Money Purchase · DOL Form 5500 · 2023

Curtis Lumber & Plywood Terminal, Inc. Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
10
Participants Small participant base
40th
Percentile by assets National rank
$385,299
Avg per participant High balance/head
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Official DOL plan name: Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan · Sponsored by Curtis Lumber & Plywood Terminal, Inc. · Virginia · Wholesale Trade

$4M in assets, 10 participants

Curtis Lumber & Plywood Terminal, Inc.'s Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan reported $4M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,811 in Wholesale Trade (6,309 peers)

Curtis Lumber & Plywood Terminal, Inc. multi-year trail

Curtis Lumber & Plywood Terminal, Inc.'s plans moved +18.1% in assets from 2022 to 2024; this filing shows Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan at $4M / 10 participants.

#1,811
in Wholesale Trade (6,309 peers)
+6.6%
assets growth YoY

Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,852,989 40th percentile higher than 40% of 127,068 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 2023

Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan reported net income rose from $192K in the plan year 2022 filing to $237K in the plan year 2023 filing.
  • Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan reported participants fell from 11 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540755232 · Curtis Lumber & Plywood Terminal, Inc. PY 2023 · Money Purchase

Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan · $4M · 10 · 40th

  • NET $4M
  • BOOK 10
  • VS-ST 40th
  • BOY Money Purchase
  • SCH near Blue Lake Fine Arts Camp Money Purchase Pension Trust
  • EBSA ind #1811

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 Virginia →

Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in the asset neighbourhood

Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustPrograma Head Start Iglesia …$4MCurtis Lumber & Plywood Terminal, Inc Money Purchase Pension PlanCurtis Lumber & Plywood Term…$4MBlue Lake Fine Arts Camp Money Purchase Pension TrustBlue Lake Fine Arts Camp Mon…$4MRetirement Trust of Middle District Chapter 13 Offices (Greensboro)Retirement Trust of Middle D…$4MI.a.T.S.E. Atlanta Annuity TrustI.a.T.S.E. Atlanta Annuity T…$4M
End-of-year total assets ($M) among Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Curtis Lumber & Plywood Terminal, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Curtis Lumber & Plywood Terminal, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.10360467495976% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M$4.4M 202220232024 $3.62M $4.27M ▲ +18.0%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 1 10 $4M
2024 1 11 $4M

Curtis Lumber & Plywood Terminal, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$237K
Employer EIN540755232
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Virginia

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

Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan vs. nearby Money Purchase plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.5 Total assets ($B) Participants Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan, Total assets ($B): 0.003852989 · Participants: 10Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension PlanThe George Washington University Retirement Plan for Faculty and Staff, Total assets ($B): 1.316563126 · Participants: 3809The George Washington University Retirement Plan for Faculty and StaffNoblis, Inc. Qualified Retirement Plan, Total assets ($B): 0.222153381 · Participants: 2122Noblis, Inc. Qualified Retirement PlanMid-Atlantic States District Council Participating Locals Annuity Fund, Total assets ($B): 0.128228378 · Participants: 2849Mid-Atlantic States District Council Participating Locals Annuity FundAmerican College of Radiology Employees' Pension Plan and Trust, Total assets ($B): 0.10323569 · Participants: 559American College of Radiology Employees' Pension Plan and TrustOperating Engineers Local No. 147 Annuity Fund, Total assets ($B): 0.055939899 · Participants: 707Operating Engineers Local No. 147 Annuity Fund
Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan vs. nearby Money Purchase plans in Virginia, assets vs. participants
Compare Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan side-by-side with 3 peers →

Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Virginia, the nearest Money Purchase by assets is Blue Lake Fine Arts Camp Money Purchase Pension Trust in MI ($4M); by covered participants it is Wilkins Investment Counsel, Inc. Profit Sharing Pl in MA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan assets move in 2023? ▼
Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan grew at a solid clip - up 6.6% during 2023, from $4M to $4M. Reported net income was $237K.
How have Curtis Lumber & Plywood Terminal, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis Lumber & Plywood Terminal, Inc.'s sponsor-wide assets grew 18.1%, from $4M to $4M.
Which Money Purchase plans are similar in size to Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Blue Lake Fine Arts Camp Money Purchase Pension Trust in MI ($4M, 24 participants).
Which Money Purchase plans cover a similar participant headcount to Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Wilkins Investment Counsel, Inc. Profit Sharing Pl in MA (10 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540755232.

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.