Other · DOL Form 5500 · 2024

The Pines at Davidson, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
308
Participants Below avg headcount
54th
Percentile by assets National rank
$29,903
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, 308 participants

The Pines at Davidson, Inc.'s The Pines at Davidson, Inc. 403(b) Plan reported $9M in total assets and 308 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,033 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

The Pines at Davidson, Inc. 403(b) Plan covers 308 participants in North Carolina, about 38% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#10,033
in Healthcare & Social Assistance (16,916 peers)
+1.3%
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 2024 · DOL Form 5500

$9,210,186 Top 46% higher than 54% of 123,620 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 2024

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

Plan-year 2024 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 (308 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Pines at Davidson, Inc. 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $115K in the plan year 2024 filing.
  • The Pines at Davidson, Inc. 403(b) Plan reported participants fell from 312 in the plan year 2023 filing to 308 in the plan year 2024 filing.
  • The Pines at Davidson, Inc. 403(b) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 581598135 · The Pines at Davidson, Inc. PY 2024 · Other

The Pines at Davidson, Inc. 403(b) Plan · $9M · 308 · 54th

  • EBSA $9M
  • EBSA 308
  • EBSA 54th
  • EBSA Other
  • EBSA near Habitat for Humanity East Bay Retirement Plan
  • EBSA ind #10033

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

403(b) Thrift Aggregated Plan of Association for Mental Health and Wellness403(b) Thrift Aggregated Pla…$9MThe Pines at Davidson, Inc. 403(b) PlanThe Pines at Davidson, Inc. …$9MHabitat for Humanity East Bay Retirement PlanHabitat for Humanity East Ba…$9M403(b) Thrift Plan of Central Association for the Blind,Inc.403(b) Thrift Plan of Centra…$9MAbbott House 403(b) Plan$9M
End-of-year total assets ($M) among The Pines at Davidson, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$115K
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. -200000200004000060000 -5051015 Total assets ($B) Participants The Pines at Davidson, Inc. 403(b) Plan, Total assets ($B): 0.009210186 · Participants: 308The Pines at Davidson, Inc. 403(b) PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 11.044676648 · Participants: 48377The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.642720552 · Participants: 19745Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.62454492 · Participants: 13533The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.889362028 · Participants: 3215Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.510802535 · Participants: 4913Caromont 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 Habitat for Humanity East Bay Retirement Plan in CA ($9M); by covered participants it is Health West, Inc. 403(b) Retirement Plan in ID (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
The Pines at Davidson, Inc. 403(b) Plan edged up modestly - up 1.3% during 2024, from $9M to $9M. Reported net income was $115K.
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 Habitat for Humanity East Bay Retirement Plan in CA ($9M, 102 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 Health West, Inc. 403(b) Retirement Plan in ID (308 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.