401(k) · DOL Form 5500 · 2024

Givens Group, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
316
Participants Below avg headcount
72nd
Percentile by assets National rank
$69,330
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

$22M in assets, 316 participants

Givens Group, Inc.'s Givens 401(k) Savings and Retirement Plan reported $22M in total assets and 316 participants in its 2024 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.

  • #2,378 in Transportation & Warehousing (3,299 peers)

Coverage in Virginia

Givens 401(k) Savings and Retirement Plan covers 316 participants in Virginia, about 40% of the average Virginia filer (state average ~782 per filing). Assets: $22M.

#2,378
in Transportation & Warehousing (3,299 peers)
+11.1%
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 2024 · DOL Form 5500

$21,908,280 Top 28% higher than 72% 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

Givens 401(k) Savings and Retirement 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. Givens 401(k) Savings and Retirement Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Givens 401(k) Savings and Retirement Plan reported participants rose from 188 in the plan year 2023 filing to 316 in the plan year 2024 filing.
  • Givens 401(k) Savings and Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Givens 401(k) Savings and Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 562417633 · Givens Group, Inc. PY 2024 · 401(k)

Givens 401(k) Savings and Retirement Plan · $22M · 316 · 72nd

  • NET $22M
  • BOOK 316
  • VS-ST 72nd
  • BOY 401(k)
  • SCH near Filbert Management 401(k) Plan
  • EBSA ind #2378

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

Givens 401(k) Savings and Retirement PlanGivens 401(k) Savings and Re…$22MFilbert Management 401(k) PlanFilbert Management 401(k) Pl…$22MNorthrop Grumman Federal Credit Union 401(k) PlanNorthrop Grumman Federal Cre…$22MEpcon Communities 401(k) Plan$22MRobert a. Bothman, Inc. 401(k) PlanRobert a. Bothman, Inc. 401(…$22M
End-of-year total assets ($M) among Givens 401(k) Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
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 -1001020304050 Total assets ($B) Participants Givens 401(k) Savings and Retirement Plan, Total assets ($B): 0.02190828 · Participants: 316Givens 401(k) Savings and Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement 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 Filbert Management 401(k) Plan in CA ($22M); by covered participants it is Glidefast Consulting LLC 401(k) Profit Sharing Plan and Trust in MA (316 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Givens 401(k) Savings and Retirement Plan assets move in 2024? ▼
Givens 401(k) Savings and Retirement Plan grew at a solid clip - up 11.1% during 2024, from $20M to $22M. Reported net income was $2M.
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 Filbert Management 401(k) Plan in CA ($22M, 56 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 Glidefast Consulting LLC 401(k) Profit Sharing Plan and Trust in MA (316 participants, N/A 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 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.