401(k) · DOL Form 5500 · 2024

Coverpoint Partners, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 59
Participants Small participant base: 30th
Percentile by assets National rank: $36,290
Avg per participant Low balance/head

Official DOL plan name: Coverpoint Partners, LLC 401(k) Plan · Sponsored by Coverpoint Partners, LLC · Illinois · Finance & Insurance

$2M in assets, 59 participants

Coverpoint Partners, LLC's Coverpoint Partners, LLC 401(k) Plan reported $2M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

#1,640 in Finance & Insurance (8,549 peers)

2024 asset change

Coverpoint Partners, LLC 401(k) Plan pulled back noticeably 8.7% in 2024 ($2M → $2M) for 59 participants.

#1,640
in Finance & Insurance (8,549 peers): -8.7%
assets change YoY

The plan reported a net loss of $204K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coverpoint Partners, LLC 401(k) Plan among the smaller filed plans by assets

Coverpoint Partners, LLC 401(k) Plan vs every filed plan by assets

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

$2,141,086 30th percentile higher than 30% 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

Coverpoint Partners, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coverpoint Partners, LLC 401(k) Plan is a small filing (59 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 871145425 · Coverpoint Partners, LLC PY 2024 · 401(k)

Coverpoint Partners, LLC 401(k) Plan · $2M · 59 · 30th

RANK $2M
RANK 59
RANK 30th
RANK 401(k)
RANK near Province West, Inc. 401(k) Profit Sharing Plan
RANK ind #1640

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 Illinois →

End-of-year total assets ($M) among Coverpoint Partners, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$204K
Employer EIN	871145425
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Coverpoint Partners, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Coverpoint Partners, LLC 401(k) Plan side-by-side with 3 peers →

Coverpoint Partners, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Province West, Inc. 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Province West, Inc. 401(k) Profit Sharing Plan (CA) $2M · 3
5am Solutions, Inc. 401(k) Plan (MD) $2M · 3
Arb Midstream Management LLC 401(k) Plan (CO) $2M · 83
Caliza Global Enterprises, Inc. Retirement Plan (TX) $2M · 43

Similar participant headcount

Nearest other-state filings by covered participants (59 participants); asset peers above are excluded.

Elite Cuisine, LLC 401(k) Profit Sharing Plan (MO) 59 · 0 off
Nab Homecare, Inc. 401(k) Plan (VA) 59 · 0 off
Eckerson Pediatric Associates, P.C. 401(k) Profit Sharing Plan (NY) 59 · 0 off
Grant County Bank ESOP W/401(k) Provisions (KS) 59 · 0 off

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 Coverpoint Partners, LLC 401(k) Plan assets move in 2024? ▼

Coverpoint Partners, LLC 401(k) Plan pulled back noticeably - down 8.7% during 2024, from $2M to $2M. Reported net income was -$204K.

Which 401(k) plans are similar in size to Coverpoint Partners, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Province West, Inc. 401(k) Profit Sharing Plan in CA ($2M, 3 participants).

Which 401(k) plans cover a similar participant headcount to Coverpoint Partners, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 participants, N/A 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 871145425.