401(k) · DOL Form 5500 · 2023
Covey Capital Advisors, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Covey Capital Advisors, LLC 401(k) Profit Sharing Plan · Sponsored by Covey Capital Advisors, LLC · Georgia · Finance & Insurance
$4M in assets, 3 participants
Covey Capital Advisors, LLC's Covey Capital Advisors, LLC 401(k) Profit Sharing Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #2,514 in Finance & Insurance (8,869 peers)
Covey Capital Advisors, LLC multi-year trail
Covey Capital Advisors, LLC's plans moved +29.7% in assets from 2022 to 2023; this filing shows Covey Capital Advisors, LLC 401(k) Profit Sharing Plan at $4M / 3 participants.
- #2,514
- in Finance & Insurance (8,869 peers)
- +29.7%
- assets growth YoY
Covey Capital Advisors, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Covey Capital Advisors, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,015,875 40th percentile higher than 40% 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
Covey Capital Advisors, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Covey Capital Advisors, LLC 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Covey Capital Advisors, LLC 401(k) Profit Sharing Plan reported net income rose from -$552K in the plan year 2022 filing to $919K in the plan year 2023 filing.
- Covey Capital Advisors, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 260220147 · Covey Capital Advisors, LLC PY 2023 · 401(k)
Covey Capital Advisors, LLC 401(k) Profit Sharing Plan · $4M · 3 · 40th
- EIN $4M
- EIN 3
- EIN 40th
- EIN 401(k)
- EIN near Stokes Hodges 401(k) Plan
- EIN ind #2514
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 Finance & Insurance retirement plans → · Plans in Georgia →
Covey Capital Advisors, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Covey Capital Advisors, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Covey Capital Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 29.685293468934464% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $4M |
Covey Capital Advisors, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $919K |
| Employer EIN | 260220147 |
| Plan Effective Date | 2007-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Covey Capital Advisors, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Stokes Hodges 401(k) Plan in SC ($4M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.