Covenant Group Holdings 401(k) plan

Covenant Group Holdings, LP, Fort Worth, TX. EIN 75-2655703. Annual reports 2009–2024. Also filed as Covenant Group of Texas, L.P.

Covenant Group Holdings, LP has one active retirement plan on file, the Covenant Group Holdings, L.P. 401(k) Plan, with 5,315 participants and $14.3 million in assets in 2024. Fidelity has been its recordkeeper since 2020. No traditional pension plan appears in Covenant Group Holdings's filings since 2009.

Active plans: 1
Participants: 5,315
Plan assets: $14.3 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Health care

The plan

Covenant Group Holdings, L.P. 401(k) Plan

401(k)Active

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

Plan number: 001Employer EIN 75-2655703
Participants (2024): 5,315
Net assets (2024): $14.3 million
Recordkeeper: FidelityEarlier: MassMutual (2013–2019)
Plan administrator: Covenant Group Holdings, LP
801 Cherry Street, Unit 31, Suite 2400
Fort Worth, TX 76102
(817) 446-4792As filed for 2024
In effect since: July 15, 1995

Earlier sponsor: Covenant Group of Texas, L.P. (2009–2018).

Earlier plan names: Covenant Group of Texas, L.P. 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,315	$14.3 million	Fidelity
2023	3,747	$12.5 million	Fidelity
2022	3,464	$9.4 million	Fidelity
2021	1,476	$8.8 million	Fidelity
2020	1,585	$7.3 million	Fidelity
2019	1,428	$5.9 million	MassMutual
2018	1,156	$5.2 million	MassMutual
2017	1,272	$5.4 million	MassMutual
2016	890	$4.0 million	MassMutual
2015	699	$3.1 million	MassMutual
2014	626	$3.1 million	MassMutual
2013	624	$2.5 million	MassMutual
2012	354	$1.7 million	not listed
2011	249	$1.4 million	not listed
2010	128	$1.2 million	not listed
2009	71	$958,478	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Covenant Group Holdings, L.P. 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 ((817) 446-4792). 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

Covenant Group Holdings, L.P. 401(k) Plan

If you had money in one of these plans

What these numbers are

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