Other · DOL Form 5500 · 2024

Givens Estates, Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
635
Participants Below avg headcount
71st
Percentile by assets National rank
$33,324
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Givens 403(b) Matching Retirement Plan · Sponsored by Givens Estates, Inc. · North Carolina · Healthcare & Social Assistance

$21M in assets, 635 participants

Givens Estates, Inc.'s Givens 403(b) Matching Retirement Plan reported $21M in total assets and 635 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,810 in Healthcare & Social Assistance (16,916 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 $21M / 635 participants.

#12,810
in Healthcare & Social Assistance (16,916 peers)
+12.2%
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 2024 · DOL Form 5500

$21,160,825 Top 29% higher than 71% 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 403(b) Matching 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 403(b) Matching Retirement Plan sits mid-pack in the medium band (635 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Givens 403(b) Matching Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Givens 403(b) Matching Retirement Plan reported participants rose from 541 in the plan year 2023 filing to 635 in the plan year 2024 filing.
  • Givens 403(b) Matching Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 510199312 · Givens Estates, Inc. PY 2024 · Other

Givens 403(b) Matching Retirement Plan · $21M · 635 · 71st

  • ASSETS $21M
  • PCT 635
  • EIN 71st
  • RANK Other
  • PHOTO near Healthreach Community Health Centers 403(b) Retirement Plan
  • IND ind #12810

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

Westcoast Children's Clinic, Inc. 403(b) PlanWestcoast Children's Clinic,…$21MHealthreach Community Health Centers 403(b) Retirement PlanHealthreach Community Health…$21MGivens 403(b) Matching Retirement PlanGivens 403(b) Matching Retir…$21MClinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) PlanClinicas De Salud Del Pueblo…$21MHillel Day School of Metropolitan Detroit Tax Shelter Annuity PlanHillel Day School of Metropo…$21M
End-of-year total assets ($M) among Givens 403(b) Matching Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
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. -200000200004000060000 -5051015 Total assets ($B) Participants Givens 403(b) Matching Retirement Plan, Total assets ($B): 0.021160825 · Participants: 635Givens 403(b) Matching Retirement 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
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 Healthreach Community Health Centers 403(b) Retirement Plan in ME ($21M); by covered participants it is Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees in TN (635 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (635 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 403(b) Matching Retirement Plan assets move in 2024? ▼
Givens 403(b) Matching Retirement Plan grew at a solid clip - up 12.2% during 2024, from $19M to $21M. Reported net income was $2M.
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 Healthreach Community Health Centers 403(b) Retirement Plan in ME ($21M, 296 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 Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees in TN (635 participants, $56M 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 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.