401(k) · DOL Form 5500 · 2023

Curtis Corp 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
195
Participants Below avg headcount
28th
Percentile by assets National rank
$8,321
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Werner Auto Team 401(k) Plan · Sponsored by Curtis Corp · Georgia · Retail Trade

$2M in assets, 195 participants

Curtis Corp's Werner Auto Team 401(k) Plan reported $2M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #3,411 in Retail Trade (8,414 peers)

Coverage in Georgia

Werner Auto Team 401(k) Plan covers 195 participants in Georgia, about 18% of the average Georgia filer (state average ~1,096 per filing). Assets: $2M.

#3,411
in Retail Trade (8,414 peers)
+114.4%
assets growth YoY

Werner Auto Team 401(k) Plan among the smaller filed plans by assets

Werner Auto Team 401(k) Plan vs every filed plan by assets

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

$1,622,621 28th percentile higher than 28% 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

Werner Auto Team 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. Werner Auto Team 401(k) Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Werner Auto Team 401(k) Plan end-of-year assets rose from $757K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Werner Auto Team 401(k) Plan reported participants rose from 161 in the plan year 2022 filing to 195 in the plan year 2023 filing.
  • Werner Auto Team 401(k) Plan reported net income rose from $757K in the plan year 2022 filing to $866K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470719397 · Curtis Corp PY 2023 · 401(k)

Werner Auto Team 401(k) Plan · $2M · 195 · 28th

  • 5500 $2M
  • ASSETS 195
  • PCT 28th
  • EIN 401(k)
  • RANK near Optumsoft 401(k) Plan
  • PHOTO ind #3411

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 →

Werner Auto Team 401(k) Plan in the asset neighbourhood

Werner Auto Team 401(k) Plan$2MOptumsoft 401(k) Plan$2MSystems Insight, Inc. 401(k) Retirement Savings PlanSystems Insight, Inc. 401(k)…$2MHarlows School Bus Service 401(k) Profit Sharing Plan & TrustHarlows School Bus Service 4…$2MSawtooth Holdings, Inc. 401(k) PlanSawtooth Holdings, Inc. 401(…$2M
End-of-year total assets ($M) among Werner Auto Team 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$757K
Net Assets (End of Year)$2M
Net Income$866K
Employer EIN470719397
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curtis Corp)

Sponsor-wide plan assets over time

All Curtis Corp plans reported in each filing year

Latest sponsor-wide plan assets
$2M 198.3872523563558% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.76M $2.26M ▲ +197.4%
Year Plans Participants Total Assets
2022 1 161 $757K
2023 1 195 $2M
2024 1 215 $2M

Nearby 401(k) Plans in Georgia

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

Werner Auto Team 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Werner Auto Team 401(k) Plan, Total assets ($B): 0.001622621 · Participants: 195Werner Auto Team 401(k) 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
Werner Auto Team 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Werner Auto Team 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Optumsoft 401(k) Plan in CA ($2M); by covered participants it is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Werner Auto Team 401(k) Plan assets move in 2023? ▼
Werner Auto Team 401(k) Plan surged - up 114.4% during 2023, from $757K to $2M. Reported net income was $866K.
How have Curtis Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis Corp's sponsor-wide assets grew 198.4%, from $757K to $2M.
Which 401(k) plans are similar in size to Werner Auto Team 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Optumsoft 401(k) Plan in CA ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Werner Auto Team 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants, $29M 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 470719397.

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.