401(k) · DOL Form 5500 · 2022

Kurtz Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
329
Participants Below avg headcount
76th
Percentile by assets National rank
$55,105
Avg per participant Low balance/head
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Official DOL plan name: Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan · Sponsored by Kurtz Bros., Inc. · Ohio · Wholesale Trade

$18M in assets, 329 participants

Kurtz Bros., Inc.'s Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan reported $18M in total assets and 329 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,974 in Wholesale Trade (6,843 peers)

Coverage in Ohio

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan covers 329 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $18M.

#4,974
in Wholesale Trade (6,843 peers)
-21.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan's outsized position by total assets

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan vs every filed plan by assets

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

$18,129,525 Top 24% higher than 76% 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

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement 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. Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan sits mid-pack in the medium band (329 participants).

DOL schedule card

Filing strip 341152347 · Kurtz Bros., Inc. PY 2022 · 401(k)

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan · $18M · 329 · 76th

  • SCH $18M
  • SCH 329
  • SCH 76th
  • SCH 401(k)
  • SCH near Weissman PC 401(k) and Profit Sharing Plan
  • SCH ind #4974

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 Wholesale Trade retirement plans → · Plans in Ohio →

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan in the asset neighbourhood

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement PlanKurtz Bros., Inc. 401(k) Pro…$18MWeissman PC 401(k) and Profit Sharing PlanWeissman PC 401(k) and Profi…$18MIse Labs, Inc. 401(k) Plan$18MM&r Strategic Services, Inc. 401(k) PlanM&r Strategic Services, Inc.…$18MThe Partner Companies Mep$18M
End-of-year total assets ($M) among Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$18M
Net Income-$5M
Employer EIN341152347
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kurtz Bros., Inc.)

Sponsor-wide plan assets over time

All Kurtz Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 36.51233002519371% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.1M $24.8M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 329 $18M
2023 1 318 $21M
2024 1 312 $25M

Nearby 401(k) Plans in Ohio

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

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan, Total assets ($B): 0.018129525 · Participants: 329Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan side-by-side with 3 peers →

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Weissman PC 401(k) and Profit Sharing Plan in GA ($18M); by covered participants it is Anchor Industries, Inc. 401(k) Plan in IN (329 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (329 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 Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan assets move in 2022? ▼
Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan declined sharply - down 21.4% during 2022, from $23M to $18M. Reported net income was -$5M.
How have Kurtz Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kurtz Bros., Inc.'s sponsor-wide assets grew 36.5%, from $18M to $25M.
Where does Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan rank by assets among Form 5500 filers? ▼
Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan ranks in the 76th 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 Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weissman PC 401(k) and Profit Sharing Plan in GA ($18M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anchor Industries, Inc. 401(k) Plan in IN (329 participants, $15M 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 341152347.

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.