401(k) · DOL Form 5500 · 2023

Coventry Resources, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
202
Participants Below avg headcount
81st
Percentile by assets National rank
$167,366
Avg per participant Above avg balance/head
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Official DOL plan name: The Coventry 401(k) Retirement Plan · Sponsored by Coventry Resources, LLC · Pennsylvania · Finance & Insurance

$34M in assets, 202 participants

Coventry Resources, LLC's The Coventry 401(k) Retirement Plan reported $34M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,269 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

The Coventry 401(k) Retirement Plan covers 202 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $34M.

#6,269
in Finance & Insurance (8,869 peers)
+27.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Coventry 401(k) Retirement Plan's outsized position by total assets

The Coventry 401(k) Retirement Plan vs every filed plan by assets

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

$33,807,967 Top 19% higher than 81% 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

The Coventry 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. The Coventry 401(k) Retirement Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Coventry 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Coventry 401(k) Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • The Coventry 401(k) Retirement Plan reported participants rose from 186 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 810666201 · Coventry Resources, LLC PY 2023 · 401(k)

The Coventry 401(k) Retirement Plan · $34M · 202 · 81st

  • VS-ST $34M
  • VS-ST 202
  • VS-ST 81st
  • VS-ST 401(k)
  • VS-ST near Frost and Sullivan 401(k) Plan
  • VS-ST ind #6269

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

The Coventry 401(k) Retirement Plan in the asset neighbourhood

The Coventry 401(k) Retirement PlanThe Coventry 401(k) Retireme…$34MFrost and Sullivan 401(k) PlanFrost and Sullivan 401(k) Pl…$34MHr Strategies 401(k) Plan$34MAdvanced Instruments, LLC Saving and Profit Sharing PlanAdvanced Instruments, LLC Sa…$34MSystem High Corp. 401(k) Profit Sharing PlanSystem High Corp. 401(k) Pro…$34M
End-of-year total assets ($M) among The Coventry 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN810666201
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coventry Resources, LLC)

Sponsor-wide plan assets over time

All Coventry Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$42M 56.68338984134926% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $26.5M $41.6M ▲ +56.7%
Year Plans Participants Total Assets
2022 1 186 $27M
2023 1 202 $34M
2024 1 231 $42M

Nearby 401(k) Plans in Pennsylvania

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

The Coventry 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Coventry 401(k) Retirement Plan, Total assets ($B): 0.033807967 · Participants: 202The Coventry 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Coventry 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Coventry 401(k) Retirement Plan side-by-side with 3 peers →

The Coventry 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Frost and Sullivan 401(k) Plan in TX ($34M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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 The Coventry 401(k) Retirement Plan assets move in 2023? ▼
The Coventry 401(k) Retirement Plan grew sharply - up 27.5% during 2023, from $27M to $34M. Reported net income was $7M.
How have Coventry Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coventry Resources, LLC's sponsor-wide assets grew 56.7%, from $27M to $42M.
Where does The Coventry 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Coventry 401(k) Retirement Plan ranks in the 81st 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 The Coventry 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frost and Sullivan 401(k) Plan in TX ($34M, 136 participants).
Which 401(k) plans cover a similar participant headcount to The Coventry 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M 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 810666201.

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.