401(k) · DOL Form 5500 · 2023

The Curtis Institute of Music 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
38
Participants Small participant base
62nd
Percentile by assets National rank
$308,050
Avg per participant High balance/head
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Official DOL plan name: The Curtis Institute of Music Retirement Plan · Sponsored by The Curtis Institute of Music · Pennsylvania · Educational Services

$12M in assets, 38 participants

The Curtis Institute of Music's The Curtis Institute of Music Retirement Plan reported $12M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,681 in Educational Services (3,735 peers)

The Curtis Institute of Music multi-year trail

The Curtis Institute of Music's plans moved +44.1% in assets from 2022 to 2024; this filing shows The Curtis Institute of Music Retirement Plan at $12M / 38 participants.

#1,681
in Educational Services (3,735 peers)
+25.1%
assets growth YoY

The Curtis Institute of Music Retirement Plan's mid-pack asset rank among Educational Services and all filers

The Curtis Institute of Music Retirement Plan vs every filed plan by assets

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

$11,705,888 Top 38% higher than 62% 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

The Curtis Institute of Music Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Curtis Institute of Music Retirement Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Curtis Institute of Music Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Curtis Institute of Music Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Curtis Institute of Music Retirement Plan reported participants fell from 39 in the plan year 2022 filing to 38 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231585611 · The Curtis Institute of Music PY 2023 · 401(k)

The Curtis Institute of Music Retirement Plan · $12M · 38 · 62nd

  • EBSA $12M
  • EBSA 38
  • EBSA 62nd
  • EBSA 401(k)
  • EBSA near The Kreller Consulting Group 401(k) Plan
  • EBSA ind #1681

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 Educational Services retirement plans → · Plans in Pennsylvania →

The Curtis Institute of Music Retirement Plan in the asset neighbourhood

The Curtis Institute of Music Retirement PlanThe Curtis Institute of Musi…$12MThe Kreller Consulting Group 401(k) PlanThe Kreller Consulting Group…$12MAssociated Community Bancorp., Inc. Profit Sharing /401(k) PlanAssociated Community Bancorp…$12MYokem Motors, LLC 401(k) Profit Sharing PlanYokem Motors, LLC 401(k) Pro…$12MLec/Cpi 401(k) and Profit Sharing PlanLec/Cpi 401(k) and Profit Sh…$12M
End-of-year total assets ($M) among The Curtis Institute of Music Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Curtis Institute of Music multi-year asset trail

Sponsor-wide plan assets over time

All The Curtis Institute of Music plans reported in each filing year

Latest sponsor-wide plan assets
$13M 44.064091077559624% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.35M $13.5M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 39 $9M
2023 1 38 $12M
2024 1 62 $13M

The Curtis Institute of Music filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN231585611
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

The Curtis Institute of Music Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Curtis Institute of Music Retirement Plan, Total assets ($B): 0.011705888 · Participants: 38The Curtis Institute of Music Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Curtis Institute of Music Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Curtis Institute of Music Retirement Plan side-by-side with 3 peers →

The Curtis Institute of Music Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Kreller Consulting Group 401(k) Plan in OH ($12M); by covered participants it is Coral Color Process, Ltd 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 The Curtis Institute of Music Retirement Plan assets move in 2023? ▼
The Curtis Institute of Music Retirement Plan grew sharply - up 25.1% during 2023, from $9M to $12M. Reported net income was $2M.
How have The Curtis Institute of Music plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Curtis Institute of Music's sponsor-wide assets grew 44.1%, from $9M to $13M.
Which 401(k) plans are similar in size to The Curtis Institute of Music Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Kreller Consulting Group 401(k) Plan in OH ($12M, 65 participants).
Which 401(k) plans cover a similar participant headcount to The Curtis Institute of Music Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coral Color Process, Ltd 401(k) Plan in NY (38 participants, $3M 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 231585611.

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.