401(k) · DOL Form 5500 · 2022

Curtis Squire, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
332
Participants Below avg headcount
69th
Percentile by assets National rank
$37,196
Avg per participant Low balance/head
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Official DOL plan name: Curtis Squire, Inc. Retirement Savings Plan · Sponsored by Curtis Squire, Inc. · Minnesota · Management of Enterprises

$12M in assets, 332 participants

Curtis Squire, Inc.'s Curtis Squire, Inc. Retirement Savings Plan reported $12M in total assets and 332 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #578 in Management of Enterprises (1,193 peers)

Coverage in Minnesota

Curtis Squire, Inc. Retirement Savings Plan covers 332 participants in Minnesota, about 29% of the average Minnesota filer (state average ~1,126 per filing). Assets: $12M.

#578
in Management of Enterprises (1,193 peers)
-15.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Curtis Squire, Inc. Retirement Savings Plan's outsized position by total assets

Curtis Squire, Inc. Retirement Savings Plan vs every filed plan by assets

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

$12,349,138 Top 31% higher than 69% 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 Squire, Inc. Retirement Savings 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 Squire, Inc. Retirement Savings Plan sits mid-pack in the medium band (332 participants).

Plan-year Form 5500 strip

Filing strip 410661668 · Curtis Squire, Inc. PY 2022 · 401(k)

Curtis Squire, Inc. Retirement Savings Plan · $12M · 332 · 69th

  • PART $12M
  • PART 332
  • PART 69th
  • PART 401(k)
  • PART near Robbins Research International, Inc. 401(k) Plan
  • PART ind #578

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 Management of Enterprises retirement plans → · Plans in Minnesota →

Curtis Squire, Inc. Retirement Savings Plan in the asset neighbourhood

Curtis Squire, Inc. Retirement Savings PlanCurtis Squire, Inc. Retireme…$12MRobbins Research International, Inc. 401(k) PlanRobbins Research Internation…$12MMeteor Education, LLC 401(k) Profit Sharing PlanMeteor Education, LLC 401(k)…$12MFirst Reliance Bank Employee Stock Ownership PlanFirst Reliance Bank Employee…$12MTerminix Company of North Carolina 401(k) Profit Sharing PlanTerminix Company of North Ca…$12M
End-of-year total assets ($M) among Curtis Squire, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN410661668
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curtis Squire, Inc.)

Sponsor-wide plan assets over time

All Curtis Squire, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 10.333093694474869% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $12.4M $11.1M ▼ -10.4%
Year Plans Participants Total Assets
2022 1 332 $12M
2023 1 328 $15M
2024 1 482 $11M

Nearby 401(k) Plans in Minnesota

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

Curtis Squire, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Curtis Squire, Inc. Retirement Savings Plan, Total assets ($B): 0.012349138 · Participants: 332Curtis Squire, Inc. Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Curtis Squire, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Curtis Squire, Inc. Retirement Savings Plan side-by-side with 3 peers →

Curtis Squire, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Robbins Research International, Inc. 401(k) Plan in CA ($12M); by covered participants it is Lawrence Paper Co Employees 401(k) Profit Sharing Plan & Trust in KS (332 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Squire, Inc. Retirement Savings Plan assets move in 2022? ▼
Curtis Squire, Inc. Retirement Savings Plan declined sharply - down 15.9% during 2022, from $15M to $12M. Reported net income was -$2M.
How have Curtis Squire, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis Squire, Inc.'s sponsor-wide assets declined 10.3%, from $12M to $11M.
Which 401(k) plans are similar in size to Curtis Squire, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robbins Research International, Inc. 401(k) Plan in CA ($12M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Curtis Squire, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lawrence Paper Co Employees 401(k) Profit Sharing Plan & Trust in KS (332 participants, $24M 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 410661668.

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.