401(k) · DOL Form 5500 · 2022

Covestment, Inc. 401(k) Plan

Data updated 2026-08-25

$596K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$198,612
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Covestment, Inc. 401(k) Plan · Sponsored by Covestment, Inc. · California · Real Estate

$596K in assets, 3 participants

Covestment, Inc.'s Covestment, Inc. 401(k) Plan reported $596K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,706 in Real Estate (5,057 peers)

Covestment, Inc. multi-year trail

Covestment, Inc.'s plans moved +238.1% in assets from 2022 to 2024; this filing shows Covestment, Inc. 401(k) Plan at $596K / 3 participants.

#1,706
in Real Estate (5,057 peers)
-29.2%
assets change YoY

The plan reported a net loss of $246K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Covestment, Inc. 401(k) Plan among the smaller filed plans by assets

Covestment, Inc. 401(k) Plan vs every filed plan by assets

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

$595,836 20th percentile higher than 20% 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

Covestment, Inc. 401(k) 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. Covestment, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 844416564 · Covestment, Inc. PY 2022 · 401(k)

Covestment, Inc. 401(k) Plan · $596K · 3 · 20th

  • NET $596K
  • BOOK 3
  • VS-ST 20th
  • BOY 401(k)
  • SCH near Hucks Financial Services 401(k) Retirement Plan
  • EBSA ind #1706

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 Real Estate retirement plans → · Plans in California →

Covestment, Inc. 401(k) Plan in the asset neighbourhood

Covestment, Inc. 401(k) Plan$596KHucks Financial Services 401(k) Retirement PlanHucks Financial Services 401…$596KNooksack Indian Tribe Enterprise 401(k) PlanNooksack Indian Tribe Enterp…$596KAmangeo Investments, Inc. 401(k) PlanAmangeo Investments, Inc. 40…$596KSci Automation, Inc. 401(k) Profit Sharing Plan and TrustSci Automation, Inc. 401(k) …$596K
End-of-year total assets ($M) among Covestment, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Covestment, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Covestment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 238.06416530723217% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.6M $2.01M ▲ +235.0%
Year Plans Participants Total Assets
2022 1 3 $596K
2023 1 3 $319K
2024 1 2 $2M

Covestment, Inc. filing trail (2022)

Total Assets (Beginning of Year)$842K
Net Assets (End of Year)$596K
Net Income-$246K
Employer EIN844416564
Plan Effective Date2020-01-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Covestment, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Covestment, Inc. 401(k) Plan, Total assets ($B): 0.000595836 · Participants: 3Covestment, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Covestment, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Covestment, Inc. 401(k) Plan side-by-side with 3 peers →

Covestment, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hucks Financial Services 401(k) Retirement Plan in SC ($596K); 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 Covestment, Inc. 401(k) Plan assets move in 2022? ▼
Covestment, Inc. 401(k) Plan declined sharply - down 29.2% during 2022, from $842K to $596K. Reported net income was -$246K.
How have Covestment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covestment, Inc.'s sponsor-wide assets grew 238.1%, from $596K to $2M.
Where does Covestment, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Covestment, Inc. 401(k) Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Covestment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hucks Financial Services 401(k) Retirement Plan in SC ($596K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Covestment, Inc. 401(k) 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 844416564.

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.