Other · DOL Form 5500 · 2024

Covenant Woods Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
318
Participants Below avg headcount
57th
Percentile by assets National rank
$32,832
Avg per participant Low balance/head
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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.

  • #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.

#10,506
in Healthcare & Social Assistance (16,916 peers)
+27.4%
assets growth YoY

Covenant Woods 403b Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Covenant Woods 403b Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Covenant Woods 403b Retirement Savings Plan sits mid-pack in the medium band (318 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 540524902 · Covenant Woods PY 2024 · Other

Covenant Woods 403b Retirement Savings Plan · $10M · 318 · 57th

  • EOY $10M
  • 5500 318
  • ASSETS 57th
  • PCT Other
  • EIN near Marianapolis Preparatory School Defined Contrib Ret Plan
  • RANK ind #10506

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 Virginia →

Covenant Woods 403b Retirement Savings Plan in the asset neighbourhood

Georgia Rehabilitation Institute,Inc. Tax Deferred Annuity PlanGeorgia Rehabilitation Insti…$10MCovenant Woods 403b Retirement Savings PlanCovenant Woods 403b Retireme…$10MMarianapolis Preparatory School Defined Contrib Ret PlanMarianapolis Preparatory Sch…$10MLasell Village 403(b) Plan$10MSchool Year Abroad 403(b) DC PlanSchool Year Abroad 403(b) DC…$10M
End-of-year total assets ($M) among Covenant Woods 403b Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN540524902
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Covenant Woods)

Sponsor-wide plan assets over time

All Covenant Woods plans reported in each filing year

Latest sponsor-wide plan assets
$10M 59.26875337702503% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.56M $10.4M ▲ +59.1%
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 Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants Covenant Woods 403b Retirement Savings Plan, Total assets ($B): 0.010440586 · Participants: 318Covenant Woods 403b Retirement Savings PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
Covenant Woods 403b Retirement Savings Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Covenant Woods 403b Retirement Savings Plan side-by-side with 3 peers →

Covenant Woods 403b Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Marianapolis Preparatory School Defined Contrib Ret Plan in CT ($10M); by covered participants it is The Infirmary 403(b) Plan in AL (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 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.

Frequently Asked Questions

How did Covenant Woods 403b Retirement Savings Plan assets move in 2024? ▼
Covenant Woods 403b Retirement Savings Plan grew sharply - up 27.4% during 2024, from $8M to $10M. Reported net income was $2M.
How have Covenant Woods plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covenant Woods's sponsor-wide assets grew 59.3%, from $7M to $10M.
Which Other plans are similar in size to Covenant Woods 403b Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Marianapolis Preparatory School Defined Contrib Ret Plan in CT ($10M, 81 participants).
Which Other plans cover a similar participant headcount to Covenant Woods 403b Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is The Infirmary 403(b) Plan in AL (318 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540524902.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.