401(k) · DOL Form 5500 · 2023
Debra H. Curtis 401(k) Plan
Data updated 2026-08-25
- $548K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $273,781
- Avg per participant High balance/head
Official DOL plan name: Debra H. Curtis, 401(k) Profit Sharing Plan · Sponsored by Debra H. Curtis · Utah · Other Services
$548K in assets, 2 participants
Debra H. Curtis's Debra H. Curtis, 401(k) Profit Sharing Plan reported $548K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #3,140 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Debra H. Curtis, 401(k) Profit Sharing Plan ranks #3,140 of 7,857 2023 filers by assets (3665% of the sector average)-$548K for 2 participants.
- #3,140
- in Other Services (7,857 peers)
- +9.5%
- assets growth YoY
Debra H. Curtis, 401(k) Profit Sharing Plan among the smaller filed plans by assets
Debra H. Curtis, 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$547,562 19th percentile higher than 19% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Debra H. Curtis, 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Debra H. Curtis, 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Debra H. Curtis, 401(k) Profit Sharing Plan reported net income fell from $123K in the plan year 2022 filing to $48K in the plan year 2023 filing.
- Debra H. Curtis, 401(k) Profit Sharing Plan end-of-year assets rose from $500K in the plan year 2022 filing to $548K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 261607739 · Debra H. Curtis PY 2023 · 401(k)
Debra H. Curtis, 401(k) Profit Sharing Plan · $548K · 2 · 19th
- VS-ST $548K
- VS-ST 2
- VS-ST 19th
- VS-ST 401(k)
- VS-ST near Seven Bicycles Retirement Plan
- VS-ST ind #3140
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 Other Services retirement plans → · Plans in Utah →
Debra H. Curtis, 401(k) Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $500K |
|---|---|
| Net Assets (End of Year) | $548K |
| Net Income | $48K |
| Employer EIN | 261607739 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Debra H. Curtis)
Sponsor-wide plan assets over time
All Debra H. Curtis plans reported in each filing year
- Latest sponsor-wide plan assets
- $573K 14.71098387319421% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $500K |
| 2023 | 1 | 2 | $548K |
| 2024 | 1 | 2 | $573K |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Debra H. Curtis, 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Seven Bicycles Retirement Plan in NV ($548K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($548K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.