Other · DOL Form 5500 · 2024
Covenant Woods Retirement Plan
Data updated 2026-08-11
- $10M
- Total assets
- 318
- Participants
- 57th
- Percentile by assets
- $32,832
- Avg per participant
Official DOL plan name: Covenant Woods 403b Retirement Savings Plan · Sponsored by Covenant Woods · Virginia · Healthcare & Social Assistance
$10M in assets, 318 participants
Covenant Woods's Covenant Woods 403b Retirement Savings Plan reported $10M in total assets and 318 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 123,622 plans)
- #10,506 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
Covenant Woods 403b Retirement Savings Plan covers 318 participants in Virginia, about 41% of the average Virginia filer (state average ~782 per filing). Assets: $10M.
- $10M
- total plan assets (2024 EOY)
- 318
- covered participants
- 57th
- percentile by assets (of 123,622 plans)
- $32,832
- avg assets per participant
Where Covenant Woods 403b Retirement Savings Plan sits by total assets
Covenant Woods 403b Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,440,586 Top 43% higher than 57% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Covenant Woods 403b Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Covenant Woods 403b Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Covenant Woods 403b Retirement Savings Plan reported participants rose from 299 in the plan year 2023 filing to 318 in the plan year 2024 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Covenant Woods 403b Retirement Savings Plan reports 318 participants - about 41% of that state average ($10M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 540524902 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Covenant Woods)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 299 | $7M |
| 2023 | 1 | 299 | $8M |
| 2024 | 1 | 318 | $10M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
Covenant Woods 403b Retirement Savings Plan vs. nearby Other plans in Virginia, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Similar-Sized Other Plans Nationally
Other plans in other states closest to Covenant Woods 403b Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Covenant Woods 403b Retirement Savings Plan assets move in 2024? ▼
How have Covenant Woods plan assets changed over time? ▼
Which Other plans are similar in size to Covenant Woods 403b Retirement Savings Plan? ▼
Next read for Covenant Woods 403b Retirement Savings P…
Filing takeaways
Ways to act on Covenant Woods 403b Retirement Savings Plan's numbers.
- By total assets, Covenant Woods 403b Retirement Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Covenant Woods's sponsor-wide assets have grown 59.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans