401(k) · DOL Form 5500 · 2023

The Cove School, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
120
Participants Small participant base
51st
Percentile by assets National rank
$57,514
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Cove School Retirement Plan · Sponsored by The Cove School, Inc. · Illinois · Educational Services

$7M in assets, 120 participants

The Cove School, Inc.'s The Cove School Retirement Plan reported $7M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,304 in Educational Services (3,735 peers)

Coverage in Illinois

The Cove School Retirement Plan covers 120 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $7M.

#1,304
in Educational Services (3,735 peers)
+22.8%
assets growth YoY

The Cove School Retirement Plan's mid-pack asset rank among Educational Services and all filers

The Cove School Retirement Plan vs every filed plan by assets

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

$6,901,695 Top 49% higher than 51% 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

The Cove School Retirement 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. The Cove School Retirement Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Cove School Retirement Plan reported net income rose from -$354K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Cove School Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Cove School Retirement Plan reported participants rose from 113 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390930993 · The Cove School, Inc. PY 2023 · 401(k)

The Cove School Retirement Plan · $7M · 120 · 51st

  • ASSETS $7M
  • ASSETS 120
  • ASSETS 51st
  • ASSETS 401(k)
  • ASSETS near Cleveland Hardware and Forging Co. Profit Sharing
  • ASSETS ind #1304

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 Educational Services retirement plans → · Plans in Illinois →

The Cove School Retirement Plan in the asset neighbourhood

The Cove School Retirement PlanThe Cove School Retirement P…$7MCleveland Hardware and Forging Co. Profit SharingCleveland Hardware and Forgi…$7MEss Tech Subsidiary 401(k) PlanEss Tech Subsidiary 401(k) P…$7MImmec Inc. 401(k) Plan$7MOxygen Service Company, Inc. 401(k) Savings PlanOxygen Service Company, Inc.…$7M
End-of-year total assets ($M) among The Cove School Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN390930993
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Cove School, Inc.)

Sponsor-wide plan assets over time

All The Cove School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 46.57373883036707% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.62M $8.24M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 113 $6M
2023 1 120 $7M
2024 1 152 $8M

Nearby 401(k) Plans in Illinois

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

The Cove School Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Cove School Retirement Plan, Total assets ($B): 0.006901695 · Participants: 120The Cove School Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
The Cove School Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

The Cove School Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Cleveland Hardware and Forging Co. Profit Sharing in WI ($7M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (120 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 The Cove School Retirement Plan assets move in 2023?
The Cove School Retirement Plan grew sharply - up 22.8% during 2023, from $6M to $7M. Reported net income was $1M.
How have The Cove School, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Cove School, Inc.'s sponsor-wide assets grew 46.6%, from $6M to $8M.
Which 401(k) plans are similar in size to The Cove School Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Cleveland Hardware and Forging Co. Profit Sharing in WI ($7M, N/A participants).
Which 401(k) plans cover a similar participant headcount to The Cove School Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M in assets).