401(k) · DOL Form 5500 · 2022

Covelli Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
2,656
Participants Above avg headcount
86th
Percentile by assets National rank
$15,696
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Covelli Enterprises, Inc. · Ohio · Food Services & Accommodation

$42M in assets, 2,656 participants

Covelli Enterprises, Inc.'s Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust reported $42M in total assets and 2,656 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,437 in Food Services & Accommodation (4,592 peers)

Coverage in Ohio

Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust covers 2,656 participants in Ohio, 3.5x the typical Ohio plan (state average ~765 per filing). Assets: $42M.

#4,437
in Food Services & Accommodation (4,592 peers)
-17.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$41,687,388 Top 14% higher than 86% 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

Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust lands in the large band (2,656 participants).

Form 5500 schedule snapshot

Filing strip 341724212 · Covelli Enterprises, Inc. PY 2022 · 401(k)

Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust · $42M · 2,656 · 86th

  • EIN $42M
  • EIN 2,656
  • EIN 86th
  • EIN 401(k)
  • EIN near Lodge Manufacturing Company Deferred Profit Sharing Plan
  • EIN ind #4437

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & TrustCovelli Enterprises, Inc. 40…$42MLodge Manufacturing Company Deferred Profit Sharing PlanLodge Manufacturing Company …$42MCommonwealth Emergency Physicians 401 (K) PlanCommonwealth Emergency Physi…$42MHga 401(k) Plan and Trust$42MDigital Turbine Inc. 401(k) PlanDigital Turbine Inc. 401(k) …$42M
End-of-year total assets ($M) among Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$42M
Net Income-$9M
Employer EIN341724212
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Covelli Enterprises, Inc.)

Sponsor-wide plan assets over time

All Covelli Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 35.28570559517905% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $41.7M $56.4M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 2,656 $42M
2023 1 2,511 $50M
2024 1 2,243 $56M

Nearby 401(k) Plans in Ohio

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

Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.041687388 · Participants: 2656Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Lodge Manufacturing Company Deferred Profit Sharing Plan in TN ($42M); by covered participants it is Ropes & Gray LLP Retirement Savings Plan in MA (2,656 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,656 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 Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust declined sharply - down 17.6% during 2022, from $51M to $42M. Reported net income was -$9M.
How have Covelli Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covelli Enterprises, Inc.'s sponsor-wide assets grew 35.3%, from $42M to $56M.
Where does Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lodge Manufacturing Company Deferred Profit Sharing Plan in TN ($42M, 577 participants).
Which 401(k) plans cover a similar participant headcount to Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ropes & Gray LLP Retirement Savings Plan in MA (2,656 participants, $1.1B 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 341724212.

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.