401(k) · DOL Form 5500 · 2022

Courtesy Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
948
Participants Near avg headcount
41st
Percentile by assets National rank
$3,238
Avg per participant Low balance/head
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Official DOL plan name: Courtesy Corporation 401(k) Plan · Sponsored by Courtesy Corporation · Wisconsin · Food Services & Accommodation

$3M in assets, 948 participants

Courtesy Corporation's Courtesy Corporation 401(k) Plan reported $3M in total assets and 948 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,488 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Courtesy Corporation 401(k) Plan ranks #3,488 of 4,592 2022 filers by assets (637% of the sector average)-$3M for 948 participants.

#3,488
in Food Services & Accommodation (4,592 peers)
-10.0%
assets change YoY

The plan reported a net loss of $339K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Courtesy Corporation 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Courtesy Corporation 401(k) Plan vs every filed plan by assets

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

$3,070,050 41st percentile higher than 41% 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

Courtesy Corporation 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. Courtesy Corporation 401(k) Plan sits mid-pack in the medium band (948 participants).

DOL schedule card

Filing strip 390963146 · Courtesy Corporation PY 2022 · 401(k)

Courtesy Corporation 401(k) Plan · $3M · 948 · 41st

  • IND $3M
  • IND 948
  • IND 41st
  • IND 401(k)
  • IND near Arc-Tronics, Inc. 401(k) Plan
  • IND ind #3488

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Courtesy Corporation 401(k) Plan in the asset neighbourhood

Courtesy Corporation 401(k) PlanCourtesy Corporation 401(k) …$3MArc-Tronics, Inc. 401(k) Plan$3MMaterial Control Systems, Inc. 401(k) Plan & TrustMaterial Control Systems, In…$3MAberthaw Construction Company, Inc. 401(k) Profit Sharing PlanAberthaw Construction Compan…$3MItg Transportation Services, Inc. Retirement PlanItg Transportation Services,…$3M
End-of-year total assets ($M) among Courtesy Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$339K
Employer EIN390963146
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Courtesy Corporation)

Sponsor-wide plan assets over time

All Courtesy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 46.989788439927686% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.07M $4.51M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 948 $3M
2023 1 994 $4M
2024 1 1,070 $5M

Nearby 401(k) Plans in Wisconsin

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

Courtesy Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Courtesy Corporation 401(k) Plan, Total assets ($B): 0.00307005 · Participants: 948Courtesy Corporation 401(k) PlanJohnson 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
Courtesy Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Courtesy Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Arc-Tronics, Inc. 401(k) Plan in IL ($3M); by covered participants it is Allied Electronics, Inc 401(k) in TX (948 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (948 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 Courtesy Corporation 401(k) Plan assets move in 2022? ▼
Courtesy Corporation 401(k) Plan pulled back noticeably - down 10.0% during 2022, from $3M to $3M. Reported net income was -$339K.
How have Courtesy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Courtesy Corporation's sponsor-wide assets grew 47.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Courtesy Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arc-Tronics, Inc. 401(k) Plan in IL ($3M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Courtesy Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Electronics, Inc 401(k) in TX (948 participants, $88M 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 390963146.

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.