401(k) · DOL Form 5500 · 2024
Lawrence Covell Inc 401(k) Plan
Data updated 2026-08-25
- $622K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $69,136
- Avg per participant Below avg balance/head
Official DOL plan name: Lawrence Covell Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Lawrence Covell Inc · Colorado · Other Services
$622K in assets, 9 participants
Lawrence Covell Inc's Lawrence Covell Inc 401(k) Profit Sharing Plan & Trust reported $622K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #3,156 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Lawrence Covell Inc 401(k) Profit Sharing Plan & Trust ranks #3,156 of 7,719 2024 filers by assets (3226% of the sector average)-$622K for 9 participants.
- #3,156
- in Other Services (7,719 peers)
- +38.2%
- assets growth YoY
Lawrence Covell Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Lawrence Covell Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$622,220 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lawrence Covell Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lawrence Covell Inc 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lawrence Covell Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $450K in the plan year 2023 filing to $622K in the plan year 2024 filing.
- Lawrence Covell Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 7 in the plan year 2023 filing to 9 in the plan year 2024 filing.
- Lawrence Covell Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $150K in the plan year 2023 filing to $172K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 840612667 · Lawrence Covell Inc PY 2024 · 401(k)
Lawrence Covell Inc 401(k) Profit Sharing Plan & Trust · $622K · 9 · 19th
- IND $622K
- EOY 9
- 5500 19th
- ASSETS 401(k)
- PCT near Ejs Corporate Interiors, Inc. 401(k) Profit Sharing Plan
- EIN ind #3156
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 Other Services retirement plans → · Plans in Colorado →
Lawrence Covell Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $450K |
|---|---|
| Net Assets (End of Year) | $622K |
| Net Income | $172K |
| Employer EIN | 840612667 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lawrence Covell Inc)
Sponsor-wide plan assets over time
All Lawrence Covell Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $622K 107.3686490810018% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $300K |
| 2023 | 1 | 7 | $450K |
| 2024 | 1 | 9 | $622K |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Lawrence Covell Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Ejs Corporate Interiors, Inc. 401(k) Profit Sharing Plan in NY ($622K); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($622K here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.