ESOP · DOL Form 5500 · 2022

Curtis Restaurant Equipment, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
52
Participants Small participant base
56th
Percentile by assets National rank
$128,057
Avg per participant Near avg balance/head
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Official DOL plan name: Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Curtis Restaurant Equipment, Inc. · Oregon · Wholesale Trade

$7M in assets, 52 participants

Curtis Restaurant Equipment, Inc.'s Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust reported $7M in total assets and 52 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.

  • #3,130 in Wholesale Trade (6,843 peers)

Curtis Restaurant Equipment, Inc. multi-year trail

Curtis Restaurant Equipment, Inc.'s plans moved -16.7% in assets from 2022 to 2024; this filing shows Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust at $7M / 52 participants.

#3,130
in Wholesale Trade (6,843 peers)
+17.4%
assets growth YoY

Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$6,658,969 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

Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and 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 Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust is a small filing (52 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 930644883 · Curtis Restaurant Equipment, Inc. PY 2022 · ESOP

Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust · $7M · 52 · 56th

  • VS-ST $7M
  • VS-ST 52
  • VS-ST 56th
  • VS-ST ESOP
  • VS-ST near Aztalan Engineering Employee Stock Ownership Plan
  • VS-ST ind #3130

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 What is an ESOP? → · Plans in Oregon →

Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Chelsea Green Publishing Company Employee Stock Ownership PlanChelsea Green Publishing Com…$7MCurtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and TrustCurtis Restaurant Equipment,…$7MAztalan Engineering Employee Stock Ownership PlanAztalan Engineering Employee…$7MDelta Tech Service, Inc. Employee Stock Ownership PlanDelta Tech Service, Inc. Emp…$7MMiller Proctor Nickolas Inc. Employee Stock Ownership PlanMiller Proctor Nickolas Inc.…$7M
End-of-year total assets ($M) among Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Curtis Restaurant Equipment, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Curtis Restaurant Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.722018078173964% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $6.66M $5.55M ▼ -16.7%
Year Plans Participants Total Assets
2022 1 52 $7M
2023 1 57 $8M
2024 1 57 $6M

Curtis Restaurant Equipment, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$974K
Employer EIN930644883
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

Peer ESOP plans, same state, same plan type, ranked by total assets.

Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 6.658969 · Participants: 52Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and TrustBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 259.302569 · Participants: 1947Bi-Mart Corporation Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.711122 · Participants: 561Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 126.652835 · Participants: 57Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.836432 · Participants: 68Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 84.932648 · Participants: 204Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Aztalan Engineering Employee Stock Ownership Plan in WI ($7M); by covered participants it is Airport Specialty Products, Inc. ESOP in CA (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust grew sharply - up 17.4% during 2022, from $6M to $7M. Reported net income was $974K.
How have Curtis Restaurant Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis Restaurant Equipment, Inc.'s sponsor-wide assets declined 16.7%, from $7M to $6M.
Which ESOP plans are similar in size to Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Aztalan Engineering Employee Stock Ownership Plan in WI ($7M, 51 participants).
Which ESOP plans cover a similar participant headcount to Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Airport Specialty Products, Inc. ESOP in CA (52 participants, $6M 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 930644883.

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.