401(k) · DOL Form 5500 · 2022

Curtis Rosenthal Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
35th
Percentile by assets National rank
$114,961
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Curtis Rosenthal Inc · California · Real Estate

$2M in assets, 19 participants

Curtis Rosenthal Inc's Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,711 in Real Estate (5,057 peers)

Curtis Rosenthal Inc multi-year trail

Curtis Rosenthal Inc's plans moved +42.7% in assets from 2022 to 2024; this filing shows Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust at $2M / 19 participants.

#2,711
in Real Estate (5,057 peers)
-14.3%
assets change YoY

The plan reported a net loss of $365K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

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

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

$2,184,268 35th percentile higher than 35% 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

Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust is a small filing (19 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 202047628 · Curtis Rosenthal Inc PY 2022 · 401(k)

Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust · $2M · 19 · 35th

  • SCH $2M
  • EBSA 19
  • PART 35th
  • TYPE 401(k)
  • NET near Tucker Development Corporation 401(k) Plan
  • BOOK ind #2711

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 Real Estate retirement plans → · Plans in California →

Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Curtis Rosenthal Inc 401(k) Profit Sharing Plan & TrustCurtis Rosenthal Inc 401(k) …$2MTucker Development Corporation 401(k) PlanTucker Development Corporati…$2MMesa Group 401(k) Plan$2MInfused Solutions, LLC 401(k) Profit Sharing Plan TrustInfused Solutions, LLC 401(k…$2MMcewen Mining 401(k) Retirement PlanMcewen Mining 401(k) Retirem…$2M
End-of-year total assets ($M) among Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Curtis Rosenthal Inc multi-year asset trail

Sponsor-wide plan assets over time

All Curtis Rosenthal Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.6627135498025% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.18M $3.12M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 18 $3M
2024 1 14 $3M

Curtis Rosenthal Inc filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$365K
Employer EIN202047628
Plan Effective Date2004-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Curtis Rosenthal 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 ($B) Participants Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002184268 · Participants: 19Curtis Rosenthal 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
Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Curtis Rosenthal 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 Tucker Development Corporation 401(k) Plan in IL ($2M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 14.3% during 2022, from $3M to $2M. Reported net income was -$365K.
How have Curtis Rosenthal Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis Rosenthal Inc's sponsor-wide assets grew 42.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tucker Development Corporation 401(k) Plan in IL ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202047628.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.