ESOP · DOL Form 5500 · 2023

Curtis Restaurant Equipment, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
57
Participants Small participant base
53rd
Percentile by assets National rank
$132,376
Avg per participant Near avg balance/head
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Official DOL plan name: Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Curtis Restaurant Equipment, Inc. · Oregon · Wholesale Trade

$8M in assets, 57 participants

Curtis Restaurant Equipment, Inc.'s Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust reported $8M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,708 in Wholesale Trade (6,309 peers)

Curtis Restaurant Equipment, Inc. multi-year trail

Curtis Restaurant Equipment, Inc.'s plans moved -16.7% in assets from 2022 to 2024; this filing shows Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust at $8M / 57 participants.

#2,708
in Wholesale Trade (6,309 peers)
+13.3%
assets growth YoY

Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$7,545,455 Top 47% higher than 53% 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 Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 52 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 930644883 · Curtis Restaurant Equipment, Inc. PY 2023 · ESOP

Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust · $8M · 57 · 53rd

  • PART $8M
  • TYPE 57
  • NET 53rd
  • BOOK ESOP
  • VS-ST near William D. Meeker Enterprises, Inc. Employee Stock Ownership Plan
  • BOY ind #2708

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 What is an ESOP? → · Plans in Oregon →

Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

The Halcyon Construction Corporation Employee Stock Ownership PlanThe Halcyon Construction Cor…$8MCurtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and TrustCurtis Restaurant Equipment,…$8MWilliam D. Meeker Enterprises, Inc. Employee Stock Ownership PlanWilliam D. Meeker Enterprise…$8MAmerican Handling Systems, Inc. Employee Stock Ownership PlanAmerican Handling Systems, I…$8MFrank Schipper Construction Co. Employee Stock Ownership PlanFrank Schipper Construction …$8M
End-of-year total assets ($M) among Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Curtis Restaurant Equipment, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Curtis Restaurant Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.722018078173964% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $6.66M $5.55M ▼ -16.7%
Year Plans Participants Total Assets
2022 1 52 $7M
2023 1 57 $8M
2024 1 57 $6M

Curtis Restaurant Equipment, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$970K
Employer EIN930644883
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 7.545455 · Participants: 57Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and TrustBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is William D. Meeker Enterprises, Inc. Employee Stock Ownership Plan in FL ($8M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 13.3% during 2023, from $7M to $8M. Reported net income was $970K.
How have Curtis Restaurant Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis Restaurant Equipment, Inc.'s sponsor-wide assets declined 16.7%, from $7M to $6M.
Which ESOP plans are similar in size to Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is William D. Meeker Enterprises, Inc. Employee Stock Ownership Plan in FL ($8M, 81 participants).
Which ESOP plans cover a similar participant headcount to Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants, $10M 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 930644883.

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.