401(k) · DOL Form 5500 · 2024

Coventry Group Incorporated 401(k) Plan

Data updated 2026-08-25

$270K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$270,040
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coventry Group 401(k) Trust · Sponsored by Coventry Group Incorporated · California · Manufacturing

$270K in assets, 1 participants

Coventry Group Incorporated's Coventry Group 401(k) Trust reported $270K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #852 in Manufacturing (17,777 peers)

Coventry Group Incorporated multi-year trail

Coventry Group Incorporated's plans moved -44.2% in assets from 2022 to 2024; this filing shows Coventry Group 401(k) Trust at $270K / 1 participant.

#852
in Manufacturing (17,777 peers)
-44.2%
assets change YoY

The plan reported a net loss of $214K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coventry Group 401(k) Trust among the smaller filed plans by assets

Coventry Group 401(k) Trust vs every filed plan by assets

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

$270,040 13th percentile higher than 13% 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

Coventry Group 401(k) Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coventry Group 401(k) Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coventry Group 401(k) Trust end-of-year assets fell from $484K in the plan year 2023 filing to $270K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 871697208 · Coventry Group Incorporated PY 2024 · 401(k)

Coventry Group 401(k) Trust · $270K · 1 · 13th

  • BOOK $270K
  • VS-ST 1
  • BOY 13th
  • SCH 401(k)
  • EBSA near Black Dog Media Direct Inc. 401(k) Plan
  • PART ind #852

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 Manufacturing retirement plans → · Plans in California →

Coventry Group 401(k) Trust in the asset neighbourhood

Coventry Group 401(k) Trust$270KBlack Dog Media Direct Inc. 401(k) PlanBlack Dog Media Direct Inc. …$270KM & Z Subs of Utah Retirement PlanM & Z Subs of Utah Retiremen…$270KPdrc Corporation Retirement PlanPdrc Corporation Retirement …$270KErno Properties Investment PlanErno Properties Investment P…$270K
End-of-year total assets ($M) among Coventry Group 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Coventry Group Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Coventry Group Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$270K 44.20880172059361% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.48M $0.27M ▼ -43.7%
Year Plans Participants Total Assets
2022 1 1 $484K
2023 1 1 $484K
2024 1 1 $270K

Coventry Group Incorporated filing trail (2024)

Total Assets (Beginning of Year)$484K
Net Assets (End of Year)$270K
Net Income-$214K
Employer EIN871697208
Plan Effective Date2021-07-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Coventry Group 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Coventry Group 401(k) Trust, Total assets ($B): 0.00027004 · Participants: 1Coventry Group 401(k) TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Coventry Group 401(k) Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Coventry Group 401(k) Trust side-by-side with 3 peers →

Coventry Group 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Black Dog Media Direct Inc. 401(k) Plan in MD ($270K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($270K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Coventry Group 401(k) Trust assets move in 2024? ▼
Coventry Group 401(k) Trust contracted severely - down 44.2% during 2024, from $484K to $270K. Reported net income was -$214K.
How have Coventry Group Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coventry Group Incorporated's sponsor-wide assets declined 44.2%, from $484K to $270K.
Where does Coventry Group 401(k) Trust rank by assets among Form 5500 filers? ▼
Coventry Group 401(k) Trust ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Coventry Group 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is Black Dog Media Direct Inc. 401(k) Plan in MD ($270K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Coventry Group 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 871697208.

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.