Profit Sharing · DOL Form 5500 · 2023

Donald Curtis Home and Auto, Inc. Profit Sharing Plan

Data updated 2026-08-25

$826K
Total assets Small plan by assets
7
Participants Small participant base
22nd
Percentile by assets National rank
$118,043
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Donald Curtis Home and Auto, Inc. Profit Sharing Plan · Sponsored by Donald Curtis Home and Auto, Inc. · Georgia · Finance & Insurance

$826K in assets, 7 participants

Donald Curtis Home and Auto, Inc.'s Donald Curtis Home and Auto, Inc. Profit Sharing Plan reported $826K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,228 in Finance & Insurance (8,869 peers)

Donald Curtis Home and Auto, Inc. multi-year trail

Donald Curtis Home and Auto, Inc.'s plans moved -17.5% in assets from 2022 to 2024; this filing shows Donald Curtis Home and Auto, Inc. Profit Sharing Plan at $826K / 7 participants.

#1,228
in Finance & Insurance (8,869 peers)
+39.4%
assets growth YoY

Donald Curtis Home and Auto, Inc. Profit Sharing Plan among the smaller filed plans by assets

Donald Curtis Home and Auto, Inc. Profit Sharing Plan vs every filed plan by assets

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

$826,304 22nd percentile higher than 22% 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

Donald Curtis Home and Auto, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donald Curtis Home and Auto, Inc. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Donald Curtis Home and Auto, Inc. Profit Sharing Plan reported net income rose from -$216K in the plan year 2022 filing to $234K in the plan year 2023 filing.
  • Donald Curtis Home and Auto, Inc. Profit Sharing Plan end-of-year assets rose from $593K in the plan year 2022 filing to $826K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 472742233 · Donald Curtis Home and Auto, Inc. PY 2023 · Profit Sharing

Donald Curtis Home and Auto, Inc. Profit Sharing Plan · $826K · 7 · 22nd

  • RANK $826K
  • PHOTO 7
  • IND 22nd
  • EOY Profit Sharing
  • 5500 near Chin-See, Inc. Retirement Plan
  • ASSETS ind #1228

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 Finance & Insurance retirement plans → · Plans in Georgia →

Donald Curtis Home and Auto, Inc. Profit Sharing Plan in the asset neighbourhood

Donald Curtis Home and Auto, Inc. Profit Sharing PlanDonald Curtis Home and Auto,…$826KChin-See, Inc. Retirement PlanChin-See, Inc. Retirement Pl…$827KWpc Trust$826KB - Squared Total Fitness Inc. Retirement PlanB - Squared Total Fitness In…$827KS. Lopez Martin Retirement PlanS. Lopez Martin Retirement P…$826K
End-of-year total assets ($M) among Donald Curtis Home and Auto, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Donald Curtis Home and Auto, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Donald Curtis Home and Auto, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$489K 17.507399370252% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.59M $0.49M ▼ -16.9%
Year Plans Participants Total Assets
2022 1 7 $593K
2023 1 7 $826K
2024 1 6 $489K

Donald Curtis Home and Auto, Inc. filing trail (2023)

Total Assets (Beginning of Year)$593K
Net Assets (End of Year)$826K
Net Income$234K
Employer EIN472742233
Plan Effective Date2015-01-06
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

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

Donald Curtis Home and Auto, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Donald Curtis Home and Auto, Inc. Profit Sharing Plan, Total assets ($B): 0.000826304 · Participants: 7Donald Curtis Home and Auto, Inc. Profit Sharing PlanEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Donald Curtis Home and Auto, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Donald Curtis Home and Auto, Inc. Profit Sharing Plan side-by-side with 3 peers →

Donald Curtis Home and Auto, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Chin-See, Inc. Retirement Plan in FL ($827K); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($826K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Donald Curtis Home and Auto, Inc. Profit Sharing Plan assets move in 2023? ▼
Donald Curtis Home and Auto, Inc. Profit Sharing Plan surged - up 39.4% during 2023, from $593K to $826K. Reported net income was $234K.
How have Donald Curtis Home and Auto, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donald Curtis Home and Auto, Inc.'s sponsor-wide assets declined 17.5%, from $593K to $489K.
Where does Donald Curtis Home and Auto, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Donald Curtis Home and Auto, Inc. Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Donald Curtis Home and Auto, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Chin-See, Inc. Retirement Plan in FL ($827K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Donald Curtis Home and Auto, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 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 472742233.

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.