Other · DOL Form 5500 · 2023
Covenant House Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 1,433
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $40,463
- Avg per participant Low balance/head
Official DOL plan name: Covenant House Savings and Retirement Plan · Sponsored by Covenant House · New York · Healthcare & Social Assistance
$58M in assets, 1,433 participants
Covenant House's Covenant House Savings and Retirement Plan reported $58M in total assets and 1,433 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,737 in Healthcare & Social Assistance (17,684 peers)
Where Covenant House Savings and Retirement Plan sits by assets
Covenant House Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $58M for 1,433 participants (~$40,463/participant), up 19.8% in 2023.
- #15,737
- in Healthcare & Social Assistance (17,684 peers)
- +19.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Covenant House Savings and Retirement Plan's outsized position by total assets
Covenant House Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$57,984,183 Top 13% higher than 87% 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
Covenant House Savings and Retirement Plan'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. Covenant House Savings and Retirement Plan lands in the large band (1,433 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Covenant House Savings and Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Covenant House Savings and Retirement Plan end-of-year assets rose from $48M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- Covenant House Savings and Retirement Plan reported participants fell from 1,481 in the plan year 2022 filing to 1,433 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 132725416 · Covenant House PY 2023 · Other
Covenant House Savings and Retirement Plan · $58M · 1,433 · 87th
- NET $58M
- NET 1,433
- NET 87th
- NET Other
- NET near Retirement Plan for Employees of Lenoir-Rhyne University
- NET ind #15737
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 New York →
Covenant House Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $10M |
| Employer EIN | 132725416 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Covenant House)
Sponsor-wide plan assets over time
All Covenant House plans reported in each filing year
- Latest sponsor-wide plan assets
- $96M 23.86275042986418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,589 | $77M |
| 2023 | 2 | 1,532 | $89M |
| 2024 | 2 | 1,605 | $96M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Covenant House Savings and Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Retirement Plan for Employees of Lenoir-Rhyne University in NC ($58M); by covered participants it is Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(b) in IL (1,439 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- Retirement Plan for Employees of Lenoir-Rhyne University (NC) $58M · 388
- Spring Arbor University DC Retirement Plan (MI) $58M · 430
- Community Hospital 403(b) Plan (CO) $58M · 1,251
- The Hun School of Princeton Retirement Plan (NJ) $58M · 166
Similar participant headcount
Nearest other-state filings by covered participants (1,433 participants); asset peers above are excluded.
- Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(b) (IL) 1,439 · 6 off
- Riverside Community Care, Inc. 403(b) Plan (MA) 1,441 · 8 off
- La Salle University Defined Contribution and Tax-Deferred Annuity Plan (PA) 1,423 · 10 off
- Western University of Health Sciences 403(b) Plan (CA) 1,423 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.