401(k) · DOL Form 5500 · 2023

Covelli Family Limited Partnership 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
579
Participants Below avg headcount
56th
Percentile by assets National rank
$14,985
Avg per participant Low balance/head
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Official DOL plan name: Covelli Family Limited Partnership 401(k) Retirement Plan · Sponsored by Covelli Family Limited Partnership · Ohio · Food Services & Accommodation

$9M in assets, 579 participants

Covelli Family Limited Partnership's Covelli Family Limited Partnership 401(k) Retirement Plan reported $9M in total assets and 579 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,246 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Covelli Family Limited Partnership 401(k) Retirement Plan ranks #3,246 of 3,828 2023 filers by assets (225% of the sector average)-$9M for 579 participants.

#3,246
in Food Services & Accommodation (3,828 peers)
+9.4%
assets growth YoY

Covelli Family Limited Partnership 401(k) Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Covelli Family Limited Partnership 401(k) Retirement Plan vs every filed plan by assets

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

$8,676,481 Top 44% higher than 56% 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

Covelli Family Limited Partnership 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Covelli Family Limited Partnership 401(k) Retirement Plan sits mid-pack in the medium band (579 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Covelli Family Limited Partnership 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $749K in the plan year 2023 filing.
  • Covelli Family Limited Partnership 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Covelli Family Limited Partnership 401(k) Retirement Plan reported participants rose from 565 in the plan year 2022 filing to 579 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 650773817 · Covelli Family Limited Partnership PY 2023 · 401(k)

Covelli Family Limited Partnership 401(k) Retirement Plan · $9M · 579 · 56th

  • BOOK $9M
  • BOOK 579
  • BOOK 56th
  • BOOK 401(k)
  • BOOK near The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust
  • BOOK ind #3246

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

Covelli Family Limited Partnership 401(k) Retirement Plan in the asset neighbourhood

Covelli Family Limited Partnership 401(k) Retirement PlanCovelli Family Limited Partn…$9MThe Valley Group, Inc. 401(k) Profit Sharing Plan and TrustThe Valley Group, Inc. 401(k…$9MSabah a Kadhium, M.D., Inc. 401(k) Profit Sharing PlanSabah a Kadhium, M.D., Inc. …$9MNiagara Conservation Corporation 401(k) Profit Sharing PlanNiagara Conservation Corpora…$9MMobile Climate Control 401(k) Plan & TrustMobile Climate Control 401(k…$9M
End-of-year total assets ($M) among Covelli Family Limited Partnership 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$749K
Employer EIN650773817
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Covelli Family Limited Partnership)

Sponsor-wide plan assets over time

All Covelli Family Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$9M 19.545496629482198% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M$10M 202220232024 $7.93M $9.48M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 565 $8M
2023 1 579 $9M
2024 1 605 $9M

Nearby 401(k) Plans in Ohio

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

Covelli Family Limited Partnership 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Covelli Family Limited Partnership 401(k) Retirement Plan, Total assets ($B): 0.008676481 · Participants: 579Covelli Family Limited Partnership 401(k) Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Covelli Family Limited Partnership 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Covelli Family Limited Partnership 401(k) Retirement Plan side-by-side with 3 peers →

Covelli Family Limited Partnership 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust in IL ($9M); by covered participants it is Mark-Taylor Development, Inc. 401(k) Plan in AZ (579 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (579 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 Covelli Family Limited Partnership 401(k) Retirement Plan assets move in 2023? ▼
Covelli Family Limited Partnership 401(k) Retirement Plan grew at a solid clip - up 9.4% during 2023, from $8M to $9M. Reported net income was $749K.
How have Covelli Family Limited Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covelli Family Limited Partnership's sponsor-wide assets grew 19.5%, from $8M to $9M.
Which 401(k) plans are similar in size to Covelli Family Limited Partnership 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Valley Group, Inc. 401(k) Profit Sharing Plan and Trust in IL ($9M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Covelli Family Limited Partnership 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mark-Taylor Development, Inc. 401(k) Plan in AZ (579 participants, $17M 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 650773817.

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.