401(k) · DOL Form 5500 · 2023

Kurtz Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
318
Participants Below avg headcount
74th
Percentile by assets National rank
$67,152
Avg per participant Below avg balance/head
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Official DOL plan name: Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan · Sponsored by Kurtz Bros., Inc. · Ohio · Wholesale Trade

$21M in assets, 318 participants

Kurtz Bros., Inc.'s Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan reported $21M in total assets and 318 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,479 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan covers 318 participants in Ohio, about 42% of the average Ohio filer (state average ~765 per filing). Assets: $21M.

#4,479
in Wholesale Trade (6,309 peers)
+17.8%
assets growth YoY

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan's outsized position by total assets

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan vs every filed plan by assets

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

$21,354,464 Top 26% higher than 74% 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

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement 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. Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan sits mid-pack in the medium band (318 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan reported participants fell from 329 in the plan year 2022 filing to 318 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341152347 · Kurtz Bros., Inc. PY 2023 · 401(k)

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan · $21M · 318 · 74th

  • ASSETS $21M
  • ASSETS 318
  • ASSETS 74th
  • ASSETS 401(k)
  • ASSETS near Ruby Tuesday Salary Deferral Plan
  • ASSETS ind #4479

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 Wholesale Trade retirement plans → · Plans in Ohio →

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan in the asset neighbourhood

Mcconkey Auction Group 401(k) Profit Sharing PlanMcconkey Auction Group 401(k…$21MThe Depository Trust & Clearing Corporation Operations Level Employee Savings PlanThe Depository Trust & Clear…$21MKurtz Bros., Inc. 401(k) Profit Sharing & Retirement PlanKurtz Bros., Inc. 401(k) Pro…$21MRuby Tuesday Salary Deferral PlanRuby Tuesday Salary Deferral…$21MLiberated Brands, LLC 401(k) PlanLiberated Brands, LLC 401(k)…$21M
End-of-year total assets ($M) among Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN341152347
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kurtz Bros., Inc.)

Sponsor-wide plan assets over time

All Kurtz Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 36.51233002519371% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.1M $24.8M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 329 $18M
2023 1 318 $21M
2024 1 312 $25M

Nearby 401(k) Plans in Ohio

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

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan, Total assets ($B): 0.021354464 · Participants: 318Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan side-by-side with 3 peers →

Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ruby Tuesday Salary Deferral Plan in TN ($21M); by covered participants it is Nacg Texas, Inc. 401(k) Plan in TX (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 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 Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan assets move in 2023? ▼
Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan grew sharply - up 17.8% during 2023, from $18M to $21M. Reported net income was $3M.
How have Kurtz Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kurtz Bros., Inc.'s sponsor-wide assets grew 36.5%, from $18M to $25M.
Which 401(k) plans are similar in size to Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ruby Tuesday Salary Deferral Plan in TN ($21M, 3,985 participants).
Which 401(k) plans cover a similar participant headcount to Kurtz Bros., Inc. 401(k) Profit Sharing & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nacg Texas, Inc. 401(k) Plan in TX (318 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 341152347.

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.