401(k) · DOL Form 5500 · 2022

Currie Partners Inc 401(k) Plan

Data updated 2026-08-25

$702K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$175,583
Avg per participant Above avg balance/head
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Official DOL plan name: Currie Partners Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Currie Partners Inc · California · Construction

$702K in assets, 4 participants

Currie Partners Inc's Currie Partners Inc 401(k) Profit Sharing Plan & Trust reported $702K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,882 in Construction (9,927 peers)

Currie Partners Inc multi-year trail

Currie Partners Inc's plans moved -13.5% in assets from 2022 to 2024; this filing shows Currie Partners Inc 401(k) Profit Sharing Plan & Trust at $702K / 4 participants.

#1,882
in Construction (9,927 peers)
-8.5%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Currie Partners Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Currie Partners Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$702,331 21st percentile higher than 21% of 139,123 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 2022

Currie Partners Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Currie Partners Inc 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 330223053 · Currie Partners Inc PY 2022 · 401(k)

Currie Partners Inc 401(k) Profit Sharing Plan & Trust · $702K · 4 · 21st

  • RANK $702K
  • RANK 4
  • RANK 21st
  • RANK 401(k)
  • RANK near Gem Healthcare 401(k) Plan
  • RANK ind #1882

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 Construction retirement plans → · Plans in California →

Currie Partners Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Currie Partners Inc 401(k) Profit Sharing Plan & TrustCurrie Partners Inc 401(k) P…$702KGem Healthcare 401(k) Plan$702KEastern Waterproofing & Restoration of Va, LLC Profit Sharing PlanEastern Waterproofing & Rest…$702KSky Medical Retirement Plan$702KJ D Captial Partners LLC 401(k) Profit Sharing Plan & TrustJ D Captial Partners LLC 401…$703K
End-of-year total assets ($M) among Currie Partners Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Currie Partners Inc multi-year asset trail

Sponsor-wide plan assets over time

All Currie Partners Inc plans reported in each filing year

Latest sponsor-wide plan assets
$607K 13.516988428532986% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.7M $0.61M ▼ -12.9%
Year Plans Participants Total Assets
2022 1 4 $702K
2023 1 4 $499K
2024 1 4 $607K

Currie Partners Inc filing trail (2022)

Total Assets (Beginning of Year)$768K
Net Assets (End of Year)$702K
Net Income-$66K
Employer EIN330223053
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Currie Partners Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Currie Partners Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000702331 · Participants: 4Currie Partners Inc 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Currie Partners Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Currie Partners Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gem Healthcare 401(k) Plan in NY ($702K); by covered participants it is Reynolds Family Agency Retirement Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Currie Partners Inc 401(k) Profit Sharing Plan & Trust assets move in 2022?
Currie Partners Inc 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 8.5% during 2022, from $768K to $702K. Reported net income was -$66K.
How have Currie Partners Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Currie Partners Inc's sponsor-wide assets declined 13.5%, from $702K to $607K.
Where does Currie Partners Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Currie Partners Inc 401(k) Profit Sharing Plan & Trust ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Currie Partners Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Gem Healthcare 401(k) Plan in NY ($702K, 99 participants).
Which 401(k) plans cover a similar participant headcount to Currie Partners Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Reynolds Family Agency Retirement Plan in AL (4 participants, N/A in assets).