401(k) · DOL Form 5500 · 2023

Curtis Squire, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
328
Participants Below avg headcount
67th
Percentile by assets National rank
$45,283
Avg per participant Low balance/head
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Official DOL plan name: Curtis Squire, Inc. Retirement Savings Plan · Sponsored by Curtis Squire, Inc. · Minnesota · Management of Enterprises

$15M in assets, 328 participants

Curtis Squire, Inc.'s Curtis Squire, Inc. Retirement Savings Plan reported $15M in total assets and 328 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #526 in Management of Enterprises (1,137 peers)

Coverage in Minnesota

Curtis Squire, Inc. Retirement Savings Plan covers 328 participants in Minnesota, about 29% of the average Minnesota filer (state average ~1,126 per filing). Assets: $15M.

#526
in Management of Enterprises (1,137 peers)
+20.3%
assets growth YoY

Curtis Squire, Inc. Retirement Savings Plan's outsized position by total assets

Curtis Squire, Inc. Retirement Savings Plan vs every filed plan by assets

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

$14,852,862 Top 33% higher than 67% 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 Squire, Inc. Retirement Savings 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. Curtis Squire, Inc. Retirement Savings Plan sits mid-pack in the medium band (328 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Curtis Squire, Inc. Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Curtis Squire, Inc. Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Curtis Squire, Inc. Retirement Savings Plan reported participants fell from 332 in the plan year 2022 filing to 328 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410661668 · Curtis Squire, Inc. PY 2023 · 401(k)

Curtis Squire, Inc. Retirement Savings Plan · $15M · 328 · 67th

  • EIN $15M
  • EIN 328
  • EIN 67th
  • EIN 401(k)
  • EIN near Heaton Eye Associates Retirement Plan
  • EIN ind #526

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 Management of Enterprises retirement plans → · Plans in Minnesota →

Curtis Squire, Inc. Retirement Savings Plan in the asset neighbourhood

Curtis Squire, Inc. Retirement Savings PlanCurtis Squire, Inc. Retireme…$15MHeaton Eye Associates Retirement PlanHeaton Eye Associates Retire…$15MHuahai US Inc 401(k) P/S Plan$15MVestwell Holdings, Inc. 401(k) PlanVestwell Holdings, Inc. 401(…$15MHighland Park Motors, Inc. Employees' Profit Sharing and Savings PlanHighland Park Motors, Inc. E…$15M
End-of-year total assets ($M) among Curtis Squire, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN410661668
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curtis Squire, Inc.)

Sponsor-wide plan assets over time

All Curtis Squire, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 10.333093694474869% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $12.4M $11.1M ▼ -10.4%
Year Plans Participants Total Assets
2022 1 332 $12M
2023 1 328 $15M
2024 1 482 $11M

Nearby 401(k) Plans in Minnesota

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

Curtis Squire, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Curtis Squire, Inc. Retirement Savings Plan, Total assets ($B): 0.014852862 · Participants: 328Curtis Squire, Inc. Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Curtis Squire, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Curtis Squire, Inc. Retirement Savings Plan side-by-side with 3 peers →

Curtis Squire, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Heaton Eye Associates Retirement Plan in TX ($15M); by covered participants it is Bobcat North America, LLC in FL (328 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (328 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 Squire, Inc. Retirement Savings Plan assets move in 2023? ▼
Curtis Squire, Inc. Retirement Savings Plan grew sharply - up 20.3% during 2023, from $12M to $15M. Reported net income was $2M.
How have Curtis Squire, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis Squire, Inc.'s sponsor-wide assets declined 10.3%, from $12M to $11M.
Which 401(k) plans are similar in size to Curtis Squire, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heaton Eye Associates Retirement Plan in TX ($15M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Curtis Squire, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (328 participants, $558K 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 410661668.

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.