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
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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

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

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.

See the national 2023→2024 release diff →

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

The Coventry 401(k) Retirement PlanThe Coventry 401(k) Retireme…$42MUsibelli Coal Mine, Inc. Thrift Savings and 401(k) Plan IUsibelli Coal Mine, Inc. Thr…$42MGullo Companies 401(k) Savings PlanGullo Companies 401(k) Savin…$42MSound Employees Retirement PlanSound Employees Retirement P…$42MGardens Alive 401(k) Salary Savings PlanGardens Alive 401(k) Salary …$42M
End-of-year total assets ($M) among The Coventry 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$42M
Net Income$8M
Employer EIN810666201
Plan Effective Date1999-10-01
Filing StatusFILING 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
$25M$30M$35M$40M$45M 202220232024 $26.5M $41.6M ▲ +56.7%
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.

The Coventry 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Coventry 401(k) Retirement Plan, Total assets ($B): 0.041546633 · Participants: 231The Coventry 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
The Coventry 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 The Coventry 401(k) Retirement Plan assets move in 2024?
The Coventry 401(k) Retirement Plan grew sharply - up 22.9% during 2024, from $34M to $42M. Reported net income was $8M.
How have Coventry Resources, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Coventry Resources, LLC's sponsor-wide assets grew 56.7%, from $27M to $42M.
Where does The Coventry 401(k) Retirement Plan rank by assets among Form 5500 filers?
The Coventry 401(k) Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Coventry 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Usibelli Coal Mine, Inc. Thrift Savings and 401(k) Plan I in AK ($42M, 68 participants).
Which 401(k) plans cover a similar participant headcount to The Coventry 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Unitek College Utah, LLC 401(k) Plan in CA (231 participants, N/A in assets).