401(k) · DOL Form 5500 · 2022

Curt G. Joa, Inc. 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
261
Participants Below avg headcount
91st
Percentile by assets National rank
$266,728
Avg per participant High balance/head
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Official DOL plan name: Curt G. Joa, Inc. Employees Trust Fund · Sponsored by Curt G. Joa, Inc. · Wisconsin · Manufacturing

$70M in assets, 261 participants

Curt G. Joa, Inc.'s Curt G. Joa, Inc. Employees Trust Fund reported $70M in total assets and 261 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #17,682 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Curt G. Joa, Inc. Employees Trust Fund covers 261 participants in Wisconsin, about 46% of the average Wisconsin filer (state average ~563 per filing). Assets: $70M.

#17,682
in Manufacturing (20,602 peers)
-20.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Curt G. Joa, Inc. Employees Trust Fund's outsized position by total assets

Curt G. Joa, Inc. Employees Trust Fund vs every filed plan by assets

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

$69,615,917 Top 9% higher than 91% 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

Curt G. Joa, Inc. Employees Trust Fund 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. Curt G. Joa, Inc. Employees Trust Fund sits mid-pack in the medium band (261 participants).

Form 5500 schedule snapshot

Filing strip 390376520 · Curt G. Joa, Inc. PY 2022 · 401(k)

Curt G. Joa, Inc. Employees Trust Fund · $70M · 261 · 91st

  • VS-ST $70M
  • BOY 261
  • SCH 91st
  • EBSA 401(k)
  • PART near Harsco 401(k) Retirement Savings Plan
  • TYPE ind #17682

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 Manufacturing retirement plans → · Plans in Wisconsin →

Curt G. Joa, Inc. Employees Trust Fund in the asset neighbourhood

Emerald X, LLC 401(k) Plan$70MCurt G. Joa, Inc. Employees Trust FundCurt G. Joa, Inc. Employees …$70MF. Korbel & Bros. 401(k) Retirement PlanF. Korbel & Bros. 401(k) Ret…$70MAutomationdirect.Com 401(k) PlanAutomationdirect.Com 401(k) …$70MHarsco 401(k) Retirement Savings PlanHarsco 401(k) Retirement Sav…$70M
End-of-year total assets ($M) among Curt G. Joa, Inc. Employees Trust Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$70M
Net Income-$18M
Employer EIN390376520
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curt G. Joa, Inc.)

Sponsor-wide plan assets over time

All Curt G. Joa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 19.72819376924964% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $69.6M $83.4M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 261 $70M
2023 1 264 $77M
2024 1 246 $83M

Nearby 401(k) Plans in Wisconsin

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

Curt G. Joa, Inc. Employees Trust Fund vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Curt G. Joa, Inc. Employees Trust Fund, Total assets ($B): 0.069615917 · Participants: 261Curt G. Joa, Inc. Employees Trust FundJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Curt G. Joa, Inc. Employees Trust Fund vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Curt G. Joa, Inc. Employees Trust Fund side-by-side with 3 peers →

Curt G. Joa, Inc. Employees Trust Fund's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Harsco 401(k) Retirement Savings Plan in PA ($70M); by covered participants it is Pioneer Holdings Profit Sharing Plan in KY (261 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Curt G. Joa, Inc. Employees Trust Fund assets move in 2022? ▼
Curt G. Joa, Inc. Employees Trust Fund declined sharply - down 20.9% during 2022, from $88M to $70M. Reported net income was -$18M.
How have Curt G. Joa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curt G. Joa, Inc.'s sponsor-wide assets grew 19.7%, from $70M to $83M.
Where does Curt G. Joa, Inc. Employees Trust Fund rank by assets among Form 5500 filers? ▼
Curt G. Joa, Inc. Employees Trust Fund ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Curt G. Joa, Inc. Employees Trust Fund? ▼
Among 401(k) plans in other states, the closest by assets is Harsco 401(k) Retirement Savings Plan in PA ($70M, 2,444 participants).
Which 401(k) plans cover a similar participant headcount to Curt G. Joa, Inc. Employees Trust Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Holdings Profit Sharing Plan in KY (261 participants, N/A 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 390376520.

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.