Other · DOL Form 5500 · 2022

Covenant Woods Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
299
Participants Below avg headcount
56th
Percentile by assets National rank
$21,924
Avg per participant Low balance/head
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Official DOL plan name: Covenant Woods 403b Retirement Savings Plan · Sponsored by Covenant Woods · Virginia · Healthcare & Social Assistance

$7M in assets, 299 participants

Covenant Woods's Covenant Woods 403b Retirement Savings Plan reported $7M in total assets and 299 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,456 in Healthcare & Social Assistance (20,060 peers)

Coverage in Virginia

Covenant Woods 403b Retirement Savings Plan covers 299 participants in Virginia, about 38% of the average Virginia filer (state average ~782 per filing). Assets: $7M.

#12,456
in Healthcare & Social Assistance (20,060 peers)
-24.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Covenant Woods 403b Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Covenant Woods 403b Retirement Savings Plan vs every filed plan by assets

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

$6,555,326 Top 44% higher than 56% 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 Woods 403b Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Covenant Woods 403b Retirement Savings Plan sits mid-pack in the medium band (299 participants).

EBSA filing schedule strip

Filing strip 540524902 · Covenant Woods PY 2022 · Other

Covenant Woods 403b Retirement Savings Plan · $7M · 299 · 56th

  • TYPE $7M
  • NET 299
  • BOOK 56th
  • VS-ST Other
  • BOY near Cincinnati Hamilton County Community Action Agency 403(b) Tax Deferred Plan
  • SCH ind #12456

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 Virginia →

Covenant Woods 403b Retirement Savings Plan in the asset neighbourhood

Covenant Woods 403b Retirement Savings PlanCovenant Woods 403b Retireme…$7MDepaul Group, Inc. 403(b) PlanDepaul Group, Inc. 403(b) Pl…$7MCincinnati Hamilton County Community Action Agency 403(b) Tax Deferred PlanCincinnati Hamilton County C…$7MCalifornia State University Dominguez Hills Foundation 403(b) DC PlanCalifornia State University …$7M403(b) Thrift Plan of Abilities Network, Inc.403(b) Thrift Plan of Abilit…$7M
End-of-year total assets ($M) among Covenant Woods 403b Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN540524902
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Covenant Woods)

Sponsor-wide plan assets over time

All Covenant Woods plans reported in each filing year

Latest sponsor-wide plan assets
$10M 59.26875337702503% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.56M $10.4M ▲ +59.1%
Year Plans Participants Total Assets
2022 1 299 $7M
2023 1 299 $8M
2024 1 318 $10M

Nearby Other Plans in Virginia

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

Covenant Woods 403b Retirement Savings Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Covenant Woods 403b Retirement Savings Plan, Total assets ($B): 0.006555326 · Participants: 299Covenant Woods 403b Retirement Savings PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
Covenant Woods 403b Retirement Savings Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Covenant Woods 403b Retirement Savings Plan side-by-side with 3 peers →

Covenant Woods 403b Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Cincinnati Hamilton County Community Action Agency 403(b) Tax Deferred Plan in OH ($7M); by covered participants it is Carnegie Library of Pittsburgh Retirement Savings Plan in PA (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Woods 403b Retirement Savings Plan assets move in 2022? ▼
Covenant Woods 403b Retirement Savings Plan declined sharply - down 24.4% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Covenant Woods plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covenant Woods's sponsor-wide assets grew 59.3%, from $7M to $10M.
Which Other plans are similar in size to Covenant Woods 403b Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Cincinnati Hamilton County Community Action Agency 403(b) Tax Deferred Plan in OH ($7M, 209 participants).
Which Other plans cover a similar participant headcount to Covenant Woods 403b Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Carnegie Library of Pittsburgh Retirement Savings Plan in PA (299 participants, $58M 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 540524902.

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.