Plan Ledger DOL Form 5500 · updated monthly

Coventry Resources, LLC401(k)

THE COVENTRY 401K RETIREMENT PLAN · FORT WASHINGTON, PA · plan year 2024

Employer contribution per participant · 2024
$2,342

Coventry Resources, LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $41,546,633 across 309 participant accounts, with employer contributions averaging $2,342 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.000% to 0.000%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 928th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,911th of 4,798 in finance & insurance. In 2024, employees put in $3.60 for every $1.00 the employer contributed; active participation has grown from 202 to 256 since 2022.

Plan summary
Net assets, end of year$41,546,633
Participants with balances309
Active participants256
Employer contributions$599,666
Employee contributions$2,158,653
Employer contribution per active participant$2,342
Average account balance$134,455
Benefits paid to participants$1,289,504
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.5M · 309 accts · $600K emplr
2023$33.8M · 292 accts · $530K emplr
2022$26.5M · 264 accts · $468K emplr
The Coventry Resources, LLC 401(k) match · 2024
Employer contribution per active participant$2,342
Median for plans this size$2,416
2024$2,342 per active participant
2023$2,294 per active participant
2022$2,317 per active participant

Coventry Resources, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$40 · 0.00%
2022$49 · 0.00%
Same employer
Similar plansFinance & Insurance · Pennsylvania
K2 Insurance Services, LLC PA$42.8M · 0.18%
Somerset Trust Company PA$42.1M · 0.18%
Henderson Brothers, Inc. PA$40.2M · 0.20%
Diamond Credit Union PA$39.7M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 810666201 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.