401(k) · DOL Form 5500 · 2023

Curate Partners LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
171
Participants Small participant base
42nd
Percentile by assets National rank
$26,094
Avg per participant Low balance/head
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Official DOL plan name: Curate Partners LLC 401 K Profit Sharing Plan Trust · Sponsored by Curate Partners LLC · Massachusetts · Other Services

$4M in assets, 171 participants

Curate Partners LLC's Curate Partners LLC 401 K Profit Sharing Plan Trust reported $4M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #5,069 in Other Services (7,857 peers)

Coverage in Massachusetts

Curate Partners LLC 401 K Profit Sharing Plan Trust covers 171 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#5,069
in Other Services (7,857 peers)
+24.3%
assets growth YoY

Curate Partners LLC 401 K Profit Sharing Plan Trust's mid-pack asset rank among Other Services and all filers

Curate Partners LLC 401 K Profit Sharing Plan Trust vs every filed plan by assets

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

$4,462,094 42nd percentile higher than 42% 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

Curate Partners LLC 401 K Profit Sharing Plan Trust 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. Curate Partners LLC 401 K Profit Sharing Plan Trust sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Curate Partners LLC 401 K Profit Sharing Plan Trust reported net income rose from $48K in the plan year 2022 filing to $894K in the plan year 2023 filing.
  • Curate Partners LLC 401 K Profit Sharing Plan Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Curate Partners LLC 401 K Profit Sharing Plan Trust reported participants rose from 142 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 465538719 · Curate Partners LLC PY 2023 · 401(k)

Curate Partners LLC 401 K Profit Sharing Plan Trust · $4M · 171 · 42nd

  • SCH $4M
  • EBSA 171
  • PART 42nd
  • TYPE 401(k)
  • NET near Applied Earthworks Inc. 401(k) Profit Sharing Plan
  • BOOK ind #5069

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 Other Services retirement plans → · Plans in Massachusetts →

Curate Partners LLC 401 K Profit Sharing Plan Trust in the asset neighbourhood

Curate Partners LLC 401 K Profit Sharing Plan TrustCurate Partners LLC 401 K Pr…$4MApplied Earthworks Inc. 401(k) Profit Sharing PlanApplied Earthworks Inc. 401(…$4MTeamshares Retirement Plan$4MWalters Bayer Auto Group 401(k) PlanWalters Bayer Auto Group 401…$4MNomad Global Communication Solutions 401(k) PlanNomad Global Communication S…$4M
End-of-year total assets ($M) among Curate Partners LLC 401 K Profit Sharing Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$894K
Employer EIN465538719
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curate Partners LLC)

Sponsor-wide plan assets over time

All Curate Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 29.36075733530665% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.59M $4.64M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 142 $4M
2023 1 171 $4M
2024 1 125 $5M

Nearby 401(k) Plans in Massachusetts

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

Curate Partners LLC 401 K Profit Sharing Plan Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Curate Partners LLC 401 K Profit Sharing Plan Trust, Total assets ($B): 0.004462094 · Participants: 171Curate Partners LLC 401 K Profit Sharing Plan TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Curate Partners LLC 401 K Profit Sharing Plan Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Curate Partners LLC 401 K Profit Sharing Plan Trust side-by-side with 3 peers →

Curate Partners LLC 401 K Profit Sharing Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Applied Earthworks Inc. 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Curate Partners LLC 401 K Profit Sharing Plan Trust assets move in 2023? ▼
Curate Partners LLC 401 K Profit Sharing Plan Trust grew sharply - up 24.3% during 2023, from $4M to $4M. Reported net income was $894K.
How have Curate Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curate Partners LLC's sponsor-wide assets grew 29.4%, from $4M to $5M.
Which 401(k) plans are similar in size to Curate Partners LLC 401 K Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Applied Earthworks Inc. 401(k) Profit Sharing Plan in CA ($4M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Curate Partners LLC 401 K Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 465538719.

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.