401(k) · DOL Form 5500 · 2023

Courtesy Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
994
Participants Near avg headcount
39th
Percentile by assets National rank
$3,711
Avg per participant Low balance/head
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Official DOL plan name: Courtesy Corporation 401(k) Plan · Sponsored by Courtesy Corporation · Wisconsin · Food Services & Accommodation

$4M in assets, 994 participants

Courtesy Corporation's Courtesy Corporation 401(k) Plan reported $4M in total assets and 994 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,852 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Courtesy Corporation 401(k) Plan ranks #2,852 of 3,828 2023 filers by assets (530% of the sector average)-$4M for 994 participants.

#2,852
in Food Services & Accommodation (3,828 peers)
+20.2%
assets growth YoY

Courtesy Corporation 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Courtesy Corporation 401(k) Plan vs every filed plan by assets

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

$3,688,874 39th percentile higher than 39% 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

Courtesy Corporation 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. Courtesy Corporation 401(k) Plan sits mid-pack in the medium band (994 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Courtesy Corporation 401(k) Plan reported net income rose from -$339K in the plan year 2022 filing to $619K in the plan year 2023 filing.
  • Courtesy Corporation 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Courtesy Corporation 401(k) Plan reported participants rose from 948 in the plan year 2022 filing to 994 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390963146 · Courtesy Corporation PY 2023 · 401(k)

Courtesy Corporation 401(k) Plan · $4M · 994 · 39th

  • 5500 $4M
  • ASSETS 994
  • PCT 39th
  • EIN 401(k)
  • RANK near Mbr Construction, Inc. Retirement Plan
  • PHOTO ind #2852

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Courtesy Corporation 401(k) Plan in the asset neighbourhood

Courtesy Corporation 401(k) PlanCourtesy Corporation 401(k) …$4MMbr Construction, Inc. Retirement PlanMbr Construction, Inc. Retir…$4MUnipres Alabama 401(k) Plan$4MSjh Retirement Plan$4MUniversal Projects Inc T/a Ace Distributing 401(k)PlanUniversal Projects Inc T/a A…$4M
End-of-year total assets ($M) among Courtesy Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$619K
Employer EIN390963146
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Courtesy Corporation)

Sponsor-wide plan assets over time

All Courtesy Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 46.989788439927686% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.07M $4.51M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 948 $3M
2023 1 994 $4M
2024 1 1,070 $5M

Nearby 401(k) Plans in Wisconsin

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

Courtesy Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Courtesy Corporation 401(k) Plan, Total assets ($B): 0.003688874 · Participants: 994Courtesy Corporation 401(k) PlanAdvocate 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
Courtesy Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Courtesy Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Mbr Construction, Inc. Retirement Plan in FL ($4M); by covered participants it is Royal Health Group 401(k) Plan in MA (994 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (994 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 Courtesy Corporation 401(k) Plan assets move in 2023? ▼
Courtesy Corporation 401(k) Plan grew sharply - up 20.2% during 2023, from $3M to $4M. Reported net income was $619K.
How have Courtesy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Courtesy Corporation's sponsor-wide assets grew 47.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Courtesy Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mbr Construction, Inc. Retirement Plan in FL ($4M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Courtesy Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Royal Health Group 401(k) Plan in MA (994 participants, $6M 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 390963146.

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.