Other · DOL Form 5500 · 2023

Covenant House, Incorporated Retirement Plan

Data updated 2026-08-25

$523K
Total assets Small plan by assets
35
Participants Small participant base
18th
Percentile by assets National rank
$14,935
Avg per participant Low balance/head
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Official DOL plan name: Covenant House Incorporated 403(b) Plan · Sponsored by Covenant House, Incorporated · Pennsylvania · Healthcare & Social Assistance

$523K in assets, 35 participants

Covenant House, Incorporated's Covenant House Incorporated 403(b) Plan reported $523K in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,399 in Healthcare & Social Assistance (17,684 peers)

Covenant House, Incorporated multi-year trail

Covenant House, Incorporated's plans moved +19.2% in assets from 2022 to 2024; this filing shows Covenant House Incorporated 403(b) Plan at $523K / 35 participants.

#2,399
in Healthcare & Social Assistance (17,684 peers)
+12.0%
assets growth YoY

Covenant House Incorporated 403(b) Plan among the smaller filed plans by assets

Covenant House Incorporated 403(b) Plan vs every filed plan by assets

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

$522,722 18th percentile higher than 18% 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

Covenant House Incorporated 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Covenant House Incorporated 403(b) Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Covenant House Incorporated 403(b) Plan reported net income rose from -$57K in the plan year 2022 filing to $56K in the plan year 2023 filing.
  • Covenant House Incorporated 403(b) Plan end-of-year assets rose from $467K in the plan year 2022 filing to $523K in the plan year 2023 filing.
  • Covenant House Incorporated 403(b) Plan reported participants fell from 37 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 236405863 · Covenant House, Incorporated PY 2023 · Other

Covenant House Incorporated 403(b) Plan · $523K · 35 · 18th

  • VS-ST $523K
  • BOY 35
  • SCH 18th
  • EBSA Other
  • PART near Pomonok Home Services Tax Sheltered Annuity
  • TYPE ind #2399

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 →

Covenant House Incorporated 403(b) Plan in the asset neighbourhood

Cimco Enterprises, Inc. Pension Plan and TrustCimco Enterprises, Inc. Pens…$532KCovenant House Incorporated 403(b) PlanCovenant House Incorporated …$523KPomonok Home Services Tax Sheltered AnnuityPomonok Home Services Tax Sh…$523KCouncil for Court Excellence 403(b) PlanCouncil for Court Excellence…$525KWomen's Prison Association and Home, Inc. Tax Sheltered Annuity PlanWomen's Prison Association a…$514K
End-of-year total assets ($M) among Covenant House Incorporated 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Covenant House, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Covenant House, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$556K 19.16369961910393% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M 202220232024 $0.47M $0.56M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 37 $467K
2023 1 35 $523K
2024 1 36 $556K

Covenant House, Incorporated filing trail (2023)

Total Assets (Beginning of Year)$467K
Net Assets (End of Year)$523K
Net Income$56K
Employer EIN236405863
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Covenant House Incorporated 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Covenant House Incorporated 403(b) Plan, Total assets ($B): 0.000522722 · Participants: 35Covenant House Incorporated 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Covenant House Incorporated 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Covenant House Incorporated 403(b) Plan side-by-side with 3 peers →

Covenant House Incorporated 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Pomonok Home Services Tax Sheltered Annuity in NY ($523K); by covered participants it is National Association for College Admission Counseling Defined Contribution Plan in VA (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Covenant House Incorporated 403(b) Plan assets move in 2023? ▼
Covenant House Incorporated 403(b) Plan grew at a solid clip - up 12.0% during 2023, from $467K to $523K. Reported net income was $56K.
How have Covenant House, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covenant House, Incorporated's sponsor-wide assets grew 19.2%, from $467K to $556K.
Where does Covenant House Incorporated 403(b) Plan rank by assets among Form 5500 filers? ▼
Covenant House Incorporated 403(b) Plan ranks in the 18th 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 Other plans are similar in size to Covenant House Incorporated 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Pomonok Home Services Tax Sheltered Annuity in NY ($523K, 12 participants).
Which Other plans cover a similar participant headcount to Covenant House Incorporated 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is National Association for College Admission Counseling Defined Contribution Plan in VA (35 participants, $16M 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 236405863.

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.