401(k) · DOL Form 5500 · 2024
New Covenant Trust Company, NA 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $161,635
- Avg per participant Above avg balance/head
Official DOL plan name: New Covenant Retirement Savings Plan · Sponsored by New Covenant Trust Company, NA · Indiana · Finance & Insurance
$5M in assets, 29 participants
New Covenant Trust Company, NA's New Covenant Retirement Savings Plan reported $5M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- #2,344 in Finance & Insurance (8,549 peers)
New Covenant Trust Company, NA multi-year trail
New Covenant Trust Company, NA's plans moved +48.8% in assets from 2022 to 2024; this filing shows New Covenant Retirement Savings Plan at $5M / 29 participants.
- #2,344
- in Finance & Insurance (8,549 peers)
- +15.4%
- assets growth YoY
New Covenant Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
New Covenant Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,687,407 41st percentile higher than 41% 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
New Covenant Retirement Savings 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. New Covenant Retirement Savings Plan is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Covenant Retirement Savings Plan reported net income fell from $911K in the plan year 2023 filing to $626K in the plan year 2024 filing.
- New Covenant Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- New Covenant Retirement Savings Plan reported participants rose from 27 in the plan year 2023 filing to 29 in the plan year 2024 filing.
DOL schedule card
Filing strip 352022785 · New Covenant Trust Company, NA PY 2024 · 401(k)
New Covenant Retirement Savings Plan · $5M · 29 · 41st
- 5500 $5M
- ASSETS 29
- PCT 41st
- EIN 401(k)
- RANK near Nature's Way Retirement Plan
- PHOTO ind #2344
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 Finance & Insurance retirement plans → · Plans in Indiana →
New Covenant Retirement Savings Plan in the asset neighbourhood
New Covenant Trust Company, NA multi-year asset trail
Sponsor-wide plan assets over time
All New Covenant Trust Company, NA plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 48.77558832192407% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $3M |
| 2023 | 1 | 27 | $4M |
| 2024 | 1 | 29 | $5M |
New Covenant Trust Company, NA filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $626K |
| Employer EIN | 352022785 |
| Plan Effective Date | 2000-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
New Covenant Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Nature's Way Retirement Plan in PA ($5M); by covered participants it is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 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.