Profit Sharing · DOL Form 5500 · 2022

S. Candace Covey Profit Sharing Plan

Data updated 2026-08-25

$565K
Total assets Small plan by assets
3
Participants Small participant base
19th
Percentile by assets National rank
$188,282
Avg per participant Above avg balance/head
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Official DOL plan name: S. Candace Covey Od Profit Sharing Plan · Sponsored by S. Candace Covey · Pennsylvania · Healthcare & Social Assistance

$565K in assets, 3 participants

S. Candace Covey's S. Candace Covey Od Profit Sharing Plan reported $565K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,094 in Healthcare & Social Assistance (20,060 peers)

S. Candace Covey multi-year trail

S. Candace Covey's plans moved +38.1% in assets from 2022 to 2024; this filing shows S. Candace Covey Od Profit Sharing Plan at $565K / 3 participants.

#3,094
in Healthcare & Social Assistance (20,060 peers)
-18.0%
assets change YoY

The plan reported a net loss of $124K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S. Candace Covey Od Profit Sharing Plan among the smaller filed plans by assets

S. Candace Covey Od Profit Sharing Plan vs every filed plan by assets

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

$564,845 19th percentile higher than 19% 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

S. Candace Covey Od 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. S. Candace Covey Od Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 251564892 · S. Candace Covey PY 2022 · Profit Sharing

S. Candace Covey Od Profit Sharing Plan · $565K · 3 · 19th

  • 5500 $565K
  • ASSETS 3
  • PCT 19th
  • EIN Profit Sharing
  • RANK near Brian Fussel 401(k) Profit Sharing Plan
  • PHOTO ind #3094

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 →

S. Candace Covey Od Profit Sharing Plan in the asset neighbourhood

Yelena Makarov Md PC Profit Sharing PlanYelena Makarov Md PC Profit …$565KArmstrong Plumbers Corporation Retirement PlanArmstrong Plumbers Corporati…$565KRhoney Funeral Home, Inc. Profit Sharing Retirement PlanRhoney Funeral Home, Inc. Pr…$565KS. Candace Covey Od Profit Sharing PlanS. Candace Covey Od Profit S…$565KBrian Fussel 401(k) Profit Sharing PlanBrian Fussel 401(k) Profit S…$565K
End-of-year total assets ($M) among S. Candace Covey Od Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

S. Candace Covey multi-year asset trail

Sponsor-wide plan assets over time

All S. Candace Covey plans reported in each filing year

Latest sponsor-wide plan assets
$780K 38.103373491842895% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.56M $0.78M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 3 $565K
2023 1 2 $670K
2024 1 2 $780K

S. Candace Covey filing trail (2022)

Total Assets (Beginning of Year)$689K
Net Assets (End of Year)$565K
Net Income-$124K
Employer EIN251564892
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

S. Candace Covey Od Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants S. Candace Covey Od Profit Sharing Plan, Total assets ($B): 0.000564845 · Participants: 3S. Candace Covey Od Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
S. Candace Covey Od Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare S. Candace Covey Od Profit Sharing Plan side-by-side with 3 peers →

S. Candace Covey Od Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Brian Fussel 401(k) Profit Sharing Plan in CA ($565K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (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 S. Candace Covey Od Profit Sharing Plan assets move in 2022? ▼
S. Candace Covey Od Profit Sharing Plan declined sharply - down 18.0% during 2022, from $689K to $565K. Reported net income was -$124K.
How have S. Candace Covey plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S. Candace Covey's sponsor-wide assets grew 38.1%, from $565K to $780K.
Where does S. Candace Covey Od Profit Sharing Plan rank by assets among Form 5500 filers? ▼
S. Candace Covey Od Profit Sharing Plan ranks in the 19th 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 Profit Sharing plans are similar in size to S. Candace Covey Od Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Brian Fussel 401(k) Profit Sharing Plan in CA ($565K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to S. Candace Covey Od Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (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 251564892.

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.