401(k) · DOL Form 5500 · 2022

Covenant Management Systems, LP 401(k) Plan

Data updated 2026-08-11

$318M
Total assets
2,965
Participants
97th
Percentile by assets
$107,318
Avg per participant
PlainRetire home → About this data

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.

  • 97th percentile by assets (of 139,126 plans)
  • #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.

$318M
total plan assets (2022 EOY)
2,965
covered participants
97th
percentile by assets (of 139,126 plans)
$107,318
avg assets per participant

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.

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Cms Savings Plan and Trust reports 2,965 participants - 4.3x that state average ($318M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$381M
Net Assets (End of Year)$318M
Net Income-$63M
Employer EIN742899856
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Covenant Management Systems, LP)

$300M$350M$400M$450M 202220232024 $318M $414M ▲ +30.2%
Total plan assets by year, all Covenant Management Systems, LP plans on file
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.

Cms Savings Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants

Cms Savings Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Cms Savings Plan and…AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell Inc. 401(k) Plan
Cms Savings Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cms Savings Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Cms Savings Plan and Trust assets move in 2022?
Cms Savings Plan and Trust declined sharply - down 16.4% during 2022, from $381M to $318M. Reported net income was -$63M.
How have Covenant Management Systems, LP plan assets changed over time?
Across 3 plan years on file (2022-2024), Covenant Management Systems, LP's sponsor-wide assets grew 30.2%, from $318M to $414M.
Where does Cms Savings Plan and Trust rank by assets among Form 5500 filers?
Cms Savings Plan and Trust ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Cms Savings Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Idemia Retirement Savings Plan in VA ($318M, 2,545 participants).

Filing takeaways

Ways to act on Cms Savings Plan and Trust's numbers.