401(k) · DOL Form 5500 · 2023

Curriculum Associates, LLC 401(k) Plan

Data updated 2026-08-11

$208M
Total assets
2,122
Participants
95th
Percentile by assets
$98,176
Avg per participant
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Official DOL plan name: Curriculum Associates 401(k) Plan · Sponsored by Curriculum Associates, LLC · Massachusetts · Information & Media

$208M in assets, 2,122 participants

Curriculum Associates, LLC's Curriculum Associates 401(k) Plan reported $208M in total assets and 2,122 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #2,598 in Information & Media (2,818 peers)

Coverage in Massachusetts

Curriculum Associates 401(k) Plan covers 2,122 participants in Massachusetts, 3.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $208M.

$208M
total plan assets (2023 EOY)
2,122
covered participants
95th
percentile by assets (of 127,072 plans)
$98,176
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Curriculum Associates 401(k) Plan reported net income rose from -$73K in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Curriculum Associates 401(k) Plan end-of-year assets rose from $154M in the plan year 2022 filing to $208M in the plan year 2023 filing.
  • Curriculum Associates 401(k) Plan reported participants rose from 1,645 in the plan year 2022 filing to 2,122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Curriculum Associates 401(k) Plan reports 2,122 participants - 3.2x that state average ($208M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$208M
Net Income$54M
Employer EIN263954988
Plan Effective Date1990-07-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Curriculum Associates, LLC)

$100M$150M$200M$250M$300M 202220232024 $154M $264M ▲ +70.8%
Total plan assets by year, all Curriculum Associates, LLC plans on file
Year Plans Participants Total Assets
2022 1 1,645 $154M
2023 1 2,122 $208M
2024 1 2,261 $264M

Nearby 401(k) Plans in Massachusetts

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

Curriculum Associates 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Curriculum Associates 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Curriculum Associate…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…Philips North Americ…
Curriculum Associates 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Curriculum Associates 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Curriculum Associates 401(k) Plan assets move in 2023?
Curriculum Associates 401(k) Plan surged - up 34.9% during 2023, from $154M to $208M. Reported net income was $54M.
How have Curriculum Associates, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Curriculum Associates, LLC's sponsor-wide assets grew 70.8%, from $154M to $264M.
Where does Curriculum Associates 401(k) Plan rank by assets among Form 5500 filers?
Curriculum Associates 401(k) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Curriculum Associates 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Tarkett 401(k) Plan in OH ($208M, 2,387 participants).

Filing takeaways

Ways to act on Curriculum Associates 401(k) Plan's numbers.