Defined Benefit (Pension) · DOL Form 5500 · 2023

Covenant House, Inc. Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
99
Participants Small participant base
80th
Percentile by assets National rank
$312,651
Avg per participant High balance/head
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Official DOL plan name: Defined Benefit Pension Plan of Covenant House, Inc. · Sponsored by Covenant House, Inc. · New York · Healthcare & Social Assistance

$31M in assets, 99 participants

Covenant House, Inc.'s Defined Benefit Pension Plan of Covenant House, Inc. reported $31M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,625 in Healthcare & Social Assistance (17,684 peers)

Where Defined Benefit Pension Plan of Covenant House, Inc. sits by assets

Defined Benefit Pension Plan of Covenant House, Inc. sits in the top quartile of all filed plans by assets, $31M for 99 participants (~$312,651/participant), up 7.7% in 2023.

#14,625
in Healthcare & Social Assistance (17,684 peers)
+7.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Defined Benefit Pension Plan of Covenant House, Inc.'s outsized position by total assets

Defined Benefit Pension Plan of Covenant House, Inc. vs every filed plan by assets

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

$30,952,423 Top 20% higher than 80% 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

Defined Benefit Pension Plan of Covenant House, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Benefit Pension Plan of Covenant House, Inc. is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Defined Benefit Pension Plan of Covenant House, Inc. reported net income rose from $395K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Defined Benefit Pension Plan of Covenant House, Inc. reported participants fell from 108 in the plan year 2022 filing to 99 in the plan year 2023 filing.
  • Defined Benefit Pension Plan of Covenant House, Inc. end-of-year assets rose from $29M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132725416 · Covenant House, Inc. PY 2023 · Defined Benefit (Pension)

Defined Benefit Pension Plan of Covenant House, Inc. · $31M · 99 · 80th

  • NET $31M
  • BOOK 99
  • VS-ST 80th
  • BOY Defined Benefit (Pension)
  • SCH near Sheet Metal Workers Local #20 South Bend Area Pension Fund
  • EBSA ind #14625

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 New York →

Defined Benefit Pension Plan of Covenant House, Inc. in the asset neighbourhood

Phibro Animal Health Corporation Pension PlanPhibro Animal Health Corpora…$31MCommunity Credit Union of Florida Defined Benefit Plan and TrustCommunity Credit Union of Fl…$31MSheet Metal Workers Local #20 South Bend Area Pension FundSheet Metal Workers Local #2…$31MDefined Benefit Pension Plan of Covenant House, Inc.Defined Benefit Pension Plan…$31MPhiladelphia Municipal Workers District Council 33 Retirement PlanPhiladelphia Municipal Worke…$31M
End-of-year total assets ($M) among Defined Benefit Pension Plan of Covenant House, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN132725416
Plan Effective Date1982-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Covenant House, Inc.)

Sponsor-wide plan assets over time

All Covenant House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$96M 23.86275042986418% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $77.1M $95.5M ▲ +23.9%
Year Plans Participants Total Assets
2022 2 1,589 $77M
2023 2 1,532 $89M
2024 2 1,605 $96M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Defined Benefit Pension Plan of Covenant House, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Defined Benefit Pension Plan of Covenant House, Inc., Total assets ($B): 0.030952423 · Participants: 99Defined Benefit Pension Plan of Covenant House, Inc.IBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Defined Benefit Pension Plan of Covenant House, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Defined Benefit Pension Plan of Covenant House, Inc. side-by-side with 3 peers →

Defined Benefit Pension Plan of Covenant House, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local #20 South Bend Area Pension Fund in IN ($31M); by covered participants it is The Retirement Plan for Employees of Franklin Savings Bank in ME (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Defined Benefit Pension Plan of Covenant House, Inc. assets move in 2023? ▼
Defined Benefit Pension Plan of Covenant House, Inc. grew at a solid clip - up 7.7% during 2023, from $29M to $31M. Reported net income was $2M.
How have Covenant House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covenant House, Inc.'s sponsor-wide assets grew 23.9%, from $77M to $96M.
Where does Defined Benefit Pension Plan of Covenant House, Inc. rank by assets among Form 5500 filers? ▼
Defined Benefit Pension Plan of Covenant House, Inc. ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Defined Benefit Pension Plan of Covenant House, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers Local #20 South Bend Area Pension Fund in IN ($31M, 188 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Defined Benefit Pension Plan of Covenant House, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Retirement Plan for Employees of Franklin Savings Bank in ME (99 participants, $61M 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 132725416.

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.