Other · DOL Form 5500 · 2023
Covia Communities Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1,099
- Participants Near avg headcount
- 44th
- Percentile by assets National rank
- $4,433
- Avg per participant Low balance/head
Official DOL plan name: Covia Communities 403(b) Plan · Sponsored by Covia Communities · California · Healthcare & Social Assistance
$5M in assets, 1,099 participants
Covia Communities's Covia Communities 403(b) Plan reported $5M in total assets and 1,099 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #8,422 in Healthcare & Social Assistance (17,684 peers)
Covia Communities multi-year trail
Covia Communities's plans moved -32.0% in assets from 2022 to 2024; this filing shows Covia Communities 403(b) Plan at $5M / 1,099 participants.
- #8,422
- in Healthcare & Social Assistance (17,684 peers)
- -86.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Covia Communities 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Covia Communities 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,872,126 44th percentile higher than 44% 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
Covia Communities 403(b) 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. Covia Communities 403(b) Plan lands in the large band (1,099 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Covia Communities 403(b) Plan end-of-year assets fell from $36M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Covia Communities 403(b) Plan reported net income rose from -$10M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Covia Communities 403(b) Plan reported participants fell from 1,124 in the plan year 2022 filing to 1,099 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 946130471 · Covia Communities PY 2023 · Other
Covia Communities 403(b) Plan · $5M · 1,099 · 44th
- NET $5M
- NET 1,099
- NET 44th
- NET Other
- NET near Defined Contribution Money Purchase Retirement Plan for Employees
- NET ind #8422
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 California →
Covia Communities 403(b) Plan in the asset neighbourhood
Covia Communities multi-year asset trail
Sponsor-wide plan assets over time
All Covia Communities plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 31.983703406077684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,763 | $87M |
| 2023 | 2 | 1,581 | $59M |
| 2024 | 2 | 565 | $59M |
Covia Communities filing trail (2023)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 946130471 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Covia Communities 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Defined Contribution Money Purchase Retirement Plan for Employees in IL ($5M); by covered participants it is Upmc Western Maryland 403(b) Savings Plan in MD (1,099 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,099 participants); asset peers above are excluded.
- Upmc Western Maryland 403(b) Savings Plan (MD) 1,099 · 0 off
- High Point Treatment Center, Inc. 403(b) Plan (MA) 1,101 · 2 off
- Springfield College Defined Contribution Retirement Plan (MA) 1,102 · 3 off
- Fairfield University Defined Contribution Retirement Plan (CT) 1,095 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.