401(k) · DOL Form 5500 · 2023

Curt G. Joa, Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
264
Participants Below avg headcount
89th
Percentile by assets National rank
$291,275
Avg per participant High balance/head
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Official DOL plan name: Curt G. Joa, Inc. Employees Trust Fund · Sponsored by Curt G. Joa, Inc. · Wisconsin · Manufacturing

$77M in assets, 264 participants

Curt G. Joa, Inc.'s Curt G. Joa, Inc. Employees Trust Fund reported $77M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,773 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Curt G. Joa, Inc. Employees Trust Fund covers 264 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $77M.

#15,773
in Manufacturing (18,722 peers)
+10.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Curt G. Joa, Inc. Employees Trust Fund's outsized position by total assets

Curt G. Joa, Inc. Employees Trust Fund vs every filed plan by assets

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

$76,896,585 Top 11% higher than 89% 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

Curt G. Joa, Inc. Employees Trust Fund 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. Curt G. Joa, Inc. Employees Trust Fund sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Curt G. Joa, Inc. Employees Trust Fund reported net income rose from -$18M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Curt G. Joa, Inc. Employees Trust Fund end-of-year assets rose from $70M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Curt G. Joa, Inc. Employees Trust Fund reported participants rose from 261 in the plan year 2022 filing to 264 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390376520 · Curt G. Joa, Inc. PY 2023 · 401(k)

Curt G. Joa, Inc. Employees Trust Fund · $77M · 264 · 89th

  • EBSA $77M
  • PART 264
  • TYPE 89th
  • NET 401(k)
  • BOOK near U. a. Local No. 159 Defined Contribution Plan
  • VS-ST ind #15773

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 Wisconsin →

Curt G. Joa, Inc. Employees Trust Fund in the asset neighbourhood

The Cyxtera 401(k) Savings PlanThe Cyxtera 401(k) Savings P…$77MCambridge Systematics, Inc. 401(k) PlanCambridge Systematics, Inc. …$77MCurt G. Joa, Inc. Employees Trust FundCurt G. Joa, Inc. Employees …$77MU. a. Local No. 159 Defined Contribution PlanU. a. Local No. 159 Defined …$77MProspect Hill Radiology Group, P.C. Profit Sharing and Retirement PlanProspect Hill Radiology Grou…$77M
End-of-year total assets ($M) among Curt G. Joa, Inc. Employees Trust Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$77M
Net Income$7M
Employer EIN390376520
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curt G. Joa, Inc.)

Sponsor-wide plan assets over time

All Curt G. Joa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 19.72819376924964% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $69.6M $83.4M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 261 $70M
2023 1 264 $77M
2024 1 246 $83M

Nearby 401(k) Plans in Wisconsin

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

Curt G. Joa, Inc. Employees Trust Fund vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Curt G. Joa, Inc. Employees Trust Fund, Total assets ($B): 0.076896585 · Participants: 264Curt G. Joa, Inc. Employees Trust FundAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Curt G. Joa, Inc. Employees Trust Fund vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Curt G. Joa, Inc. Employees Trust Fund side-by-side with 3 peers →

Curt G. Joa, Inc. Employees Trust Fund's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is U. a. Local No. 159 Defined Contribution Plan in CA ($77M); by covered participants it is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Curt G. Joa, Inc. Employees Trust Fund assets move in 2023? ▼
Curt G. Joa, Inc. Employees Trust Fund grew at a solid clip - up 10.5% during 2023, from $70M to $77M. Reported net income was $7M.
How have Curt G. Joa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curt G. Joa, Inc.'s sponsor-wide assets grew 19.7%, from $70M to $83M.
Where does Curt G. Joa, Inc. Employees Trust Fund rank by assets among Form 5500 filers? ▼
Curt G. Joa, Inc. Employees Trust Fund ranks in the 89th 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 Curt G. Joa, Inc. Employees Trust Fund? ▼
Among 401(k) plans in other states, the closest by assets is U. a. Local No. 159 Defined Contribution Plan in CA ($77M, 815 participants).
Which 401(k) plans cover a similar participant headcount to Curt G. Joa, Inc. Employees Trust Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants, $4M 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 390376520.

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.