401(k) · DOL Form 5500 · 2024

Curtis Rosenthal Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
35th
Percentile by assets National rank
$222,581
Avg per participant Above avg balance/head
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Official DOL plan name: Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Curtis Rosenthal Inc · California · Real Estate

$3M in assets, 14 participants

Curtis Rosenthal Inc's Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,494 in Real Estate (4,605 peers)

Curtis Rosenthal Inc multi-year trail

Curtis Rosenthal Inc's plans moved +42.7% in assets from 2022 to 2024; this filing shows Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust at $3M / 14 participants.

#2,494
in Real Estate (4,605 peers)
+10.9%
assets growth YoY

Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,116,136 35th percentile higher than 35% of 123,620 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 2024

Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $625K in the plan year 2023 filing to $306K in the plan year 2024 filing.
  • Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 18 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 202047628 · Curtis Rosenthal Inc PY 2024 · 401(k)

Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust · $3M · 14 · 35th

  • EOY $3M
  • EOY 14
  • EOY 35th
  • EOY 401(k)
  • EOY near Prolong Pharmaceuticals, LLC 401(k) Plan
  • EOY ind #2494

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 Real Estate retirement plans → · Plans in California →

Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Curtis Rosenthal Inc 401(k) Profit Sharing Plan & TrustCurtis Rosenthal Inc 401(k) …$3MProlong Pharmaceuticals, LLC 401(k) PlanProlong Pharmaceuticals, LLC…$3MLocke Solutions 401(k) Plan$3MReliable Excavating Co., Inc. 401(k) PlanReliable Excavating Co., Inc…$3MThe Nightingale-Conant Retirement PlanThe Nightingale-Conant Retir…$3M
End-of-year total assets ($M) among Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Curtis Rosenthal Inc multi-year asset trail

Sponsor-wide plan assets over time

All Curtis Rosenthal Inc plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.6627135498025% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.18M $3.12M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 18 $3M
2024 1 14 $3M

Curtis Rosenthal Inc filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$306K
Employer EIN202047628
Plan Effective Date2004-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003116136 · Participants: 14Curtis Rosenthal Inc 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Prolong Pharmaceuticals, LLC 401(k) Plan in NJ ($3M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 10.9% during 2024, from $3M to $3M. Reported net income was $306K.
How have Curtis Rosenthal Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis Rosenthal Inc's sponsor-wide assets grew 42.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Prolong Pharmaceuticals, LLC 401(k) Plan in NJ ($3M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Curtis Rosenthal Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202047628.

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.