401(k) · DOL Form 5500 · 2023

L.N. Curtis & Sons 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
280
Participants Below avg headcount
60th
Percentile by assets National rank
$38,372
Avg per participant Low balance/head
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Official DOL plan name: L.N. Curtis & Sons 401(k) Retirement Plan · Sponsored by L.N. Curtis & Sons · California · Retail Trade

$11M in assets, 280 participants

L.N. Curtis & Sons's L.N. Curtis & Sons 401(k) Retirement Plan reported $11M in total assets and 280 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,982 in Retail Trade (8,414 peers)

Coverage in California

L.N. Curtis & Sons 401(k) Retirement Plan covers 280 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $11M.

#5,982
in Retail Trade (8,414 peers)
+23.6%
assets growth YoY

L.N. Curtis & Sons 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

L.N. Curtis & Sons 401(k) Retirement Plan vs every filed plan by assets

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

$10,744,062 Top 40% higher than 60% 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

L.N. Curtis & Sons 401(k) Retirement 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. L.N. Curtis & Sons 401(k) Retirement Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • L.N. Curtis & Sons 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • L.N. Curtis & Sons 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • L.N. Curtis & Sons 401(k) Retirement Plan reported participants rose from 265 in the plan year 2022 filing to 280 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 941214350 · L.N. Curtis & Sons PY 2023 · 401(k)

L.N. Curtis & Sons 401(k) Retirement Plan · $11M · 280 · 60th

  • ASSETS $11M
  • ASSETS 280
  • ASSETS 60th
  • ASSETS 401(k)
  • ASSETS near Cincinnati Museum Association 401(k) Profit Sharing Plan
  • ASSETS ind #5982

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 California →

L.N. Curtis & Sons 401(k) Retirement Plan in the asset neighbourhood

Walsh Door and Hardware Co. Savings PlanWalsh Door and Hardware Co. …$11ML.N. Curtis & Sons 401(k) Retirement PlanL.N. Curtis & Sons 401(k) Re…$11MCincinnati Museum Association 401(k) Profit Sharing PlanCincinnati Museum Associatio…$11MPomptonian, Inc. 401(k) Savings PlanPomptonian, Inc. 401(k) Savi…$11MChris Auffenberg Automotive 401(k) Profit Sharing PlanChris Auffenberg Automotive …$11M
End-of-year total assets ($M) among L.N. Curtis & Sons 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN941214350
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L.N. Curtis & Sons)

Sponsor-wide plan assets over time

All L.N. Curtis & Sons plans reported in each filing year

Latest sponsor-wide plan assets
$12M 38.927486464840214% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.69M $12.1M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 265 $9M
2023 1 280 $11M
2024 1 297 $12M

Nearby 401(k) Plans in California

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

L.N. Curtis & Sons 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants L.N. Curtis & Sons 401(k) Retirement Plan, Total assets ($B): 0.010744062 · Participants: 280L.N. Curtis & Sons 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
L.N. Curtis & Sons 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare L.N. Curtis & Sons 401(k) Retirement Plan side-by-side with 3 peers →

L.N. Curtis & Sons 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cincinnati Museum Association 401(k) Profit Sharing Plan in OH ($11M); by covered participants it is Hfri, LLC 401(k) Plan in IL (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 L.N. Curtis & Sons 401(k) Retirement Plan assets move in 2023? ▼
L.N. Curtis & Sons 401(k) Retirement Plan grew sharply - up 23.6% during 2023, from $9M to $11M. Reported net income was $2M.
How have L.N. Curtis & Sons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L.N. Curtis & Sons's sponsor-wide assets grew 38.9%, from $9M to $12M.
Which 401(k) plans are similar in size to L.N. Curtis & Sons 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cincinnati Museum Association 401(k) Profit Sharing Plan in OH ($11M, 192 participants).
Which 401(k) plans cover a similar participant headcount to L.N. Curtis & Sons 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hfri, LLC 401(k) Plan in IL (280 participants, N/A 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 941214350.

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.