401(k) · DOL Form 5500 · 2022

Curtis Lumber Company, Inc 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
648
Participants Below avg headcount
89th
Percentile by assets National rank
$84,828
Avg per participant Below avg balance/head
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Official DOL plan name: Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan · Sponsored by Curtis Lumber Company, Inc · New York · Retail Trade

$55M in assets, 648 participants

Curtis Lumber Company, Inc's Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan reported $55M in total assets and 648 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #8,944 in Retail Trade (9,519 peers)

Where Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan sits by assets

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $55M for 648 participants (~$84,828/participant), down 16.5% in 2022.

#8,944
in Retail Trade (9,519 peers)
-16.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan's outsized position by total assets

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan vs every filed plan by assets

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

$54,968,354 Top 11% higher than 89% 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 Lumber Company, Incorporated Employee Savings & Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan sits mid-pack in the medium band (648 participants).

Published 5500 schedule card

Filing strip 141311618 · Curtis Lumber Company, Inc PY 2022 · 401(k)

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan · $55M · 648 · 89th

  • EBSA $55M
  • PART 648
  • TYPE 89th
  • NET 401(k)
  • BOOK near Sargent Corporation 401(k) Retirement Plan
  • VS-ST ind #8944

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 Retail Trade retirement plans → · Plans in New York →

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan in the asset neighbourhood

Trail King Industries Employees' Retirement Savings PlanTrail King Industries Employ…$55MCurtis Lumber Company, Incorporated Employee Savings & Profit Sharing PlanCurtis Lumber Company, Incor…$55MSargent Corporation 401(k) Retirement PlanSargent Corporation 401(k) R…$55MCoastal Carolina Health Care, P.a. Ees' 401(k) Savings & Profit Sharing PlanCoastal Carolina Health Care…$55MPmx Industries, Inc. 401(k) Retirement PlanPmx Industries, Inc. 401(k) …$55M
End-of-year total assets ($M) among Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$55M
Net Income-$11M
Employer EIN141311618
Plan Effective Date1964-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curtis Lumber Company, Inc)

Sponsor-wide plan assets over time

All Curtis Lumber Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$70M 27.32683973036558% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55M $70M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 648 $55M
2023 1 695 $64M
2024 1 682 $70M

Nearby 401(k) Plans in New York

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

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan, Total assets ($B): 0.054968354 · Participants: 648Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sargent Corporation 401(k) Retirement Plan in ME ($55M); by covered participants it is Greenwich Aerogroup, Inc. Retirement Savings Plan in CT (648 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (648 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 Lumber Company, Incorporated Employee Savings & Profit Sharing Plan assets move in 2022?
Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan declined sharply - down 16.5% during 2022, from $66M to $55M. Reported net income was -$11M.
How have Curtis Lumber Company, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Curtis Lumber Company, Inc's sponsor-wide assets grew 27.3%, from $55M to $70M.
Where does Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan rank by assets among Form 5500 filers?
Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Sargent Corporation 401(k) Retirement Plan in ME ($55M, 357 participants).
Which 401(k) plans cover a similar participant headcount to Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Greenwich Aerogroup, Inc. Retirement Savings Plan in CT (648 participants, $42M in assets).