401(k) · DOL Form 5500 · 2022
Covenant Management Systems, LP 401(k) Plan
Data updated 2026-08-25
- $318M
- Total assets Above avg plan size
- 2,965
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $107,318
- Avg per participant Below avg balance/head
Official DOL plan name: Cms Savings Plan and Trust · Sponsored by Covenant Management Systems, LP · Texas · Administrative & Support Services
$318M in assets, 2,965 participants
Covenant Management Systems, LP's Cms Savings Plan and Trust reported $318M in total assets and 2,965 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #4,871 in Administrative & Support Services (4,927 peers)
Coverage in Texas
Cms Savings Plan and Trust covers 2,965 participants in Texas, 4.3x the typical Texas plan (state average ~688 per filing). Assets: $318M.
- #4,871
- in Administrative & Support Services (4,927 peers)
- -16.4%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $63M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cms Savings Plan and Trust's outsized position by total assets
Cms Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$318,197,213 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cms Savings Plan and 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. Cms Savings Plan and Trust lands in the large band (2,965 participants).
Form 5500 schedule snapshot
Filing strip 742899856 · Covenant Management Systems, LP PY 2022 · 401(k)
Cms Savings Plan and Trust · $318M · 2,965 · 97th
- PART $318M
- TYPE 2,965
- NET 97th
- BOOK 401(k)
- VS-ST near Idemia Retirement Savings Plan
- BOY ind #4871
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 Administrative & Support Services retirement plans → · Plans in Texas →
Cms Savings Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $381M |
|---|---|
| Net Assets (End of Year) | $318M |
| Net Income | -$63M |
| Employer EIN | 742899856 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Covenant Management Systems, LP)
Sponsor-wide plan assets over time
All Covenant Management Systems, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $414M 30.16628181466819% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,965 | $318M |
| 2023 | 1 | 2,313 | $367M |
| 2024 | 1 | 2,443 | $414M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Cms Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Idemia Retirement Savings Plan in VA ($318M); by covered participants it is Nv5, Inc. 401(k) Profit Sharing Plan in CA (2,965 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($318M here).
- Idemia Retirement Savings Plan (VA) $318M · 2,545
- Bendix Commercial Vehicle Systems LLC Savings Plan (OH) $318M · 2,305
- Myriad Genetics, Inc. 401(k) Profit Sharing Plan (UT) $318M · 2,297
- Solar Savings and Investment Plan (CA) $318M · 954
Similar participant headcount
Nearest other-state filings by covered participants (2,965 participants); asset peers above are excluded.
- Nv5, Inc. 401(k) Profit Sharing Plan (CA) 2,965 · 0 off
- Plumbers and Steamfitters Local 486 Severance and Annuity/401(k) Plan (MD) 2,965 · 0 off
- The F.W. Webb Company Savings & Profit Sharing Plan (MA) 2,966 · 1 off
- Pure Storage, Inc. 401(k) Plan (CA) 2,966 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.