401(k) · DOL Form 5500 · 2023

Covey Equity Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
565
Participants Below avg headcount
61st
Percentile by assets National rank
$20,145
Avg per participant Low balance/head
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Official DOL plan name: Covey Equity Holdings, LLC 401(k) Plan · Sponsored by Covey Equity Holdings, LLC · Georgia · Manufacturing

$11M in assets, 565 participants

Covey Equity Holdings, LLC's Covey Equity Holdings, LLC 401(k) Plan reported $11M in total assets and 565 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #9,050 in Manufacturing (18,722 peers)

Covey Equity Holdings, LLC multi-year trail

Covey Equity Holdings, LLC's plans moved +97.7% in assets from 2022 to 2024; this filing shows Covey Equity Holdings, LLC 401(k) Plan at $11M / 565 participants.

#9,050
in Manufacturing (18,722 peers)
+32.8%
assets growth YoY

Covey Equity Holdings, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Covey Equity Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$11,381,921 Top 39% higher than 61% 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

Covey Equity Holdings, LLC 401(k) 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. Covey Equity Holdings, LLC 401(k) Plan sits mid-pack in the medium band (565 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Covey Equity Holdings, LLC 401(k) Plan reported net income rose from -$468K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Covey Equity Holdings, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Covey Equity Holdings, LLC 401(k) Plan reported participants rose from 451 in the plan year 2022 filing to 565 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208734421 · Covey Equity Holdings, LLC PY 2023 · 401(k)

Covey Equity Holdings, LLC 401(k) Plan · $11M · 565 · 61st

  • SCH $11M
  • SCH 565
  • SCH 61st
  • SCH 401(k)
  • SCH near Hbw 401(k) Plan
  • SCH ind #9050

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 Manufacturing retirement plans → · Plans in Georgia →

Covey Equity Holdings, LLC 401(k) Plan in the asset neighbourhood

Covey Equity Holdings, LLC 401(k) PlanCovey Equity Holdings, LLC 4…$11MHbw 401(k) Plan$11MEagle Beverage Company Employee Retirement Savings PlanEagle Beverage Company Emplo…$11MSaf-T-Cab, Inc. 401(k) Plan$11MWinpak Heat Seal Corporation Gcc/Ibt Local 568-M Employee Savings PlanWinpak Heat Seal Corporation…$11M
End-of-year total assets ($M) among Covey Equity Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Covey Equity Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Covey Equity Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 97.71000301100491% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.57M $17M ▲ +97.8%
Year Plans Participants Total Assets
2022 1 451 $9M
2023 1 565 $11M
2024 1 577 $17M

Covey Equity Holdings, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN208734421
Plan Effective Date2007-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Covey Equity Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Covey Equity Holdings, LLC 401(k) Plan, Total assets ($B): 0.011381921 · Participants: 565Covey Equity Holdings, LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Covey Equity Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Covey Equity Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Covey Equity Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Hbw 401(k) Plan in MD ($11M); by covered participants it is Range Resources Corporation 401(k) Plan in TX (565 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (565 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 Covey Equity Holdings, LLC 401(k) Plan assets move in 2023? ▼
Covey Equity Holdings, LLC 401(k) Plan surged - up 32.8% during 2023, from $9M to $11M. Reported net income was $3M.
How have Covey Equity Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covey Equity Holdings, LLC's sponsor-wide assets grew 97.7%, from $9M to $17M.
Which 401(k) plans are similar in size to Covey Equity Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hbw 401(k) Plan in MD ($11M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Covey Equity Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Range Resources Corporation 401(k) Plan in TX (565 participants, $183M 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 208734421.

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.