401(k) · DOL Form 5500 · 2024

Covenant Group Holdings, LP 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
3,588
Participants Above avg headcount
63rd
Percentile by assets National rank
$3,975
Avg per participant Low balance/head
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Official DOL plan name: Covenant Group Holdings, L.P. 401(k) Plan · Sponsored by Covenant Group Holdings, LP · Texas · Healthcare & Social Assistance

$14M in assets, 3,588 participants

Covenant Group Holdings, LP's Covenant Group Holdings, L.P. 401(k) Plan reported $14M in total assets and 3,588 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #11,584 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Covenant Group Holdings, L.P. 401(k) Plan covers 3,588 participants in Texas, 5.2x the typical Texas plan (state average ~688 per filing). Assets: $14M.

#11,584
in Healthcare & Social Assistance (16,916 peers)
+13.5%
assets growth YoY

Covenant Group Holdings, L.P. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Covenant Group Holdings, L.P. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,263,689 Top 37% higher than 63% 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 Group Holdings, L.P. 401(k) 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 Group Holdings, L.P. 401(k) Plan lands in the large band (3,588 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Covenant Group Holdings, L.P. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Covenant Group Holdings, L.P. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Covenant Group Holdings, L.P. 401(k) Plan reported participants rose from 3,331 in the plan year 2023 filing to 3,588 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752655703 · Covenant Group Holdings, LP PY 2024 · 401(k)

Covenant Group Holdings, L.P. 401(k) Plan · $14M · 3,588 · 63rd

  • IND $14M
  • IND 3,588
  • IND 63rd
  • IND 401(k)
  • IND near Ginger Labs 401(k) Plan
  • IND ind #11584

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 Texas →

Covenant Group Holdings, L.P. 401(k) Plan in the asset neighbourhood

Covenant Group Holdings, L.P. 401(k) PlanCovenant Group Holdings, L.P…$14MGinger Labs 401(k) Plan$14MAlcom Printing Group, Inc. 401(k) PlanAlcom Printing Group, Inc. 4…$14MHawaii Community Foundation 401(k) Profit Sharing PlanHawaii Community Foundation …$14MFormulated Solutions 401(k) PlanFormulated Solutions 401(k) …$14M
End-of-year total assets ($M) among Covenant Group Holdings, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN752655703
Plan Effective Date1995-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Covenant Group Holdings, LP)

Sponsor-wide plan assets over time

All Covenant Group Holdings, LP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 50.77372581584909% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.46M $14.3M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 1,398 $9M
2023 1 3,331 $13M
2024 1 3,588 $14M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Covenant Group Holdings, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Covenant Group Holdings, L.P. 401(k) Plan, Total assets ($B): 0.014263689 · Participants: 3588Covenant Group Holdings, L.P. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Covenant Group Holdings, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Covenant Group Holdings, L.P. 401(k) Plan side-by-side with 3 peers →

Covenant Group Holdings, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ginger Labs 401(k) Plan in CA ($14M); by covered participants it is Optum Partner Services 401(k) Savings Plan in MN (3,588 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,588 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 Group Holdings, L.P. 401(k) Plan assets move in 2024? ▼
Covenant Group Holdings, L.P. 401(k) Plan grew at a solid clip - up 13.5% during 2024, from $13M to $14M. Reported net income was $2M.
How have Covenant Group Holdings, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covenant Group Holdings, LP's sponsor-wide assets grew 50.8%, from $9M to $14M.
Which 401(k) plans are similar in size to Covenant Group Holdings, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ginger Labs 401(k) Plan in CA ($14M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Covenant Group Holdings, L.P. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Optum Partner Services 401(k) Savings Plan in MN (3,588 participants, $613M 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 752655703.

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.