Other · DOL Form 5500 · 2024
Covenant House, Incorporated Retirement Plan
Data updated 2026-08-25
- $556K
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $15,451
- Avg per participant Low balance/head
Official DOL plan name: Covenant House Incorporated 403(b) Plan · Sponsored by Covenant House, Incorporated · Pennsylvania · Healthcare & Social Assistance
$556K in assets, 36 participants
Covenant House, Incorporated's Covenant House Incorporated 403(b) Plan reported $556K in total assets and 36 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.
- #2,342 in Healthcare & Social Assistance (16,916 peers)
Covenant House, Incorporated multi-year trail
Covenant House, Incorporated's plans moved +19.2% in assets from 2022 to 2024; this filing shows Covenant House Incorporated 403(b) Plan at $556K / 36 participants.
- #2,342
- in Healthcare & Social Assistance (16,916 peers)
- +6.4%
- assets growth YoY
Covenant House Incorporated 403(b) Plan among the smaller filed plans by assets
Covenant House Incorporated 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$556,249 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
Covenant House Incorporated 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Covenant House Incorporated 403(b) Plan is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Covenant House Incorporated 403(b) Plan reported net income fell from $56K in the plan year 2023 filing to $34K in the plan year 2024 filing.
- Covenant House Incorporated 403(b) Plan end-of-year assets rose from $523K in the plan year 2023 filing to $556K in the plan year 2024 filing.
- Covenant House Incorporated 403(b) Plan reported participants rose from 35 in the plan year 2023 filing to 36 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 236405863 · Covenant House, Incorporated PY 2024 · Other
Covenant House Incorporated 403(b) Plan · $556K · 36 · 19th
- IND $556K
- EOY 36
- 5500 19th
- ASSETS Other
- PCT near Pomonok Home Services Tax Sheltered Annuity
- EIN ind #2342
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 →
Covenant House Incorporated 403(b) Plan in the asset neighbourhood
Covenant House, Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Covenant House, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $556K 19.16369961910393% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 37 | $467K |
| 2023 | 1 | 35 | $523K |
| 2024 | 1 | 36 | $556K |
Covenant House, Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $523K |
|---|---|
| Net Assets (End of Year) | $556K |
| Net Income | $34K |
| Employer EIN | 236405863 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Covenant House Incorporated 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Pomonok Home Services Tax Sheltered Annuity in NY ($555K); by covered participants it is Tiaa-Cref Retirement Plan for All Employees of Sedc in VA (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($556K here).
- Pomonok Home Services Tax Sheltered Annuity (NY) $555K · 12
- Des Moines Habitat for Humanity 403(b) Plan (IA) $553K · 95
- Wayne Center 403(b) DC Plan (MI) $560K · 13
- Msn Air Service (NY) $550K · 213
Similar participant headcount
Nearest other-state filings by covered participants (36 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.