401(k) · DOL Form 5500 · 2022

Curtis Instruments, Inc. 401(k) Plan

Q: How have Curtis Instruments, Inc. plan assets changed over time?

Across 2 plan years on file (2022-2023), Curtis Instruments, Inc.'s sponsor-wide assets grew 16.0%, from $93M to $108M.

Q: Which 401(k) plans are similar in size to Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan?

Among 401(k) plans in other states, the closest by assets is Caps Visual Communications, LLC 401(k) Plan in IL ($14M, 83 participants).

Q: Which 401(k) plans cover a similar participant headcount to Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan?

Among 401(k) plans in other states, the closest by covered participants is Revolution Retail Systems LLC 401(k) Plan in TX (242 participants, N/A in assets).

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 242
Participants Below avg headcount: 71st
Percentile by assets National rank: $57,873
Avg per participant Low balance/head

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Official DOL plan name: Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan · Sponsored by Curtis Instruments, Inc. · New York · Manufacturing

$14M in assets, 242 participants

Curtis Instruments, Inc.'s Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan reported $14M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

#12,466 in Manufacturing (20,602 peers)

Coverage in New York

Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan covers 242 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $14M.

#12,466
in Manufacturing (20,602 peers): +10.6%
assets growth YoY

Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan's outsized position by total assets

Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,005,264 Top 29% higher than 71% of 139,123 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan sits mid-pack in the medium band (242 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

EBSA filing schedule strip

Filing strip 131933394 · Curtis Instruments, Inc. PY 2022 · 401(k)

Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan · $14M · 242 · 71st

PHOTO $14M
PHOTO 242
PHOTO 71st
PHOTO 401(k)
PHOTO near Caps Visual Communications, LLC 401(k) Plan
PHOTO ind #12466

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 New York →

End-of-year total assets ($M) among Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$14M
Net Income	$1M
Employer EIN	131933394
Plan Effective Date	2006-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Curtis Instruments, Inc.)

Latest sponsor-wide plan assets: $108M 15.956534523597664% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	2	435	$93M
2023	2	526	$108M

Nearby 401(k) Plans in New York

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

Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $53.4B · 56,376
Morgan Stanley 401(k) Plan $16.4B · 42,924
The Pepsico Savings Plan $12.1B · 129,846
Deloitte 401(k) Plan $11.0B · 74,687
The Goldman Sachs 401(k) Plan $9.7B · 22,650

Compare Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Caps Visual Communications, LLC 401(k) Plan in IL ($14M); by covered participants it is Revolution Retail Systems LLC 401(k) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Caps Visual Communications, LLC 401(k) Plan (IL) $14M · 83
L. Fishman & Son, Inc. 401(k) Profit Sharing Plan (MD) $14M · 234
Cartesian 401(k) / Profit Sharing Plan (KS) $14M · 54
Delta Constructors, LLC 401(k) Plan (AK) $14M · 271

Similar participant headcount

Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.

Revolution Retail Systems LLC 401(k) Plan (TX) 242 · 0 off
Zenefits 401(k) Plan (CA) 242 · 0 off
Nu-Way Industries, Inc. Profit Sharing Plan (IL) 242 · 0 off
Mouser Cabinetry LLC (KY) 242 · 0 off

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan assets move in 2022? ▼

Curtis Instruments (Puerto Rico), Inc. 401(k) Retirement Plan grew at a solid clip - up 10.6% during 2022, from $13M to $14M. Reported net income was $1M.

How have Curtis Instruments, Inc. plan assets changed over time? ▼