givens 403(b) Matching Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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
$14M$16M$18M$20M$22M 202220232024 $15.7M $21.2M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 459 $16M
2023 1 541 $19M
2024 1 635 $21M

Givens Estates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN510199312
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in North Carolina

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

Givens 403(b) Matching Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Givens 403(b) Matching Retirement Plan, Total assets ($B): 0.018852295 · Participants: 541Givens 403(b) Matching Retirement 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
Givens 403(b) Matching Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Givens 403(b) Matching Retirement Plan side-by-side with 3 peers →

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 Presbyterian School 403(b) Plan in TX ($19M); by covered participants it is Keystone Health Center Employee Retirement Plan in PA (541 participants). Same-state nearby plans are listed separately above.

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 403(b) Matching Retirement Plan assets move in 2023? ▼
Givens 403(b) Matching Retirement Plan grew sharply - up 19.9% during 2023, from $16M to $19M. Reported net income was $3M.
How have Givens Estates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Givens Estates, Inc.'s sponsor-wide assets grew 34.6%, from $16M to $21M.
Which Other plans are similar in size to Givens 403(b) Matching Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Presbyterian School 403(b) Plan in TX ($19M, 149 participants).
Which Other plans cover a similar participant headcount to Givens 403(b) Matching Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Keystone Health Center Employee Retirement Plan in PA (541 participants, $35M 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 510199312.

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.