Other · DOL Form 5500 · 2023
Covenant Woods Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 299
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $27,406
- Avg per participant Low balance/head
Official DOL plan name: Covenant Woods 403b Retirement Savings Plan · Sponsored by Covenant Woods · Virginia · Healthcare & Social Assistance
$8M in assets, 299 participants
Covenant Woods's Covenant Woods 403b Retirement Savings Plan reported $8M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,587 in Healthcare & Social Assistance (17,684 peers)
Coverage in Virginia
Covenant Woods 403b Retirement Savings Plan covers 299 participants in Virginia, about 38% of the average Virginia filer (state average ~782 per filing). Assets: $8M.
- #10,587
- in Healthcare & Social Assistance (17,684 peers)
- +25.0%
- assets growth YoY
Covenant Woods 403b Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Covenant Woods 403b Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,194,378 Top 46% higher than 54% 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 Woods 403b 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 Woods 403b Retirement Savings Plan sits mid-pack in the medium band (299 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Covenant Woods 403b Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Covenant Woods 403b Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
DOL schedule card
Filing strip 540524902 · Covenant Woods PY 2023 · Other
Covenant Woods 403b Retirement Savings Plan · $8M · 299 · 54th
- SCH $8M
- SCH 299
- SCH 54th
- SCH Other
- SCH near Council for Professional Recognition 403(b) DC Plan
- SCH ind #10587
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 Virginia →
Covenant Woods 403b Retirement Savings Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 540524902 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Covenant Woods)
Sponsor-wide plan assets over time
All Covenant Woods plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 59.26875337702503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 299 | $7M |
| 2023 | 1 | 299 | $8M |
| 2024 | 1 | 318 | $10M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
Covenant Woods 403b Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Council for Professional Recognition 403(b) DC Plan in DC ($8M); by covered participants it is 403(b) Thrift Plan Indiana Health Centers, Inc. in IN (299 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Council for Professional Recognition 403(b) DC Plan (DC) $8M · 47
- Health West, Inc. 403(b) Retirement Plan (ID) $8M · 193
- Bashor Children's Home 403(b) Plan (IN) $8M · 183
- F M G & S P 403(b) Plan (MI) $8M · 248
Similar participant headcount
Nearest other-state filings by covered participants (299 participants); asset peers above are excluded.
- 403(b) Thrift Plan Indiana Health Centers, Inc. (IN) 299 · 0 off
- Phelps Memorial Health Center Tax Sheltered Annuity Plan (NE) 299 · 0 off
- Astm Tax Sheltered Savings Plan (PA) 299 · 0 off
- Active Retirement Community D/B/a Jefferson's Ferry 403(b) Tax Deferred Investment Savings Plan (NY) 299 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.