401(k) · DOL Form 5500 · 2024

Covestment, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Covestment, Inc. 401(k) Plan · Sponsored by Covestment, Inc. · California · Real Estate

$2M in assets, 2 participants

Covestment, Inc.'s Covestment, Inc. 401(k) Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,254 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Covestment, Inc. 401(k) Plan ranks #2,254 of 4,605 2024 filers by assets (1289% of the sector average)-$2M for 2 participants.

#2,254
in Real Estate (4,605 peers)
+531.2%
assets growth YoY

Covestment, Inc. 401(k) Plan among the smaller filed plans by assets

Covestment, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,014,308 29th percentile higher than 29% of 123,620 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 2024

Covestment, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Covestment, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Covestment, Inc. 401(k) Plan reported net income rose from -$277K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Covestment, Inc. 401(k) Plan end-of-year assets rose from $319K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Covestment, Inc. 401(k) Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 844416564 · Covestment, Inc. PY 2024 · 401(k)

Covestment, Inc. 401(k) Plan · $2M · 2 · 29th

  • VS-ST $2M
  • BOY 2
  • SCH 29th
  • EBSA 401(k)
  • PART near Salvatore Dimercurio, M.D., P.a. 401(k) Profit Sharing Plan
  • TYPE ind #2254

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 Real Estate retirement plans → · Plans in California →

Covestment, Inc. 401(k) Plan in the asset neighbourhood

Covestment, Inc. 401(k) Plan$2MSalvatore Dimercurio, M.D., P.a. 401(k) Profit Sharing PlanSalvatore Dimercurio, M.D., …$2MOpensynergy Inc 401(k) Profit Sharing Plan & TrustOpensynergy Inc 401(k) Profi…$2MHaselden Homecare, Inc. 401(k) Profit Sharing PlanHaselden Homecare, Inc. 401(…$2MCrittenton Consulting Group, Inc. 401(k) PlanCrittenton Consulting Group,…$2M
End-of-year total assets ($M) among Covestment, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$319K
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN844416564
Plan Effective Date2020-01-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Covestment, Inc.)

Sponsor-wide plan assets over time

All Covestment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 238.06416530723217% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.6M $2.01M ▲ +235.0%
Year Plans Participants Total Assets
2022 1 3 $596K
2023 1 3 $319K
2024 1 2 $2M

Nearby 401(k) Plans in California

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

Covestment, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Covestment, Inc. 401(k) Plan, Total assets ($B): 0.002014308 · Participants: 2Covestment, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Covestment, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Covestment, Inc. 401(k) Plan side-by-side with 3 peers →

Covestment, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Salvatore Dimercurio, M.D., P.a. 401(k) Profit Sharing Plan in MD ($2M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Covestment, Inc. 401(k) Plan assets move in 2024? ▼
Covestment, Inc. 401(k) Plan surged - up 531.2% during 2024, from $319K to $2M. Reported net income was $2M.
How have Covestment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covestment, Inc.'s sponsor-wide assets grew 238.1%, from $596K to $2M.
Which 401(k) plans are similar in size to Covestment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Salvatore Dimercurio, M.D., P.a. 401(k) Profit Sharing Plan in MD ($2M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Covestment, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 844416564.

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.