401(k)
2022 plan-year 401(k) DOL Form 5500

CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CURTIS LUMBER COMPANY, INC

This 401(k) plan holds $55M in total assets and serves 648 participants as of 2022. It is sponsored by CURTIS LUMBER COMPANY, INC in New York. The plan reported a net loss of $11M for the year.

Total Assets (2023)
$55M
Participants
648
State
Industry
Retail Trade

What the Filing Says About CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN

CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by CURTIS LUMBER COMPANY, INC, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $55M in total end-of-year assets and covers 648 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 141311618, and the plan has been effective since 1964-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $66M at the beginning of 2022 to $55M at year-end — a decline of 16.5%. Net assets (after liabilities) closed the year at $55M, with reported net income of $-10,837,991 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$66M
Total Assets (End of Year)$55M
Net Assets (End of Year)$55M
Net Income$-10,837,991
Plan Type401(k)
Employer EIN141311618
Plan Effective Date1964-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CURTIS LUMBER COMPANY, INC)

Year Plans Participants Total Assets
2022 1 648 $55M
2023 1 695 $64M
2024 1 682 $70M

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Frequently Asked Questions

How much money is in the CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN?
As of the 2022 Form 5500 filing, CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN holds $55M in total assets with 648 participants. It is sponsored by CURTIS LUMBER COMPANY, INC.
What type of plan is CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN?
CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1964-12-01. The plan is filed with the U.S. Department of Labor under EIN 141311618.
Who sponsors the CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN?
CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN is sponsored by CURTIS LUMBER COMPANY, INC, located in New York. The sponsor's EIN is 141311618 and the plan operates in the Retail Trade industry.
How did CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN perform in 2022?
CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN declined by 16.5% during 2022, moving from $66M to $55M in total assets. Net income was $-10,837,991.
Where can I find official filings for CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN?
Official Form 5500 filings for CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 141311618 or plan name at efast.dol.gov.
How does CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN compare to other plans?
You can compare CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 141311618.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.