Other · DOL Form 5500 · 2023
Covenant Health & Community Services, Inc Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 600
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $21,331
- Avg per participant Low balance/head
Official DOL plan name: Covenant Care Retirement Savings Plan · Sponsored by Covenant Health & Community Services, Inc · Florida · Healthcare & Social Assistance
$13M in assets, 600 participants
Covenant Health & Community Services, Inc's Covenant Care Retirement Savings Plan reported $13M in total assets and 600 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,236 in Healthcare & Social Assistance (17,684 peers)
Covenant Health & Community Services, Inc multi-year trail
Covenant Health & Community Services, Inc's plans moved -15.2% in assets from 2022 to 2024; this filing shows Covenant Care Retirement Savings Plan at $13M / 600 participants.
- #12,236
- in Healthcare & Social Assistance (17,684 peers)
- +7.3%
- assets growth YoY
Covenant Care Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Covenant Care Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,798,326 Top 36% higher than 64% 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 Care Retirement Savings 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. Covenant Care Retirement Savings Plan sits mid-pack in the medium band (600 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Covenant Care Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $874K in the plan year 2023 filing.
- Covenant Care Retirement Savings Plan reported participants fell from 837 in the plan year 2022 filing to 600 in the plan year 2023 filing.
- Covenant Care Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
DOL schedule card
Filing strip 465132177 · Covenant Health & Community Services, Inc PY 2023 · Other
Covenant Care Retirement Savings Plan · $13M · 600 · 64th
- RANK $13M
- RANK 600
- RANK 64th
- RANK Other
- RANK near The Rock and Roll Hall of Fame and Museum, Inc. Tax Deferred Annuity Plan
- RANK ind #12236
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 Florida →
Covenant Care Retirement Savings Plan in the asset neighbourhood
Covenant Health & Community Services, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Covenant Health & Community Services, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 15.162453087450201% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 837 | $12M |
| 2023 | 1 | 600 | $13M |
| 2024 | 1 | 487 | $10M |
Covenant Health & Community Services, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $874K |
| Employer EIN | 465132177 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.3B · 25,214
- University of Miami Retirement Savings Plan $1.7B · 12,683
- Orlando Health Retirement Savings Plan 403b $1.6B · 26,087
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.1B · 972
- The Nemours Foundation Section 403(b) Plan $1.1B · 8,505
Covenant Care Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is The Rock and Roll Hall of Fame and Museum, Inc. Tax Deferred Annuity Plan in OH ($13M); by covered participants it is Curry College Defined Contribution Retirement Plan in MA (600 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- The Rock and Roll Hall of Fame and Museum, Inc. Tax Deferred Annuity Plan (OH) $13M · 150
- Cordillera and Affiliated Companies 401(k) Deferred Compensation Plan (CO) $13M · 49
- Hope Community Resources, Inc. Retirement Savings Plan (AK) $13M · 571
- Rural Health Group, Inc. Tax Deferred Annuity Plan (NC) $13M · 351
Similar participant headcount
Nearest other-state filings by covered participants (600 participants); asset peers above are excluded.
- Curry College Defined Contribution Retirement Plan (MA) 600 · 0 off
- Haverford College Defined Contribution Retirement Plan (PA) 600 · 0 off
- Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan (VA) 600 · 0 off
- City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan (CA) 600 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.