401(k) · DOL Form 5500 · 2024

Curtis Lumber Company, Inc 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
682
Participants Below avg headcount
88th
Percentile by assets National rank
$102,624
Avg per participant Below avg balance/head
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Official DOL plan name: Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan · Sponsored by Curtis Lumber Company, Inc · New York · Retail Trade

$70M in assets, 682 participants

Curtis Lumber Company, Inc's Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan reported $70M in total assets and 682 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,489 in Retail Trade (8,048 peers)

Where Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan sits by assets

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $70M for 682 participants (~$102,624/participant), up 8.6% in 2024.

#7,489
in Retail Trade (8,048 peers)
+8.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan's outsized position by total assets

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan vs every filed plan by assets

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

$69,989,468 Top 12% higher than 88% 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 Lumber Company, Incorporated Employee Savings & Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan sits mid-pack in the medium band (682 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan end-of-year assets rose from $64M in the plan year 2023 filing to $70M in the plan year 2024 filing.
  • Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan reported participants fell from 695 in the plan year 2023 filing to 682 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 141311618 · Curtis Lumber Company, Inc PY 2024 · 401(k)

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan · $70M · 682 · 88th

  • EIN $70M
  • EIN 682
  • EIN 88th
  • EIN 401(k)
  • EIN near Msx International 401(k) Plan
  • EIN ind #7489

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 New York →

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan in the asset neighbourhood

Exactech, Inc. 401(k) Profit Sharing PlanExactech, Inc. 401(k) Profit…$70MCarl Zeiss Vision Inc. 401(k) PlanCarl Zeiss Vision Inc. 401(k…$70MCurtis Lumber Company, Incorporated Employee Savings & Profit Sharing PlanCurtis Lumber Company, Incor…$70MMsx International 401(k) Plan$70MUnited Cooperative 401(k) PlanUnited Cooperative 401(k) Pl…$70M
End-of-year total assets ($M) among Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$70M
Net Income$6M
Employer EIN141311618
Plan Effective Date1964-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curtis Lumber Company, Inc)

Sponsor-wide plan assets over time

All Curtis Lumber Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$70M 27.32683973036558% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55M $70M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 648 $55M
2023 1 695 $64M
2024 1 682 $70M

Nearby 401(k) Plans in New York

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

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan, Total assets ($B): 0.069989468 · Participants: 682Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan side-by-side with 3 peers →

Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Msx International 401(k) Plan in MI ($70M); by covered participants it is Venterra Realty Inc. 401(k) Plan in (682 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (682 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 Lumber Company, Incorporated Employee Savings & Profit Sharing Plan assets move in 2024? ▼
Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan grew at a solid clip - up 8.6% during 2024, from $64M to $70M. Reported net income was $6M.
How have Curtis Lumber Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis Lumber Company, Inc's sponsor-wide assets grew 27.3%, from $55M to $70M.
Where does Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Msx International 401(k) Plan in MI ($70M, 1,010 participants).
Which 401(k) plans cover a similar participant headcount to Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Venterra Realty Inc. 401(k) Plan in (682 participants, $13M 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 141311618.

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.