401(k) · DOL Form 5500 · 2024
Coventry Resources, LLC 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 231
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $179,856
- Avg per participant Above avg balance/head
Official DOL plan name: The Coventry 401(k) Retirement Plan · Sponsored by Coventry Resources, LLC · Pennsylvania · Finance & Insurance
$42M in assets, 231 participants
Coventry Resources, LLC's The Coventry 401(k) Retirement Plan reported $42M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,152 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
The Coventry 401(k) Retirement Plan covers 231 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $42M.
- #6,152
- in Finance & Insurance (8,549 peers)
- +22.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Coventry 401(k) Retirement Plan's outsized position by total assets
The Coventry 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,546,633 Top 18% higher than 82% 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
The Coventry 401(k) Retirement 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. The Coventry 401(k) Retirement Plan sits mid-pack in the medium band (231 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Coventry 401(k) Retirement Plan end-of-year assets rose from $34M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- The Coventry 401(k) Retirement Plan reported participants rose from 202 in the plan year 2023 filing to 231 in the plan year 2024 filing.
- The Coventry 401(k) Retirement Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 810666201 · Coventry Resources, LLC PY 2024 · 401(k)
The Coventry 401(k) Retirement Plan · $42M · 231 · 82nd
- PART $42M
- PART 231
- PART 82nd
- PART 401(k)
- PART near Usibelli Coal Mine, Inc. Thrift Savings and 401(k) Plan I
- PART ind #6152
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 Pennsylvania →
The Coventry 401(k) Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $8M |
| Employer EIN | 810666201 |
| Plan Effective Date | 1999-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coventry Resources, LLC)
Sponsor-wide plan assets over time
All Coventry Resources, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 56.68338984134926% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 186 | $27M |
| 2023 | 1 | 202 | $34M |
| 2024 | 1 | 231 | $42M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
The Coventry 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Usibelli Coal Mine, Inc. Thrift Savings and 401(k) Plan I in AK ($42M); by covered participants it is Unitek College Utah, LLC 401(k) Plan in CA (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Usibelli Coal Mine, Inc. Thrift Savings and 401(k) Plan I (AK) $42M · 68
- Gullo Companies 401(k) Savings Plan (TX) $42M · 509
- Sound Employees Retirement Plan (WA) $42M · 610
- Gardens Alive 401(k) Salary Savings Plan (IN) $42M · 742
Similar participant headcount
Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.
- Unitek College Utah, LLC 401(k) Plan (CA) 231 · 0 off
- Bob Barker Company, Inc. 401(k) Plan (NC) 231 · 0 off
- Littleton Coin Company, Inc. Employee Retirement Plan (NH) 231 · 0 off
- Hartfiel Automation, Inc. 401(k) Profit Sharing Plan (MN) 231 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.