401(k) · DOL Form 5500 · 2022

New Covenant Trust Company, NA 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
25
Participants Small participant base
41st
Percentile by assets National rank
$126,026
Avg per participant Near avg balance/head
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Official DOL plan name: New Covenant Retirement Savings Plan · Sponsored by New Covenant Trust Company, NA · Indiana · Finance & Insurance

$3M in assets, 25 participants

New Covenant Trust Company, NA's New Covenant Retirement Savings Plan reported $3M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,607 in Finance & Insurance (9,261 peers)

New Covenant Trust Company, NA multi-year trail

New Covenant Trust Company, NA's plans moved +48.8% in assets from 2022 to 2024; this filing shows New Covenant Retirement Savings Plan at $3M / 25 participants.

#2,607
in Finance & Insurance (9,261 peers)
-22.2%
assets change YoY

The plan reported a net loss of $897K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New Covenant Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

New Covenant Retirement Savings Plan vs every filed plan by assets

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

$3,150,656 41st percentile higher than 41% 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

New Covenant Retirement Savings 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. New Covenant Retirement Savings Plan is a small filing (25 participants) on this national headcount ladder.

DOL schedule card

Filing strip 352022785 · New Covenant Trust Company, NA PY 2022 · 401(k)

New Covenant Retirement Savings Plan · $3M · 25 · 41st

  • ASSETS $3M
  • PCT 25
  • EIN 41st
  • RANK 401(k)
  • PHOTO near Gekakis & Company 401(k) Profit Sharing Plan
  • IND ind #2607

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 Finance & Insurance retirement plans → · Plans in Indiana →

New Covenant Retirement Savings Plan in the asset neighbourhood

New Covenant Retirement Savings PlanNew Covenant Retirement Savi…$3MGekakis & Company 401(k) Profit Sharing PlanGekakis & Company 401(k) Pro…$3MNephrology Internal Medicine 401(k) Profit Sharing PlanNephrology Internal Medicine…$3MCatalina Paints 401(k) P/S PlanCatalina Paints 401(k) P/S P…$3MSummit Credit Union 401(k) Plan and TrustSummit Credit Union 401(k) P…$3M
End-of-year total assets ($M) among New Covenant Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Covenant Trust Company, NA multi-year asset trail

Sponsor-wide plan assets over time

All New Covenant Trust Company, NA plans reported in each filing year

Latest sponsor-wide plan assets
$5M 48.77558832192407% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.15M $4.69M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 25 $3M
2023 1 27 $4M
2024 1 29 $5M

New Covenant Trust Company, NA filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$897K
Employer EIN352022785
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

New Covenant Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants New Covenant Retirement Savings Plan, Total assets ($B): 0.003150656 · Participants: 25New Covenant Retirement Savings PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
New Covenant Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare New Covenant Retirement Savings Plan side-by-side with 3 peers →

New Covenant Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Gekakis & Company 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 New Covenant Retirement Savings Plan assets move in 2022? ▼
New Covenant Retirement Savings Plan declined sharply - down 22.2% during 2022, from $4M to $3M. Reported net income was -$897K.
How have New Covenant Trust Company, NA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Covenant Trust Company, NA's sponsor-wide assets grew 48.8%, from $3M to $5M.
Which 401(k) plans are similar in size to New Covenant Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gekakis & Company 401(k) Profit Sharing Plan in CA ($3M, 3 participants).
Which 401(k) plans cover a similar participant headcount to New Covenant Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M 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 352022785.

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.