401(k) · DOL Form 5500 · 2023

Currey & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
109
Participants Small participant base
65th
Percentile by assets National rank
$124,454
Avg per participant Near avg balance/head
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Official DOL plan name: Currey & Company, Inc. 401(k) Savings Plan · Sponsored by Currey & Company, Inc. · Georgia · Retail Trade

$14M in assets, 109 participants

Currey & Company, Inc.'s Currey & Company, Inc. 401(k) Savings Plan reported $14M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,393 in Retail Trade (8,414 peers)

Coverage in Georgia

Currey & Company, Inc. 401(k) Savings Plan covers 109 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $14M.

#6,393
in Retail Trade (8,414 peers)
+23.5%
assets growth YoY

Currey & Company, Inc. 401(k) Savings Plan's mid-pack asset rank among Retail Trade and all filers

Currey & Company, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$13,565,442 Top 35% higher than 65% 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

Currey & Company, Inc. 401(k) 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. Currey & Company, Inc. 401(k) Savings Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Currey & Company, Inc. 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Currey & Company, Inc. 401(k) Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Currey & Company, Inc. 401(k) Savings Plan reported participants rose from 98 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 582210634 · Currey & Company, Inc. PY 2023 · 401(k)

Currey & Company, Inc. 401(k) Savings Plan · $14M · 109 · 65th

  • IND $14M
  • IND 109
  • IND 65th
  • IND 401(k)
  • IND near Jagenberg US Holding, Inc. 401(k) Retirement Plan
  • IND ind #6393

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 Retail Trade retirement plans → · Plans in Georgia →

Currey & Company, Inc. 401(k) Savings Plan in the asset neighbourhood

Currey & Company, Inc. 401(k) Savings PlanCurrey & Company, Inc. 401(k…$14MJagenberg US Holding, Inc. 401(k) Retirement PlanJagenberg US Holding, Inc. 4…$14MHusky Corporation 401(k) Plan$14MRyze Claim Solutions 401(k) PlanRyze Claim Solutions 401(k) …$14MGermantown Mutual Insurance Company 401(k) Retirement PlanGermantown Mutual Insurance …$14M
End-of-year total assets ($M) among Currey & Company, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN582210634
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Currey & Company, Inc.)

Sponsor-wide plan assets over time

All Currey & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 47.15301739480808% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11M $16.2M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 98 $11M
2023 1 109 $14M
2024 1 107 $16M

Nearby 401(k) Plans in Georgia

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

Currey & Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Currey & Company, Inc. 401(k) Savings Plan, Total assets ($B): 0.013565442 · Participants: 109Currey & Company, Inc. 401(k) Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Currey & Company, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Currey & Company, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Jagenberg US Holding, Inc. 401(k) Retirement Plan in SC ($14M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Currey & Company, Inc. 401(k) Savings Plan assets move in 2023?
Currey & Company, Inc. 401(k) Savings Plan grew sharply - up 23.5% during 2023, from $11M to $14M. Reported net income was $3M.
How have Currey & Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Currey & Company, Inc.'s sponsor-wide assets grew 47.2%, from $11M to $16M.
Which 401(k) plans are similar in size to Currey & Company, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Jagenberg US Holding, Inc. 401(k) Retirement Plan in SC ($14M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Currey & Company, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M in assets).