Other · DOL Form 5500 · 2024
Covenant House Retirement Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 1,515
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $41,873
- Avg per participant Low balance/head
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.
- #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.
- #14,988
- in Healthcare & Social Assistance (16,916 peers)
- +9.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Covenant House Savings and Retirement Plan's outsized position by total assets
Covenant House Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$63,437,252 Top 13% higher than 87% 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 Savings and Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Covenant House Savings and Retirement Plan lands in the large band (1,515 participants).
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.
EBSA filing schedule strip
Filing strip 132725416 · Covenant House PY 2024 · Other
Covenant House Savings and Retirement Plan · $63M · 1,515 · 87th
- BOY $63M
- BOY 1,515
- BOY 87th
- BOY Other
- BOY near Roessler Chadwick Foundation Dba Chadwick School Retirement Plan
- BOY ind #14988
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 New York →
Covenant House Savings and Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Covenant House plans reported in each filing year
- Latest sponsor-wide plan assets
- $96M 23.86275042986418% vs 2022
- 2024 filing year
| 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.
- 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
Covenant House Savings and Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Roessler Chadwick Foundation Dba Chadwick School Retirement Plan in CA ($63M); by covered participants it is Seneca Family of Agencies 403(b) Retirement Plan in CA (1,515 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,515 participants); asset peers above are excluded.
- Seneca Family of Agencies 403(b) Retirement Plan (CA) 1,515 · 0 off
- University of Indianapolis Defined Contribution Retirement Plan (IN) 1,515 · 0 off
- Art Center College of Design Savings Plan (CA) 1,516 · 1 off
- Illinois Independent Colleges and Universities Multiple Employer Plan (IL) 1,508 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.