Profit Sharing · DOL Form 5500 · 2024
S. Candace Covey Profit Sharing Plan
Data updated 2026-08-25
- $780K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $390,035
- Avg per participant High balance/head
Official DOL plan name: S. Candace Covey Od Profit Sharing Plan · Sponsored by S. Candace Covey · Pennsylvania · Healthcare & Social Assistance
$780K in assets, 2 participants
S. Candace Covey's S. Candace Covey Od Profit Sharing Plan reported $780K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #2,842 in Healthcare & Social Assistance (16,916 peers)
S. Candace Covey multi-year trail
S. Candace Covey's plans moved +38.1% in assets from 2022 to 2024; this filing shows S. Candace Covey Od Profit Sharing Plan at $780K / 2 participants.
- #2,842
- in Healthcare & Social Assistance (16,916 peers)
- +16.4%
- assets growth YoY
S. Candace Covey Od Profit Sharing Plan among the smaller filed plans by assets
S. Candace Covey Od Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$780,070 21st percentile higher than 21% 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
S. Candace Covey Od Profit Sharing 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. S. Candace Covey Od Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- S. Candace Covey Od Profit Sharing Plan end-of-year assets rose from $670K in the plan year 2023 filing to $780K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 251564892 · S. Candace Covey PY 2024 · Profit Sharing
S. Candace Covey Od Profit Sharing Plan · $780K · 2 · 21st
- PCT $780K
- PCT 2
- PCT 21st
- PCT Profit Sharing
- PCT near Brian Fussel 401(k) Profit Sharing Plan
- PCT ind #2842
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 Pennsylvania →
S. Candace Covey Od Profit Sharing Plan in the asset neighbourhood
S. Candace Covey multi-year asset trail
Sponsor-wide plan assets over time
All S. Candace Covey plans reported in each filing year
- Latest sponsor-wide plan assets
- $780K 38.103373491842895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $565K |
| 2023 | 1 | 2 | $670K |
| 2024 | 1 | 2 | $780K |
S. Candace Covey filing trail (2024)
| Total Assets (Beginning of Year) | $670K |
|---|---|
| Net Assets (End of Year) | $780K |
| Net Income | $110K |
| Employer EIN | 251564892 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
S. Candace Covey Od Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Brian Fussel 401(k) Profit Sharing Plan in CO ($780K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($780K here).
- Brian Fussel 401(k) Profit Sharing Plan (CO) $780K · 2
- Daves Mac Inc Profit Sharing Plan (CA) $781K · N/A
- Agape Global Investments Corporation Retirement Plan (MI) $779K · N/A
- Carlos G. Micames Caceres Retirement Plan (PR) $781K · 2
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.