401(k) · DOL Form 5500 · 2022

Covey Equity Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
451
Participants Below avg headcount
62nd
Percentile by assets National rank
$19,006
Avg per participant Low balance/head
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Official DOL plan name: Covey Equity Holdings, LLC 401(k) Plan · Sponsored by Covey Equity Holdings, LLC · Georgia · Manufacturing

$9M in assets, 451 participants

Covey Equity Holdings, LLC's Covey Equity Holdings, LLC 401(k) Plan reported $9M in total assets and 451 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,925 in Manufacturing (20,602 peers)

Coverage in Georgia

Covey Equity Holdings, LLC 401(k) Plan covers 451 participants in Georgia, about 41% of the average Georgia filer (state average ~1,096 per filing). Assets: $9M.

#9,925
in Manufacturing (20,602 peers)
+40.3%
assets growth YoY

The plan reported a net loss of $468K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Covey Equity Holdings, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Covey Equity Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$8,571,889 Top 38% higher than 62% 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

Covey Equity Holdings, LLC 401(k) 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. Covey Equity Holdings, LLC 401(k) Plan sits mid-pack in the medium band (451 participants).

Published 5500 schedule card

Filing strip 208734421 · Covey Equity Holdings, LLC PY 2022 · 401(k)

Covey Equity Holdings, LLC 401(k) Plan · $9M · 451 · 62nd

  • ASSETS $9M
  • PCT 451
  • EIN 62nd
  • RANK 401(k)
  • PHOTO near Prl, Inc. 401(k) Plan
  • IND ind #9925

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 Manufacturing retirement plans → · Plans in Georgia →

Covey Equity Holdings, LLC 401(k) Plan in the asset neighbourhood

Covey Equity Holdings, LLC 401(k) PlanCovey Equity Holdings, LLC 4…$9MPrl, Inc. 401(k) Plan$9MTransfix 401(k) Plan$9MWolgast Corporation Profit Sharing & 401(k) PlanWolgast Corporation Profit S…$9MProgressive Retirement Employee PlanProgressive Retirement Emplo…$9M
End-of-year total assets ($M) among Covey Equity Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income-$468K
Employer EIN208734421
Plan Effective Date2007-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Covey Equity Holdings, LLC)

Sponsor-wide plan assets over time

All Covey Equity Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 97.71000301100491% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.57M $17M ▲ +97.8%
Year Plans Participants Total Assets
2022 1 451 $9M
2023 1 565 $11M
2024 1 577 $17M

Nearby 401(k) Plans in Georgia

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

Covey Equity Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Covey Equity Holdings, LLC 401(k) Plan, Total assets ($B): 0.008571889 · Participants: 451Covey Equity Holdings, LLC 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Covey Equity Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Covey Equity Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Covey Equity Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Prl, Inc. 401(k) Plan in PA ($9M); by covered participants it is Jim Lupient Companies Employee Savings Plan in MN (451 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (451 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 Covey Equity Holdings, LLC 401(k) Plan assets move in 2022? ▼
Covey Equity Holdings, LLC 401(k) Plan surged - up 40.3% during 2022, from $6M to $9M. Reported net income was -$468K.
How have Covey Equity Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covey Equity Holdings, LLC's sponsor-wide assets grew 97.7%, from $9M to $17M.
Which 401(k) plans are similar in size to Covey Equity Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prl, Inc. 401(k) Plan in PA ($9M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Covey Equity Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jim Lupient Companies Employee Savings Plan in MN (451 participants, $16M 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 208734421.

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.