401(k) · DOL Form 5500 · 2023

Covenant Group Holdings, LP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
3,331
Participants Above avg headcount
63rd
Percentile by assets National rank
$3,771
Avg per participant Low balance/head
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Official DOL plan name: Covenant Group Holdings, L.P. 401(k) Plan · Sponsored by Covenant Group Holdings, LP · Texas · Healthcare & Social Assistance

$13M in assets, 3,331 participants

Covenant Group Holdings, LP's Covenant Group Holdings, L.P. 401(k) Plan reported $13M in total assets and 3,331 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,174 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Covenant Group Holdings, L.P. 401(k) Plan covers 3,331 participants in Texas, 4.8x the typical Texas plan (state average ~688 per filing). Assets: $13M.

#12,174
in Healthcare & Social Assistance (17,684 peers)
+32.8%
assets growth YoY

Covenant Group Holdings, L.P. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Covenant Group Holdings, L.P. 401(k) Plan vs every filed plan by assets

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

$12,561,953 Top 37% higher than 63% 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 Group Holdings, L.P. 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 Group Holdings, L.P. 401(k) Plan lands in the large band (3,331 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Covenant Group Holdings, L.P. 401(k) Plan reported net income rose from $594K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Covenant Group Holdings, L.P. 401(k) Plan reported participants rose from 1,398 in the plan year 2022 filing to 3,331 in the plan year 2023 filing.
  • Covenant Group Holdings, L.P. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752655703 · Covenant Group Holdings, LP PY 2023 · 401(k)

Covenant Group Holdings, L.P. 401(k) Plan · $13M · 3,331 · 63rd

  • RANK $13M
  • RANK 3,331
  • RANK 63rd
  • RANK 401(k)
  • RANK near Western Fuels Retirement and Savings Plan
  • RANK ind #12174

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 Texas →

Covenant Group Holdings, L.P. 401(k) Plan in the asset neighbourhood

Covenant Group Holdings, L.P. 401(k) PlanCovenant Group Holdings, L.P…$13MWestern Fuels Retirement and Savings PlanWestern Fuels Retirement and…$13MSba Defined Contribution Plan for Farmers & Merchants BankSba Defined Contribution Pla…$13MNovus Media Retirement Savings PlanNovus Media Retirement Savin…$13MThe Greentree Group, Inc. Profit Sharing PlanThe Greentree Group, Inc. Pr…$13M
End-of-year total assets ($M) among Covenant Group Holdings, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN752655703
Plan Effective Date1995-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Covenant Group Holdings, LP)

Sponsor-wide plan assets over time

All Covenant Group Holdings, LP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 50.77372581584909% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.46M $14.3M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 1,398 $9M
2023 1 3,331 $13M
2024 1 3,588 $14M

Nearby 401(k) Plans in Texas

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

Covenant Group Holdings, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Covenant Group Holdings, L.P. 401(k) Plan, Total assets ($B): 0.012561953 · Participants: 3331Covenant Group Holdings, L.P. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Covenant Group Holdings, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Covenant Group Holdings, L.P. 401(k) Plan side-by-side with 3 peers →

Covenant Group Holdings, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Western Fuels Retirement and Savings Plan in CO ($13M); by covered participants it is Rumpke 401(k) Retirement Plan in OH (3,331 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,331 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 Group Holdings, L.P. 401(k) Plan assets move in 2023? ▼
Covenant Group Holdings, L.P. 401(k) Plan surged - up 32.8% during 2023, from $9M to $13M. Reported net income was $3M.
How have Covenant Group Holdings, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covenant Group Holdings, LP's sponsor-wide assets grew 50.8%, from $9M to $14M.
Which 401(k) plans are similar in size to Covenant Group Holdings, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western Fuels Retirement and Savings Plan in CO ($13M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Covenant Group Holdings, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rumpke 401(k) Retirement Plan in OH (3,331 participants, $149M 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 752655703.

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.