401(k) · DOL Form 5500 · 2023

Curtis Industries, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
148
Participants Small participant base
57th
Percentile by assets National rank
$63,379
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Curtis Industries, LLC Retirement Plan · Sponsored by Curtis Industries, LLC · Massachusetts · Manufacturing

$9M in assets, 148 participants

Curtis Industries, LLC's Curtis Industries, LLC Retirement Plan reported $9M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,055 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Curtis Industries, LLC Retirement Plan covers 148 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#8,055
in Manufacturing (18,722 peers)
+25.8%
assets growth YoY

Curtis Industries, LLC Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Curtis Industries, LLC Retirement Plan vs every filed plan by assets

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

$9,380,028 Top 43% higher than 57% 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 Industries, LLC Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Curtis Industries, LLC Retirement Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Curtis Industries, LLC Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Curtis Industries, LLC Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Curtis Industries, LLC Retirement Plan reported participants rose from 146 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 204148259 · Curtis Industries, LLC PY 2023 · 401(k)

Curtis Industries, LLC Retirement Plan · $9M · 148 · 57th

  • VS-ST $9M
  • BOY 148
  • SCH 57th
  • EBSA 401(k)
  • PART near Regina Coeli Child Development Center Retirement Plan
  • TYPE ind #8055

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 Manufacturing retirement plans → · Plans in Massachusetts →

Curtis Industries, LLC Retirement Plan in the asset neighbourhood

Curtis Industries, LLC Retirement PlanCurtis Industries, LLC Retir…$9MRegina Coeli Child Development Center Retirement PlanRegina Coeli Child Developme…$9MGreat Bowery, Inc. 401(k) Profit Sharing PlanGreat Bowery, Inc. 401(k) Pr…$9MLakeland Industries, Inc. 401(k) PlanLakeland Industries, Inc. 40…$9MConsulting Engineers Group, Inc. 401(k)/Profit Sharing PlanConsulting Engineers Group, …$9M
End-of-year total assets ($M) among Curtis Industries, LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN204148259
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curtis Industries, LLC)

Sponsor-wide plan assets over time

All Curtis Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 47.32026799667774% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.45M $11M ▲ +47.4%
Year Plans Participants Total Assets
2022 1 146 $7M
2023 1 148 $9M
2024 1 142 $11M

Nearby 401(k) Plans in Massachusetts

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

Curtis Industries, LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Curtis Industries, LLC Retirement Plan, Total assets ($B): 0.009380028 · Participants: 148Curtis Industries, LLC Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Curtis Industries, LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Curtis Industries, LLC Retirement Plan side-by-side with 3 peers →

Curtis Industries, LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Regina Coeli Child Development Center Retirement Plan in LA ($9M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Industries, LLC Retirement Plan assets move in 2023? ▼
Curtis Industries, LLC Retirement Plan grew sharply - up 25.8% during 2023, from $7M to $9M. Reported net income was $2M.
How have Curtis Industries, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis Industries, LLC's sponsor-wide assets grew 47.3%, from $7M to $11M.
Which 401(k) plans are similar in size to Curtis Industries, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regina Coeli Child Development Center Retirement Plan in LA ($9M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Curtis Industries, LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 participants, N/A 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 204148259.

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.