401(k) · DOL Form 5500 · 2022

Covey Capital Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
41st
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Covey Capital Advisors, LLC 401(k) Profit Sharing Plan · Sponsored by Covey Capital Advisors, LLC · Georgia · Finance & Insurance

$3M in assets, 3 participants

Covey Capital Advisors, LLC's Covey Capital Advisors, LLC 401(k) Profit Sharing Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,588 in Finance & Insurance (9,261 peers)

Covey Capital Advisors, LLC multi-year trail

Covey Capital Advisors, LLC's plans moved +29.7% in assets from 2022 to 2023; this filing shows Covey Capital Advisors, LLC 401(k) Profit Sharing Plan at $3M / 3 participants.

#2,588
in Finance & Insurance (9,261 peers)
-15.1%
assets change YoY

The plan reported a net loss of $552K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Covey Capital Advisors, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Covey Capital Advisors, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,096,631 41st percentile higher than 41% of 139,123 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 2022

Covey Capital Advisors, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Covey Capital Advisors, LLC 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 260220147 · Covey Capital Advisors, LLC PY 2022 · 401(k)

Covey Capital Advisors, LLC 401(k) Profit Sharing Plan · $3M · 3 · 41st

  • SCH $3M
  • EBSA 3
  • PART 41st
  • TYPE 401(k)
  • NET near Central Minnesota Anesthesia Providers P.a. 401(k) Profit Sharing Plan
  • BOOK ind #2588

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 Finance & Insurance retirement plans → · Plans in Georgia →

Covey Capital Advisors, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Covey Capital Advisors, LLC 401(k) Profit Sharing PlanCovey Capital Advisors, LLC …$3MCentral Minnesota Anesthesia Providers P.a. 401(k) Profit Sharing PlanCentral Minnesota Anesthesia…$3MWilliams, Inc. 401(k) Plan$3MSystrand Manufacturing Corp. Profit Sharing Plan and TrustSystrand Manufacturing Corp.…$3MHmh, LLC Retirement Plan$3M
End-of-year total assets ($M) among Covey Capital Advisors, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Covey Capital Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Covey Capital Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.685293468934464% vs 2022
2023 filing year
$3M$3.5M$4M$4.5M 20222023 $3.1M $4.02M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $4M

Covey Capital Advisors, LLC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$552K
Employer EIN260220147
Plan Effective Date2007-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Covey Capital Advisors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Covey Capital Advisors, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.003096631 · Participants: 3Covey Capital Advisors, LLC 401(k) Profit Sharing PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Covey Capital Advisors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Covey Capital Advisors, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Covey Capital Advisors, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Central Minnesota Anesthesia Providers P.a. 401(k) Profit Sharing Plan in MN ($3M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Covey Capital Advisors, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Covey Capital Advisors, LLC 401(k) Profit Sharing Plan declined sharply - down 15.1% during 2022, from $4M to $3M. Reported net income was -$552K.
How have Covey Capital Advisors, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Covey Capital Advisors, LLC's sponsor-wide assets grew 29.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Covey Capital Advisors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central Minnesota Anesthesia Providers P.a. 401(k) Profit Sharing Plan in MN ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Covey Capital Advisors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260220147.

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.