Other · DOL Form 5500 · 2024

Covia Communities Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
129
Participants Small participant base
42nd
Percentile by assets National rank
$39,364
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Covia Communities 403(b) Plan · Sponsored by Covia Communities · California · Healthcare & Social Assistance

$5M in assets, 129 participants

Covia Communities's Covia Communities 403(b) Plan reported $5M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,681 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Covia Communities 403(b) Plan covers 129 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $5M.

#7,681
in Healthcare & Social Assistance (16,916 peers)
+4.2%
assets growth YoY

Covia Communities 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Covia Communities 403(b) Plan vs every filed plan by assets

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

$5,077,961 42nd percentile higher than 42% 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

Covia Communities 403(b) 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. Covia Communities 403(b) Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Covia Communities 403(b) Plan reported net income rose from -$2M in the plan year 2023 filing to $206K in the plan year 2024 filing.
  • Covia Communities 403(b) Plan reported participants fell from 1,099 in the plan year 2023 filing to 129 in the plan year 2024 filing.
  • Covia Communities 403(b) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 946130471 · Covia Communities PY 2024 · Other

Covia Communities 403(b) Plan · $5M · 129 · 42nd

  • IND $5M
  • IND 129
  • IND 42nd
  • IND Other
  • IND near Friendship Village of Dublin Matched Fund Retirement Plan
  • IND ind #7681

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 California →

Covia Communities 403(b) Plan in the asset neighbourhood

Foxcroft Academy 403(b) DC and Tda PlanFoxcroft Academy 403(b) DC a…$5MTax Deferred Annuity Plan of Lifesteps, Inc.Tax Deferred Annuity Plan of…$5MLifecare, Inc. Dba Friendship Village 403(b) Employer Retirement PlanLifecare, Inc. Dba Friendshi…$5MCovia Communities 403(b) Plan$5MFriendship Village of Dublin Matched Fund Retirement PlanFriendship Village of Dublin…$5M
End-of-year total assets ($M) among Covia Communities 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$206K
Employer EIN946130471
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Covia Communities)

Sponsor-wide plan assets over time

All Covia Communities plans reported in each filing year

Latest sponsor-wide plan assets
$59M 31.983703406077684% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $86.5M $58.9M ▼ -32.0%
Year Plans Participants Total Assets
2022 2 1,763 $87M
2023 2 1,581 $59M
2024 2 565 $59M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Covia Communities 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Covia Communities 403(b) Plan, Total assets ($B): 0.005077961 · Participants: 129Covia Communities 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Covia Communities 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Covia Communities 403(b) Plan side-by-side with 3 peers →

Covia Communities 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Friendship Village of Dublin Matched Fund Retirement Plan in OH ($5M); by covered participants it is Code.Org 403(b) Plan in WA (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Covia Communities 403(b) Plan assets move in 2024? ▼
Covia Communities 403(b) Plan edged up modestly - up 4.2% during 2024, from $5M to $5M. Reported net income was $206K.
How have Covia Communities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Covia Communities's sponsor-wide assets declined 32.0%, from $87M to $59M.
Which Other plans are similar in size to Covia Communities 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Friendship Village of Dublin Matched Fund Retirement Plan in OH ($5M, 403 participants).
Which Other plans cover a similar participant headcount to Covia Communities 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Code.Org 403(b) Plan in WA (129 participants, $11M 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 946130471.

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.