Profit Sharing · DOL Form 5500 · 2023

Curtis,Bailey,Exelby&sposito PC Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
35th
Percentile by assets National rank
$696,581
Avg per participant High balance/head
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Official DOL plan name: Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust · Sponsored by Curtis,Bailey,Exelby&sposito PC · Michigan · Professional & Technical Services

$3M in assets, 4 participants

Curtis,Bailey,Exelby&sposito PC's Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,368 in Professional & Technical Services (20,321 peers)

Curtis,Bailey,Exelby&sposito PC multi-year trail

Curtis,Bailey,Exelby&sposito PC's plans moved +26.4% in assets from 2022 to 2024; this filing shows Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust at $3M / 4 participants.

#6,368
in Professional & Technical Services (20,321 peers)
+16.3%
assets growth YoY

Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,786,323 35th percentile higher than 35% 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,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust reported net income rose from -$781K in the plan year 2022 filing to $392K in the plan year 2023 filing.
  • Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381988006 · Curtis,Bailey,Exelby&sposito PC PY 2023 · Profit Sharing

Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust · $3M · 4 · 35th

  • EBSA $3M
  • PART 4
  • TYPE 35th
  • NET Profit Sharing
  • BOOK near The New Interdisciplinary School Profit Sharing Plan
  • VS-ST ind #6368

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust in the asset neighbourhood

Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and TrustCurtis,Bailey,Exelby&sposito…$3MThe New Interdisciplinary School Profit Sharing PlanThe New Interdisciplinary Sc…$3MAlliance Healthcare Services, Inc. EmployerAlliance Healthcare Services…$3MStingray Investment Partners, Inc. Retirement PlanStingray Investment Partners…$3MImuna Incorporated Profit Sharing PlanImuna Incorporated Profit Sh…$3M
End-of-year total assets ($M) among Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Curtis,Bailey,Exelby&sposito PC multi-year asset trail

Sponsor-wide plan assets over time

All Curtis,Bailey,Exelby&sposito PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.437913473795334% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.4M $3.03M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $3M
2024 1 5 $3M

Curtis,Bailey,Exelby&sposito PC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$392K
Employer EIN381988006
Plan Effective Date1973-01-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust, Total assets ($B): 0.002786323 · Participants: 4Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and TrustHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement Plan
Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust side-by-side with 3 peers →

Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is The New Interdisciplinary School Profit Sharing Plan in NY ($3M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust assets move in 2023? ▼
Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust grew sharply - up 16.3% during 2023, from $2M to $3M. Reported net income was $392K.
How have Curtis,Bailey,Exelby&sposito PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis,Bailey,Exelby&sposito PC's sponsor-wide assets grew 26.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is The New Interdisciplinary School Profit Sharing Plan in NY ($3M, 124 participants).
Which Profit Sharing plans cover a similar participant headcount to Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 381988006.

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.