Other · DOL Form 5500 · 2024
Covenant House Retirement Plan
Data updated 2026-08-11
- $63M
- Total assets
- 1,515
- Participants
- 87th
- Percentile by assets
- $41,873
- Avg per participant
Official DOL plan name: Covenant House Savings and Retirement Plan · Sponsored by Covenant House · New York · Healthcare & Social Assistance
$63M in assets, 1,515 participants
Covenant House's Covenant House Savings and Retirement Plan reported $63M in total assets and 1,515 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #14,988 in Healthcare & Social Assistance (16,916 peers)
Where Covenant House Savings and Retirement Plan sits by assets
Covenant House Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $63M for 1,515 participants (~$41,873/participant), up 9.4% in 2024.
- $63M
- total plan assets (2024 EOY)
- 1,515
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $41,873
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Covenant House Savings and Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Covenant House Savings and Retirement Plan end-of-year assets rose from $58M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- Covenant House Savings and Retirement Plan reported participants rose from 1,433 in the plan year 2023 filing to 1,515 in the plan year 2024 filing.
Covenant House Savings and Retirement Plan vs the 2024 asset distribution
By assets, Covenant House Savings and Retirement Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $5M |
| Employer EIN | 132725416 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Covenant House)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,589 | $77M |
| 2023 | 2 | 1,532 | $89M |
| 2024 | 2 | 1,605 | $96M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Covenant House Savings and Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Similar-Sized Other Plans Nationally
Other plans in other states closest to Covenant House Savings and Retirement Plan by total assets, not by location.
- Roessler Chadwick Foundation Dba Chadwick School Retirement Plan (CA) $63M · 296
- Hiram College Retirement Plan (OH) $63M · 221
- Seti Institute 403(b) Plan (CA) $64M · 163
- Park Tudor Defined Contribution Retirement Plan (IN) $63M · 308
Frequently Asked Questions
How did Covenant House Savings and Retirement Plan assets move in 2024? ▼
How have Covenant House plan assets changed over time? ▼
Where does Covenant House Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Covenant House Savings and Retirement Plan? ▼
Next read for Covenant House Savings and Retirement Pl…
Scale reading
Ways to act on Covenant House Savings and Retirement Plan's numbers.
- By total assets, Covenant House Savings and Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Covenant House's sponsor-wide assets have grown 23.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans