401(k) · DOL Form 5500 · 2023

Curtis Lumber Company, Inc 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
695
Participants Below avg headcount
88th
Percentile by assets National rank
$92,739
Avg per participant Below avg balance/head
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Official DOL plan name: Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan · Sponsored by Curtis Lumber Company, Inc · New York · Retail Trade

$64M in assets, 695 participants

Curtis Lumber Company, Inc's Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan reported $64M in total assets and 695 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,850 in Retail Trade (8,414 peers)

Where Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan sits by assets

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $64M for 695 participants (~$92,739/participant), up 17.3% in 2023.

#7,850
in Retail Trade (8,414 peers)
+17.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan's outsized position by total assets

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan vs every filed plan by assets

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

$64,453,510 Top 12% higher than 88% 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 Company, Incorporated Employee Savings & Profit Sharing 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 Lumber Company, Incorporated Employee Savings & Profit Sharing Plan sits mid-pack in the medium band (695 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan reported net income rose from -$11M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan end-of-year assets rose from $55M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan reported participants rose from 648 in the plan year 2022 filing to 695 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 141311618 · Curtis Lumber Company, Inc PY 2023 · 401(k)

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan · $64M · 695 · 88th

  • EOY $64M
  • EOY 695
  • EOY 88th
  • EOY 401(k)
  • EOY near Complete Office 401(k) Plan and Trust
  • EOY ind #7850

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 Retail Trade retirement plans → · Plans in New York →

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan in the asset neighbourhood

Complete Office 401(k) Plan and TrustComplete Office 401(k) Plan …$64MOdl, Incorporated 401(k) Profit-Sharing Plan and TrustOdl, Incorporated 401(k) Pro…$64MInlandboatmen's Union of the Pacific National 401(k) PlanInlandboatmen's Union of the…$64MMinneapolis Clinic Profit Sharing & 401(k) PlanMinneapolis Clinic Profit Sh…$64MCurtis Lumber Company, Incorporated Employee Savings & Profit Sharing PlanCurtis Lumber Company, Incor…$64M
End-of-year total assets ($M) among Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$64M
Net Income$9M
Employer EIN141311618
Plan Effective Date1964-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curtis Lumber Company, Inc)

Sponsor-wide plan assets over time

All Curtis Lumber Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$70M 27.32683973036558% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55M $70M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 648 $55M
2023 1 695 $64M
2024 1 682 $70M

Nearby 401(k) Plans in New York

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

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan, Total assets ($B): 0.06445351 · Participants: 695Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan side-by-side with 3 peers →

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Complete Office 401(k) Plan and Trust in WI ($64M); by covered participants it is Ancira Enterprises Employee Savings Plan in TX (695 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (695 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 Company, Incorporated Employee Savings & Profit Sharing Plan assets move in 2023? ▼
Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan grew sharply - up 17.3% during 2023, from $55M to $64M. Reported net income was $9M.
How have Curtis Lumber Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis Lumber Company, Inc's sponsor-wide assets grew 27.3%, from $55M to $70M.
Where does Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Complete Office 401(k) Plan and Trust in WI ($64M, 380 participants).
Which 401(k) plans cover a similar participant headcount to Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ancira Enterprises Employee Savings Plan in TX (695 participants, $50M 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 141311618.

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.