401(k) · DOL Form 5500 · 2023

Covenant Surgical Partners Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
1,746
Participants Near avg headcount
88th
Percentile by assets National rank
$39,120
Avg per participant Low balance/head
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Official DOL plan name: Covenant Surgical Partners Inc. 401(k) Plan · Sponsored by Covenant Surgical Partners Inc. · Tennessee · Healthcare & Social Assistance

$68M in assets, 1,746 participants

Covenant Surgical Partners Inc.'s Covenant Surgical Partners Inc. 401(k) Plan reported $68M in total assets and 1,746 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,940 in Healthcare & Social Assistance (17,684 peers)

Where Covenant Surgical Partners Inc. 401(k) Plan sits by assets

Covenant Surgical Partners Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $68M for 1,746 participants (~$39,120/participant), up 8.0% in 2023.

#15,940
in Healthcare & Social Assistance (17,684 peers)
+8.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Covenant Surgical Partners Inc. 401(k) Plan's outsized position by total assets

Covenant Surgical Partners Inc. 401(k) Plan vs every filed plan by assets

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

$68,304,272 Top 12% higher than 88% 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 Surgical Partners Inc. 401(k) 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 Surgical Partners Inc. 401(k) Plan lands in the large band (1,746 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Covenant Surgical Partners Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Covenant Surgical Partners Inc. 401(k) Plan end-of-year assets rose from $63M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Covenant Surgical Partners Inc. 401(k) Plan reported participants rose from 1,632 in the plan year 2022 filing to 1,746 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 261860389 · Covenant Surgical Partners Inc. PY 2023 · 401(k)

Covenant Surgical Partners Inc. 401(k) Plan · $68M · 1,746 · 88th

  • PCT $68M
  • EIN 1,746
  • RANK 88th
  • PHOTO 401(k)
  • IND near Catalyst Corporate Federal Credit Union 401(k)/ Profit Sharing Plan and Trust
  • EOY ind #15940

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 Tennessee →

Covenant Surgical Partners Inc. 401(k) Plan in the asset neighbourhood

Catalyst Corporate Federal Credit Union 401(k)/ Profit Sharing Plan and TrustCatalyst Corporate Federal C…$68MCovenant Surgical Partners Inc. 401(k) PlanCovenant Surgical Partners I…$68MLindsay Automotive Family Retirement PlanLindsay Automotive Family Re…$68MThe 401(k) Savings Plan for Eligible Hourly-Rated Employees of Asarco LLCThe 401(k) Savings Plan for …$68MMadison Square Garden 401(k) Union PlanMadison Square Garden 401(k)…$68M
End-of-year total assets ($M) among Covenant Surgical Partners Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$68M
Net Income$5M
Employer EIN261860389
Plan Effective Date2008-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Covenant Surgical Partners Inc.)

Sponsor-wide plan assets over time

All Covenant Surgical Partners Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 85.06001878896889% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $63.3M $9.45M ▼ -85.1%
Year Plans Participants Total Assets
2022 2 1,652 $63M
2023 1 1,746 $68M
2024 1 1,635 $9M

Nearby 401(k) Plans in Tennessee

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

Covenant Surgical Partners Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Covenant Surgical Partners Inc. 401(k) Plan, Total assets ($B): 0.068304272 · Participants: 1746Covenant Surgical Partners Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Covenant Surgical Partners Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Covenant Surgical Partners Inc. 401(k) Plan side-by-side with 3 peers →

Covenant Surgical Partners Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Catalyst Corporate Federal Credit Union 401(k)/ Profit Sharing Plan and Trust in TX ($68M); by covered participants it is Comoto Holdings, LLC 401(k) Profit Sharing Plan & Trust in PA (1,746 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,746 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 Surgical Partners Inc. 401(k) Plan assets move in 2023? ▼
Covenant Surgical Partners Inc. 401(k) Plan grew at a solid clip - up 8.0% during 2023, from $63M to $68M. Reported net income was $5M.
How have Covenant Surgical Partners Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covenant Surgical Partners Inc.'s sponsor-wide assets declined 85.1%, from $63M to $9M.
Where does Covenant Surgical Partners Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Covenant Surgical Partners Inc. 401(k) Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Covenant Surgical Partners Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Catalyst Corporate Federal Credit Union 401(k)/ Profit Sharing Plan and Trust in TX ($68M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Covenant Surgical Partners Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Comoto Holdings, LLC 401(k) Profit Sharing Plan & Trust in PA (1,746 participants, $31M 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 261860389.

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.