401(k) · DOL Form 5500 · 2023
Covenant Management Systems, LP 401(k) Plan
Data updated 2026-08-11
- $367M
- Total assets
- 2,313
- Participants
- 97th
- Percentile by assets
- $158,864
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $367M
- total plan assets (2023 EOY)
- 2,313
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $158,864
- avg assets per participant
Where Cms Savings Plan and Trust sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Cms Savings Plan and Trust reports 2,313 participants - 3.4x that state average ($367M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $318M |
|---|---|
| Net Assets (End of Year) | $367M |
| Net Income | $49M |
| Employer EIN | 742899856 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Covenant Management Systems, LP)
| 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
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
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.
- Lego U.S. Retirement Plan (CT) $367M · 3,038
- American Chemical Society ERISA 403(b) Plan (DC) $367M · 1,804
- Wieland North America, Inc. Retirement Savings Plan (KY) $368M · 2,725
- Itg Holdings USA, Inc. Employee Savings & Retirement Plan (NC) $368M · 1,461
Frequently Asked Questions
How did Cms Savings Plan and Trust assets move in 2023? ▼
How have Covenant Management Systems, LP plan assets changed over time? ▼
Where does Cms Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Cms Savings Plan and Trust? ▼
Next read for Cms Savings Plan and Trust
Filing takeaways
Ways to act on Cms Savings Plan and Trust's numbers.
- By total assets, Cms Savings Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Covenant Management Systems, LP's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Administrative & Support Services plans