Covelli Enterprises 401(k) plan

Covelli Enterprises, Inc., Warren, OH. EIN 34-1724212. Annual reports 2009–2024.

Covelli Enterprises, Inc. has one active retirement plan on file, the Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, with 2,448 participants and $56.4 million in assets in 2024. Principal has been its recordkeeper since 2009. No traditional pension plan appears in Covelli Enterprises's filings since 2009.

Active plans: 1
Participants: 2,448
Plan assets: $56.4 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Hotels and restaurants

The plan

Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 34-1724212
Participants (2024): 2,448
Net assets (2024): $56.4 million
Recordkeeper: Principal2009–2024
Plan administrator: Covelli Enterprises, Inc.
3900 E Market ST
Warren, OH 44484
(330) 856-3176As filed for 2024
In effect since: January 1, 1993

Earlier plan names: Covelli Enterprises, Inc. Employees' Profit-Sharing Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,448	$56.4 million	Principal
2023	2,878	$49.8 million	Principal
2022	2,926	$41.7 million	Principal
2021	4,802	$50.6 million	Principal
2020	5,384	$41.2 million	Principal
2019	4,736	$36.0 million	Principal
2018	3,990	$27.5 million	Principal
2017	2,937	$27.2 million	Principal
2016	2,899	$23.5 million	Principal
2015	4,004	$21.8 million	Principal
2014	3,548	$20.0 million	Principal
2013	2,968	$17.3 million	Principal
2012	2,527	$12.6 million	Principal
2011	1,987	$9.7 million	Principal
2010	1,449	$8.1 million	Principal
2009	1,282	$6.4 million	Principal

If you had money in one of these plans

Call Principal (principal.com), which runs the Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((330) 856-3176). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Covelli Enterprises, Inc. 401(k) Profit Sharing Plan & Trust

If you had money in one of these plans

What these numbers are

Other hotels and restaurants employers in OH