401(k) · DOL Form 5500 · 2022

Curtis, Heinz, Garrett & O'keefe, P.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
31
Participants Small participant base
56th
Percentile by assets National rank
$210,640
Avg per participant Above avg balance/head
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Official DOL plan name: Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. · Sponsored by Curtis, Heinz, Garrett & O'keefe, P.C. · Missouri · Professional & Technical Services

$7M in assets, 31 participants

Curtis, Heinz, Garrett & O'keefe, P.C.'s Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. reported $7M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,689 in Professional & Technical Services (21,562 peers)

Curtis, Heinz, Garrett & O'keefe, P.C. multi-year trail

Curtis, Heinz, Garrett & O'keefe, P.C.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. at $7M / 31 participants.

#11,689
in Professional & Technical Services (21,562 peers)
-33.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C.'s mid-pack asset rank among Professional & Technical Services and all filers

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. vs every filed plan by assets

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

$6,529,843 Top 44% higher than 56% 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

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. is a small filing (31 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 431433832 · Curtis, Heinz, Garrett & O'keefe, P.C. PY 2022 · 401(k)

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. · $7M · 31 · 56th

  • VS-ST $7M
  • VS-ST 31
  • VS-ST 56th
  • VS-ST 401(k)
  • VS-ST near Mortgage Assets Management, LLC 401(k) Plan
  • VS-ST ind #11689

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 Professional & Technical Services retirement plans → · Plans in Missouri →

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. in the asset neighbourhood

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C.Profit Sharing/Safe Harbor 4…$7MMortgage Assets Management, LLC 401(k) PlanMortgage Assets Management, …$7MFrank C. Alegre Trucking, Inc. 401(k) PlanFrank C. Alegre Trucking, In…$7MFirespring 401(k) Profit Sharing Plan & TrustFirespring 401(k) Profit Sha…$7MDixie Landscape 401(k) Retirement PlanDixie Landscape 401(k) Retir…$7M
End-of-year total assets ($M) among Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Curtis, Heinz, Garrett & O'keefe, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Curtis, Heinz, Garrett & O'keefe, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 25.366689520712825% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.53M $8.19M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 31 $7M
2023 1 31 $7M
2024 1 31 $8M

Curtis, Heinz, Garrett & O'keefe, P.C. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$7M
Net Income-$3M
Employer EIN431433832
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C., Total assets ($B): 0.006529843 · Participants: 31Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C.Bayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. side-by-side with 3 peers →

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C.'s out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Mortgage Assets Management, LLC 401(k) Plan in TX ($7M); by covered participants it is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. assets move in 2022? ▼
Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. contracted severely - down 33.7% during 2022, from $10M to $7M. Reported net income was -$3M.
How have Curtis, Heinz, Garrett & O'keefe, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis, Heinz, Garrett & O'keefe, P.C.'s sponsor-wide assets grew 25.4%, from $7M to $8M.
Which 401(k) plans are similar in size to Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C.? ▼
Among 401(k) plans in other states, the closest by assets is Mortgage Assets Management, LLC 401(k) Plan in TX ($7M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C.? ▼
Among 401(k) plans in other states, the closest by covered participants is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 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 431433832.

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.