401(k) · DOL Form 5500 · 2023

Steven J. Covici, Md, Facs, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
34th
Percentile by assets National rank
$324,090
Avg per participant High balance/head
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Official DOL plan name: Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust · Sponsored by Steven J. Covici, Md, Facs, P.C. · Massachusetts · Healthcare & Social Assistance

$3M in assets, 8 participants

Steven J. Covici, Md, Facs, P.C.'s Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,955 in Healthcare & Social Assistance (17,684 peers)

Steven J. Covici, Md, Facs, P.C. multi-year trail

Steven J. Covici, Md, Facs, P.C.'s plans moved +109.6% in assets from 2022 to 2024; this filing shows Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust at $3M / 8 participants.

#5,955
in Healthcare & Social Assistance (17,684 peers)
+32.6%
assets growth YoY

Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,592,722 34th percentile higher than 34% 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

Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust reported net income rose from -$336K in the plan year 2022 filing to $637K in the plan year 2023 filing.
  • Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 201111750 · Steven J. Covici, Md, Facs, P.C. PY 2023 · 401(k)

Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust · $3M · 8 · 34th

  • PHOTO $3M
  • IND 8
  • EOY 34th
  • 5500 401(k)
  • ASSETS near Pezzetti, Vermetten & Popovits, P.C. 401(k) Plan
  • PCT ind #5955

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 Massachusetts →

Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust in the asset neighbourhood

Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & TrustSteven J. Covici, Md, Facs, …$3MPezzetti, Vermetten & Popovits, P.C. 401(k) PlanPezzetti, Vermetten & Popovi…$3MGibbel Insurance Agency, Inc. Salary Savings PlanGibbel Insurance Agency, Inc…$3MAll Medical Personnel, Inc 401(k) PlanAll Medical Personnel, Inc 4…$3MSc Profit Sharing Plan$3M
End-of-year total assets ($M) among Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Steven J. Covici, Md, Facs, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Steven J. Covici, Md, Facs, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 109.64077425186653% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.96M $4.1M ▲ +109.2%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 8 $3M
2024 1 8 $4M

Steven J. Covici, Md, Facs, P.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$637K
Employer EIN201111750
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust, Total assets ($B): 0.002592722 · Participants: 8Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust side-by-side with 3 peers →

Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Pezzetti, Vermetten & Popovits, P.C. 401(k) Plan in MI ($3M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust assets move in 2023? ▼
Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust surged - up 32.6% during 2023, from $2M to $3M. Reported net income was $637K.
How have Steven J. Covici, Md, Facs, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven J. Covici, Md, Facs, P.C.'s sponsor-wide assets grew 109.6%, from $2M to $4M.
Which 401(k) plans are similar in size to Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pezzetti, Vermetten & Popovits, P.C. 401(k) Plan in MI ($3M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Steven J. Covici, Md, Facs, P.C. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 201111750.

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.