401(k) · DOL Form 5500 · 2023

Coventry Group Incorporated 401(k) Plan

Data updated 2026-08-25

$484K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$484,019
Avg per participant High balance/head
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Official DOL plan name: Coventry Group 401(k) Trust · Sponsored by Coventry Group Incorporated · California · Manufacturing

$484K in assets, 1 participants

Coventry Group Incorporated's Coventry Group 401(k) Trust reported $484K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,326 in Manufacturing (18,722 peers)

Coventry Group Incorporated multi-year trail

Coventry Group Incorporated's plans moved -44.2% in assets from 2022 to 2024; this filing shows Coventry Group 401(k) Trust at $484K / 1 participant.

#1,326
in Manufacturing (18,722 peers)
+0.0%
assets growth YoY

Coventry Group 401(k) Trust among the smaller filed plans by assets

Coventry Group 401(k) Trust vs every filed plan by assets

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

$484,019 18th percentile higher than 18% 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

Coventry Group 401(k) Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coventry Group 401(k) Trust is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 871697208 · Coventry Group Incorporated PY 2023 · 401(k)

Coventry Group 401(k) Trust · $484K · 1 · 18th

  • IND $484K
  • EOY 1
  • 5500 18th
  • ASSETS 401(k)
  • PCT near Tfi Enterprises Inc. 401(k) Plan
  • EIN ind #1326

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 California →

Coventry Group 401(k) Trust in the asset neighbourhood

Coventry Group 401(k) Trust$484KTfi Enterprises Inc. 401(k) PlanTfi Enterprises Inc. 401(k) …$484KPine Grove Family Practice Associates, Ltd. Profit Sharing 401(k) PlanPine Grove Family Practice A…$484KParallel 36 Corporation Retirement PlanParallel 36 Corporation Reti…$484KMountaintop Specialty Services Retirement PlanMountaintop Specialty Servic…$484K
End-of-year total assets ($M) among Coventry Group 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Coventry Group Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Coventry Group Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$270K 44.20880172059361% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.48M $0.27M ▼ -43.7%
Year Plans Participants Total Assets
2022 1 1 $484K
2023 1 1 $484K
2024 1 1 $270K

Coventry Group Incorporated filing trail (2023)

Total Assets (Beginning of Year)$484K
Net Assets (End of Year)$484K
Employer EIN871697208
Plan Effective Date2021-07-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Coventry Group 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Coventry Group 401(k) Trust, Total assets ($B): 0.000484019 · Participants: 1Coventry Group 401(k) TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Coventry Group 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Coventry Group 401(k) Trust side-by-side with 3 peers →

Coventry Group 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tfi Enterprises Inc. 401(k) Plan in MI ($484K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Coventry Group 401(k) Trust assets move in 2023? ▼
Coventry Group 401(k) Trust held essentially flat - up 0.0% during 2023, from $484K to $484K.
How have Coventry Group Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coventry Group Incorporated's sponsor-wide assets declined 44.2%, from $484K to $270K.
Where does Coventry Group 401(k) Trust rank by assets among Form 5500 filers? ▼
Coventry Group 401(k) Trust ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Coventry Group 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tfi Enterprises Inc. 401(k) Plan in MI ($484K, 128 participants).
Which 401(k) plans cover a similar participant headcount to Coventry Group 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 871697208.

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.