401(k) · DOL Form 5500 · 2023

Curated, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
140
Participants Small participant base
36th
Percentile by assets National rank
$22,392
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Curated 401(k) Plan · Sponsored by Curated, Inc. · California · Retail Trade

$3M in assets, 140 participants

Curated, Inc.'s Curated 401(k) Plan reported $3M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,026 in Retail Trade (8,414 peers)

Coverage in California

Curated 401(k) Plan covers 140 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $3M.

#4,026
in Retail Trade (8,414 peers)
+55.6%
assets growth YoY

Curated 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Curated 401(k) Plan vs every filed plan by assets

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

$3,134,935 36th percentile higher than 36% 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

Curated 401(k) 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. Curated 401(k) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Curated 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Curated 401(k) Plan reported net income rose from $747K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Curated 401(k) Plan reported participants rose from 109 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 822194070 · Curated, Inc. PY 2023 · 401(k)

Curated 401(k) Plan · $3M · 140 · 36th

  • EBSA $3M
  • PART 140
  • TYPE 36th
  • NET 401(k)
  • BOOK near Cady Studios 401(k) Plan
  • VS-ST ind #4026

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 California →

Curated 401(k) Plan in the asset neighbourhood

Cady Studios 401(k) Plan$3MCurated 401(k) Plan$3MDilts Macary & Calvin, LLC 401(k) Plan and TrustDilts Macary & Calvin, LLC 4…$3MMth Clinic, P. C. 401(k) Plan$3MLiberty Bancshares, Inc. Employee Stock Ownership PlanLiberty Bancshares, Inc. Emp…$3M
End-of-year total assets ($M) among Curated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN822194070
Plan Effective Date2018-06-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Curated, Inc.)

Sponsor-wide plan assets over time

All Curated, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.180272230359755% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.02M $2.91M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 109 $2M
2023 1 140 $3M
2024 1 95 $3M

Nearby 401(k) Plans in California

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

Curated 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Curated 401(k) Plan, Total assets ($B): 0.003134935 · Participants: 140Curated 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Curated 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Curated 401(k) Plan side-by-side with 3 peers →

Curated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cady Studios 401(k) Plan in GA ($3M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Curated 401(k) Plan assets move in 2023? ▼
Curated 401(k) Plan surged - up 55.6% during 2023, from $2M to $3M. Reported net income was $1M.
How have Curated, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curated, Inc.'s sponsor-wide assets grew 44.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Curated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cady Studios 401(k) Plan in GA ($3M, 807 participants).
Which 401(k) plans cover a similar participant headcount to Curated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 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 822194070.

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.