Profit Sharing · DOL Form 5500 · 2023

S. Candace Covey Profit Sharing Plan

Data updated 2026-08-25

$670K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$335,198
Avg per participant High balance/head
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Official DOL plan name: S. Candace Covey Od Profit Sharing Plan · Sponsored by S. Candace Covey · Pennsylvania · Healthcare & Social Assistance

$670K in assets, 2 participants

S. Candace Covey's S. Candace Covey Od Profit Sharing Plan reported $670K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,773 in Healthcare & Social Assistance (17,684 peers)

S. Candace Covey multi-year trail

S. Candace Covey's plans moved +38.1% in assets from 2022 to 2024; this filing shows S. Candace Covey Od Profit Sharing Plan at $670K / 2 participants.

#2,773
in Healthcare & Social Assistance (17,684 peers)
+18.7%
assets growth YoY

S. Candace Covey Od Profit Sharing Plan among the smaller filed plans by assets

S. Candace Covey Od Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$670,395 20th percentile higher than 20% of 127,068 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 2023

S. Candace Covey Od Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S. Candace Covey Od Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S. Candace Covey Od Profit Sharing Plan reported net income rose from -$124K in the plan year 2022 filing to $106K in the plan year 2023 filing.
  • S. Candace Covey Od Profit Sharing Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • S. Candace Covey Od Profit Sharing Plan end-of-year assets rose from $565K in the plan year 2022 filing to $670K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251564892 · S. Candace Covey PY 2023 · Profit Sharing

S. Candace Covey Od Profit Sharing Plan · $670K · 2 · 20th

  • IND $670K
  • EOY 2
  • 5500 20th
  • ASSETS Profit Sharing
  • PCT near Rai Leh Inc. Retirement Plan
  • EIN ind #2773

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 Pennsylvania →

S. Candace Covey Od Profit Sharing Plan in the asset neighbourhood

S. Candace Covey Od Profit Sharing PlanS. Candace Covey Od Profit S…$670KRai Leh Inc. Retirement Plan$670KDel Premier Care Inc. Retirement PlanDel Premier Care Inc. Retire…$670KDfs Franchises, Inc. Retirement PlanDfs Franchises, Inc. Retirem…$670KFjp Ventures Inc. Retirement PlanFjp Ventures Inc. Retirement…$670K
End-of-year total assets ($M) among S. Candace Covey Od Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

S. Candace Covey multi-year asset trail

Sponsor-wide plan assets over time

All S. Candace Covey plans reported in each filing year

Latest sponsor-wide plan assets
$780K 38.103373491842895% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.56M $0.78M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 3 $565K
2023 1 2 $670K
2024 1 2 $780K

S. Candace Covey filing trail (2023)

Total Assets (Beginning of Year)$565K
Net Assets (End of Year)$670K
Net Income$106K
Employer EIN251564892
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

S. Candace Covey Od Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants S. Candace Covey Od Profit Sharing Plan, Total assets ($B): 0.000670395 · Participants: 2S. Candace Covey Od Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
S. Candace Covey Od Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare S. Candace Covey Od Profit Sharing Plan side-by-side with 3 peers →

S. Candace Covey Od Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Rai Leh Inc. Retirement Plan in NJ ($670K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($670K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did S. Candace Covey Od Profit Sharing Plan assets move in 2023? ▼
S. Candace Covey Od Profit Sharing Plan grew sharply - up 18.7% during 2023, from $565K to $670K. Reported net income was $106K.
How have S. Candace Covey plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S. Candace Covey's sponsor-wide assets grew 38.1%, from $565K to $780K.
Where does S. Candace Covey Od Profit Sharing Plan rank by assets among Form 5500 filers? ▼
S. Candace Covey Od Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to S. Candace Covey Od Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rai Leh Inc. Retirement Plan in NJ ($670K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to S. Candace Covey Od Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251564892.

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.