Covenant Care California 401(k) plan

Covenant Care California, LLC, Aliso Viejo, CA. EIN 33-0631540. Annual reports 2009–2025. Also filed as Covenant Care.

Covenant Care California, LLC has one active retirement plan on file, the Covenant Care 401(k) Plan, with 1,192 participants and $56.6 million in assets in 2025. Principal has been its recordkeeper since 2020. No traditional pension plan appears in Covenant Care California's filings since 2009.

Active plans: 1
Participants: 1,192
Plan assets: $56.6 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Health care

The plan

Covenant Care 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 33-0631540
Participants (2025): 1,192
Net assets (2025): $56.6 million
Recordkeeper: PrincipalEarlier: Wells Fargo (2009–2019)
Plan administrator: Covenant Care California, LLC
120 Vantis Drive, Suite 200
Aliso Viejo, CA 92656
(949) 349-1200As filed for 2025
In effect since: June 1, 1995

Earlier sponsor: Covenant Care (2009–2019).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	1,192	$56.6 million	Principal
2024	4,904	$73.5 million	Principal
2023	4,912	$74.8 million	Principal
2022	4,962	$66.2 million	Principal
2021	4,900	$83.3 million	Principal
2020	4,963	$77.4 million	Principal
2019	5,542	$71.0 million	Wells Fargo
2018	6,309	$65.3 million	Wells Fargo
2017	7,736	$69.9 million	Wells Fargo
2016	7,896	$62.3 million	Wells Fargo
2015	8,164	$57.3 million	Wells Fargo
2014	7,903	$52.1 million	Wells Fargo
2013	7,754	$50.0 million	Wells Fargo
2012	7,995	$44.4 million	Wells Fargo
2011	7,697	$40.0 million	Wells Fargo
2010	7,053	$38.2 million	Wells Fargo
2009	6,829	$33.2 million	Wells Fargo

If you had money in one of these plans

Call Principal (principal.com), which runs the Covenant Care 401(k) Plan. 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 ((949) 349-1200). That number was filed for 2025; 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

Covenant Care 401(k) Plan

If you had money in one of these plans

What these numbers are

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