Other · DOL Form 5500 · 2024
Covenant Health & Community Services, Inc Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 487
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $20,773
- Avg per participant Low balance/head
Official DOL plan name: Covenant Care Retirement Savings Plan · Sponsored by Covenant Health & Community Services, Inc · Florida · Healthcare & Social Assistance
$10M in assets, 487 participants
Covenant Health & Community Services, Inc's Covenant Care Retirement Savings Plan reported $10M in total assets and 487 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #10,407 in Healthcare & Social Assistance (16,916 peers)
Covenant Health & Community Services, Inc multi-year trail
Covenant Health & Community Services, Inc's plans moved -15.2% in assets from 2022 to 2024; this filing shows Covenant Care Retirement Savings Plan at $10M / 487 participants.
- #10,407
- in Healthcare & Social Assistance (16,916 peers)
- -21.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Covenant Care Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Covenant Care Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,116,522 Top 44% higher than 56% 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 Care Retirement Savings 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. Covenant Care Retirement Savings Plan sits mid-pack in the medium band (487 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Covenant Care Retirement Savings Plan reported net income fell from $874K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Covenant Care Retirement Savings Plan end-of-year assets fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Covenant Care Retirement Savings Plan reported participants fell from 600 in the plan year 2023 filing to 487 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 465132177 · Covenant Health & Community Services, Inc PY 2024 · Other
Covenant Care Retirement Savings Plan · $10M · 487 · 56th
- EBSA $10M
- PART 487
- TYPE 56th
- NET Other
- BOOK near The Leaguers, Inc. 403(b) Plan
- VS-ST ind #10407
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 Florida →
Covenant Care Retirement Savings Plan in the asset neighbourhood
Covenant Health & Community Services, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Covenant Health & Community Services, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 15.162453087450201% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 837 | $12M |
| 2023 | 1 | 600 | $13M |
| 2024 | 1 | 487 | $10M |
Covenant Health & Community Services, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$3M |
| Employer EIN | 465132177 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Covenant Care Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is The Leaguers, Inc. 403(b) Plan in NJ ($10M); by covered participants it is Aurora University Retirement Plan in IL (487 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (487 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.