401(k) · DOL Form 5500 · 2023

Covenant Management Systems, LP 401(k) Plan

Data updated 2026-08-25

$367M
Total assets Above avg plan size
2,313
Participants Above avg headcount
97th
Percentile by assets National rank
$158,864
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cms Savings Plan and Trust · Sponsored by Covenant Management Systems, LP · Texas · Administrative & Support Services

$367M in assets, 2,313 participants

Covenant Management Systems, LP's Cms Savings Plan and Trust reported $367M in total assets and 2,313 participants in its 2023 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.

  • #4,304 in Administrative & Support Services (4,372 peers)

Coverage in Texas

Cms Savings Plan and Trust covers 2,313 participants in Texas, 3.4x the typical Texas plan (state average ~688 per filing). Assets: $367M.

#4,304
in Administrative & Support Services (4,372 peers)
+15.5%
assets growth YoY
3.7×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$367,451,734 Top 3% higher than 97% 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

Cms Savings Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 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 (2,313 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cms Savings Plan and Trust reported net income rose from -$63M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Cms Savings Plan and Trust reported participants fell from 2,965 in the plan year 2022 filing to 2,313 in the plan year 2023 filing.
  • Cms Savings Plan and Trust end-of-year assets rose from $318M in the plan year 2022 filing to $367M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 742899856 · Covenant Management Systems, LP PY 2023 · 401(k)

Cms Savings Plan and Trust · $367M · 2,313 · 97th

  • PHOTO $367M
  • PHOTO 2,313
  • PHOTO 97th
  • PHOTO 401(k)
  • PHOTO near Lego U.S. Retirement Plan
  • PHOTO ind #4304

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

Itg Holdings USA, Inc. Employee Savings & Retirement PlanItg Holdings USA, Inc. Emplo…$368MWieland North America, Inc. Retirement Savings PlanWieland North America, Inc. …$368MCms Savings Plan and Trust$367MLego U.S. Retirement Plan$367MAmerican Chemical Society ERISA 403(b) PlanAmerican Chemical Society ER…$367M
End-of-year total assets ($M) among Cms Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$318M
Net Assets (End of Year)$367M
Net Income$49M
Employer EIN742899856
Plan Effective Date1986-01-01
Filing StatusFILING 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
$300M$350M$400M$450M 202220232024 $318M $414M ▲ +30.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cms Savings Plan and Trust, Total assets ($B): 0.367451734 · Participants: 2313Cms Savings Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Cms Savings Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Cms Savings Plan and Trust side-by-side with 3 peers →

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 Lego U.S. Retirement Plan in CT ($367M); by covered participants it is Crown Cork & Seal Company, Inc. Retirement Thrift Plan in PA (2,314 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($367M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,313 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 Cms Savings Plan and Trust assets move in 2023? ▼
Cms Savings Plan and Trust grew sharply - up 15.5% during 2023, from $318M to $367M. Reported net income was $49M.
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 127,072 plans that reported assets for plan year 2023 (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 Lego U.S. Retirement Plan in CT ($367M, 3,038 participants).
Which 401(k) plans cover a similar participant headcount to Cms Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Crown Cork & Seal Company, Inc. Retirement Thrift Plan in PA (2,314 participants, $170M 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 742899856.

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.