401(k) · DOL Form 5500 · 2022

Covenant Group Holdings, LP 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,398
Participants Near avg headcount
64th
Percentile by assets National rank
$6,767
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Covenant Group Holdings, L.P. 401(k) Plan · Sponsored by Covenant Group Holdings, LP · Texas · Healthcare & Social Assistance

$9M in assets, 1,398 participants

Covenant Group Holdings, LP's Covenant Group Holdings, L.P. 401(k) Plan reported $9M in total assets and 1,398 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,893 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Covenant Group Holdings, L.P. 401(k) Plan covers 1,398 participants in Texas, 2.0x the typical Texas plan (state average ~688 per filing). Assets: $9M.

#13,893
in Healthcare & Social Assistance (20,060 peers)
+6.4%
assets growth YoY

Covenant Group Holdings, L.P. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Covenant Group Holdings, L.P. 401(k) Plan vs every filed plan by assets

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

$9,460,328 Top 36% higher than 64% 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 Group Holdings, L.P. 401(k) Plan'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. Covenant Group Holdings, L.P. 401(k) Plan lands in the large band (1,398 participants).

Published 5500 schedule card

Filing strip 752655703 · Covenant Group Holdings, LP PY 2022 · 401(k)

Covenant Group Holdings, L.P. 401(k) Plan · $9M · 1,398 · 64th

  • VS-ST $9M
  • VS-ST 1,398
  • VS-ST 64th
  • VS-ST 401(k)
  • VS-ST near Plexus Scientific Corporation Retirement Savings Plan
  • VS-ST ind #13893

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 Texas →

Covenant Group Holdings, L.P. 401(k) Plan in the asset neighbourhood

Covenant Group Holdings, L.P. 401(k) PlanCovenant Group Holdings, L.P…$9MPlexus Scientific Corporation Retirement Savings PlanPlexus Scientific Corporatio…$9MThe Roberts Company 401(k) Retirement PlanThe Roberts Company 401(k) R…$9MCambridge Real Estate Services Inc., Profit Sharing and Employee Savings Benefit PlanCambridge Real Estate Servic…$9MCsbo Holdings, Inc. 401(k)/ESOP PlanCsbo Holdings, Inc. 401(k)/E…$9M
End-of-year total assets ($M) among Covenant Group Holdings, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$594K
Employer EIN752655703
Plan Effective Date1995-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Covenant Group Holdings, LP)

Sponsor-wide plan assets over time

All Covenant Group Holdings, LP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 50.77372581584909% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.46M $14.3M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 1,398 $9M
2023 1 3,331 $13M
2024 1 3,588 $14M

Nearby 401(k) Plans in Texas

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

Covenant Group Holdings, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Covenant Group Holdings, L.P. 401(k) Plan, Total assets ($B): 0.009460328 · Participants: 1398Covenant Group Holdings, L.P. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Covenant Group Holdings, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Covenant Group Holdings, L.P. 401(k) Plan side-by-side with 3 peers →

Covenant Group Holdings, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Plexus Scientific Corporation Retirement Savings Plan in VA ($9M); by covered participants it is Nando's 401(k) Retirement Plan in DC (1,398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,398 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 Group Holdings, L.P. 401(k) Plan assets move in 2022? ▼
Covenant Group Holdings, L.P. 401(k) Plan grew at a solid clip - up 6.4% during 2022, from $9M to $9M. Reported net income was $594K.
How have Covenant Group Holdings, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covenant Group Holdings, LP's sponsor-wide assets grew 50.8%, from $9M to $14M.
Which 401(k) plans are similar in size to Covenant Group Holdings, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plexus Scientific Corporation Retirement Savings Plan in VA ($9M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Covenant Group Holdings, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nando's 401(k) Retirement Plan in DC (1,398 participants, $3M 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 752655703.

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.