401(k) · DOL Form 5500 · 2022

Medical Mutual Insurance Company of North Carolina 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
208
Participants Below avg headcount
88th
Percentile by assets National rank
$230,690
Avg per participant Above avg balance/head
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Official DOL plan name: Curi 401(k) Plan · Sponsored by Medical Mutual Insurance Company of North Carolina · North Carolina · Finance & Insurance

$48M in assets, 208 participants

Medical Mutual Insurance Company of North Carolina's Curi 401(k) Plan reported $48M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,429 in Finance & Insurance (9,261 peers)

Coverage in North Carolina

Curi 401(k) Plan covers 208 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $48M.

#7,429
in Finance & Insurance (9,261 peers)
-14.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Curi 401(k) Plan's outsized position by total assets

Curi 401(k) Plan vs every filed plan by assets

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

$47,983,483 Top 12% higher than 88% 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

Curi 401(k) 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. Curi 401(k) Plan sits mid-pack in the medium band (208 participants).

Form 5500 schedule snapshot

Filing strip 561122874 · Medical Mutual Insurance Company of North Carolina PY 2022 · 401(k)

Curi 401(k) Plan · $48M · 208 · 88th

  • EIN $48M
  • RANK 208
  • PHOTO 88th
  • IND 401(k)
  • EOY near Blusky Restoration 401(k) Plan
  • 5500 ind #7429

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Curi 401(k) Plan in the asset neighbourhood

Curi 401(k) Plan$48MBlusky Restoration 401(k) PlanBlusky Restoration 401(k) Pl…$48MErvin Cohen & Jessup LLP Defined Contribution PlanErvin Cohen & Jessup LLP Def…$48MMerlin Entertainments Group US, LLC 401(k) PlanMerlin Entertainments Group …$48MSachem, Inc. Employees Profit Sharing PlanSachem, Inc. Employees Profi…$48M
End-of-year total assets ($M) among Curi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$48M
Net Income-$8M
Employer EIN561122874
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Curi 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Curi 401(k) Plan, Total assets ($B): 0.047983483 · Participants: 208Curi 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Curi 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Curi 401(k) Plan side-by-side with 3 peers →

Curi 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Blusky Restoration 401(k) Plan in CO ($48M); by covered participants it is Markforged, Inc Retirement Plan in MA (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Curi 401(k) Plan assets move in 2022? ▼
Curi 401(k) Plan pulled back noticeably - down 14.3% during 2022, from $56M to $48M. Reported net income was -$8M.
Where does Curi 401(k) Plan rank by assets among Form 5500 filers? ▼
Curi 401(k) Plan ranks in the 88th 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 Curi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blusky Restoration 401(k) Plan in CO ($48M, 989 participants).
Which 401(k) plans cover a similar participant headcount to Curi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Markforged, Inc Retirement Plan in MA (208 participants, $4M 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 561122874.

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.