401(k) · DOL Form 5500 · 2023

Curi Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
248
Participants Below avg headcount
87th
Percentile by assets National rank
$240,844
Avg per participant Above avg balance/head
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Official DOL plan name: Curi 401(k) Plan · Sponsored by Curi Management Company, LLC · North Carolina · Finance & Insurance

$60M in assets, 248 participants

Curi Management Company, LLC's Curi 401(k) Plan reported $60M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,132 in Finance & Insurance (8,869 peers)

Coverage in North Carolina

Curi 401(k) Plan covers 248 participants in North Carolina, about 30% of the average North Carolina filer (state average ~819 per filing). Assets: $60M.

#7,132
in Finance & Insurance (8,869 peers)
+24.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Curi 401(k) Plan's outsized position by total assets

Curi 401(k) Plan vs every filed plan by assets

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

$59,729,252 Top 13% higher than 87% 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

Curi 401(k) 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. Curi 401(k) Plan sits mid-pack in the medium band (248 participants).

Published 5500 schedule card

Filing strip 881195406 · Curi Management Company, LLC PY 2023 · 401(k)

Curi 401(k) Plan · $60M · 248 · 87th

  • EBSA $60M
  • EBSA 248
  • EBSA 87th
  • EBSA 401(k)
  • EBSA near Golden Entertainment, Inc. 401(k) Savings Plan
  • EBSA ind #7132

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Curi 401(k) Plan in the asset neighbourhood

Curi 401(k) Plan$60MGolden Entertainment, Inc. 401(k) Savings PlanGolden Entertainment, Inc. 4…$60MDerse, Inc. Retirement Savings PlanDerse, Inc. Retirement Savin…$60MLhb Inc. 401(k) & Profit Sharing PlanLhb Inc. 401(k) & Profit Sha…$60MHemenway & Barnes 401(k) Plan$60M
End-of-year total assets ($M) among Curi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$60M
Net Income$12M
Employer EIN881195406
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curi Management Company, LLC)

Sponsor-wide plan assets over time

All Curi Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$66M 11.025361576602366% vs 2023
2024 filing year
$58M$60M$62M$64M$66M$68M 20232024 $59.7M $66.3M ▲ +11.0%
Year Plans Participants Total Assets
2023 1 248 $60M
2024 1 245 $66M

Nearby 401(k) Plans in North Carolina

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

Curi 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Curi 401(k) Plan, Total assets ($B): 0.059729252 · Participants: 248Curi 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Curi 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Curi 401(k) Plan side-by-side with 3 peers →

Curi 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Golden Entertainment, Inc. 401(k) Savings Plan in NV ($60M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Curi 401(k) Plan assets move in 2023? ▼
Curi 401(k) Plan grew sharply - up 24.5% during 2023, from $48M to $60M. Reported net income was $12M.
How have Curi Management Company, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Curi Management Company, LLC's sponsor-wide assets grew 11.0%, from $60M to $66M.
Where does Curi 401(k) Plan rank by assets among Form 5500 filers? ▼
Curi 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Curi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden Entertainment, Inc. 401(k) Savings Plan in NV ($60M, 4,437 participants).
Which 401(k) plans cover a similar participant headcount to Curi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants, $5M 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 881195406.

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.