Other · DOL Form 5500 · 2022

Covenant House, Incorporated Retirement Plan

Data updated 2026-08-25

$467K
Total assets Small plan by assets
37
Participants Small participant base
18th
Percentile by assets National rank
$12,616
Avg per participant Low balance/head
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Official DOL plan name: Covenant House Incorporated 403(b) Plan · Sponsored by Covenant House, Incorporated · Pennsylvania · Healthcare & Social Assistance

$467K in assets, 37 participants

Covenant House, Incorporated's Covenant House Incorporated 403(b) Plan reported $467K in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,728 in Healthcare & Social Assistance (20,060 peers)

Covenant House, Incorporated multi-year trail

Covenant House, Incorporated's plans moved +19.2% in assets from 2022 to 2024; this filing shows Covenant House Incorporated 403(b) Plan at $467K / 37 participants.

#2,728
in Healthcare & Social Assistance (20,060 peers)
-10.9%
assets change YoY

The plan reported a net loss of $57K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Covenant House Incorporated 403(b) Plan among the smaller filed plans by assets

Covenant House Incorporated 403(b) Plan vs every filed plan by assets

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

$466,794 18th percentile higher than 18% 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

Covenant House Incorporated 403(b) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Covenant House Incorporated 403(b) Plan is a small filing (37 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 236405863 · Covenant House, Incorporated PY 2022 · Other

Covenant House Incorporated 403(b) Plan · $467K · 37 · 18th

  • RANK $467K
  • RANK 37
  • RANK 18th
  • RANK Other
  • RANK near Pomonok Home Services Tax Sheltered Annuity
  • RANK ind #2728

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 Pennsylvania →

Covenant House Incorporated 403(b) Plan in the asset neighbourhood

Covenant House Incorporated 403(b) PlanCovenant House Incorporated …$467KPomonok Home Services Tax Sheltered AnnuityPomonok Home Services Tax Sh…$467KOwsley County Health Care Center, Inc. 403(b) Retirement PlanOwsley County Health Care Ce…$469KBoise Rescue Mission 403(b) Retirement PlanBoise Rescue Mission 403(b) …$470KBoys & Girls Club of Utah County 403(b)(7) PlanBoys & Girls Club of Utah Co…$471K
End-of-year total assets ($M) among Covenant House Incorporated 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Covenant House, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Covenant House, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$556K 19.16369961910393% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M 202220232024 $0.47M $0.56M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 37 $467K
2023 1 35 $523K
2024 1 36 $556K

Covenant House, Incorporated filing trail (2022)

Total Assets (Beginning of Year)$524K
Net Assets (End of Year)$467K
Net Income-$57K
Employer EIN236405863
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Covenant House Incorporated 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Covenant House Incorporated 403(b) Plan, Total assets ($B): 0.000466794 · Participants: 37Covenant House Incorporated 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Covenant House Incorporated 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Covenant House Incorporated 403(b) Plan side-by-side with 3 peers →

Covenant House Incorporated 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Pomonok Home Services Tax Sheltered Annuity in NY ($467K); by covered participants it is Northeast Youth & Family Services 401(k) Plan in MN (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Covenant House Incorporated 403(b) Plan assets move in 2022? ▼
Covenant House Incorporated 403(b) Plan pulled back noticeably - down 10.9% during 2022, from $524K to $467K. Reported net income was -$57K.
How have Covenant House, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covenant House, Incorporated's sponsor-wide assets grew 19.2%, from $467K to $556K.
Where does Covenant House Incorporated 403(b) Plan rank by assets among Form 5500 filers? ▼
Covenant House Incorporated 403(b) Plan ranks in the 18th 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 Other plans are similar in size to Covenant House Incorporated 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Pomonok Home Services Tax Sheltered Annuity in NY ($467K, 11 participants).
Which Other plans cover a similar participant headcount to Covenant House Incorporated 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Northeast Youth & Family Services 401(k) Plan in MN (37 participants, $1M 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 236405863.

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.