401(k) · DOL Form 5500 · 2024

Curtis, Heinz, Garrett & O'keefe, P.C. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 31
Participants Small participant base: 51st
Percentile by assets National rank: $264,073
Avg per participant High balance/head

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Official DOL plan name: Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. · Sponsored by Curtis, Heinz, Garrett & O'keefe, P.C. · Missouri · Professional & Technical Services

$8M in assets, 31 participants

Curtis, Heinz, Garrett & O'keefe, P.C.'s Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. reported $8M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

#10,013 in Professional & Technical Services (20,173 peers)

Curtis, Heinz, Garrett & O'keefe, P.C. multi-year trail

Curtis, Heinz, Garrett & O'keefe, P.C.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. at $8M / 31 participants.

#10,013
in Professional & Technical Services (20,173 peers): +10.2%
assets growth YoY

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C.'s mid-pack asset rank among Professional & Technical Services and all filers

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. vs every filed plan by assets

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

$8,186,248 Top 49% higher than 51% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. is a small filing (31 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. reported net income fell from $898K in the plan year 2023 filing to $758K in the plan year 2024 filing.
Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 431433832 · Curtis, Heinz, Garrett & O'keefe, P.C. PY 2024 · 401(k)

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. · $8M · 31 · 51st

TYPE $8M
NET 31
BOOK 51st
VS-ST 401(k)
BOY near For Any Auto 401(k) Profit Sharing Plan and Trust 2
SCH ind #10013

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 Professional & Technical Services retirement plans → · Plans in Missouri →

End-of-year total assets ($M) among Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Curtis, Heinz, Garrett & O'keefe, P.C. multi-year asset trail

Latest sponsor-wide plan assets: $8M 25.366689520712825% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	31	$7M
2023	1	31	$7M
2024	1	31	$8M

Curtis, Heinz, Garrett & O'keefe, P.C. filing trail (2024)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$758K
Employer EIN	431433832
Plan Effective Date	1987-02-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. vs. nearby 401(k) plans in Missouri, assets vs. participants

Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
Emerson Savings Plan $7.4B · 8,315
Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
Centene Management Corporation Retirement Plan $4.7B · 53,760

Compare Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. side-by-side with 3 peers →

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C.'s out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is For Any Auto 401(k) Profit Sharing Plan and Trust 2 in CA ($8M); by covered participants it is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

For Any Auto 401(k) Profit Sharing Plan and Trust 2 (CA) $8M · 230
Endeavor Managed Services 401(k) Plan (TX) $8M · 92
Rizzieri Management Co. , Inc. Employees' 401(k) Plan (NJ) $8M · 162
Cellino Law, LLP 401(k) Plan (NY) $8M · 107

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan (TX) 31 · 0 off
Bertrand, Fox, Elliot, Osman & Wenzel 401(k) Profit Sharing Plan (CA) 31 · 0 off
Jabezco Industrial Group, Inc. 401(k) Plan (TN) 31 · 0 off
Northwest Ohio Surgical Centers, Inc. 401(k) Plan (OH) 31 · 0 off

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 Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. assets move in 2024? ▼

Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C. grew at a solid clip - up 10.2% during 2024, from $7M to $8M. Reported net income was $758K.

How have Curtis, Heinz, Garrett & O'keefe, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Curtis, Heinz, Garrett & O'keefe, P.C.'s sponsor-wide assets grew 25.4%, from $7M to $8M.

Which 401(k) plans are similar in size to Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C.? ▼

Among 401(k) plans in other states, the closest by assets is For Any Auto 401(k) Profit Sharing Plan and Trust 2 in CA ($8M, 230 participants).

Which 401(k) plans cover a similar participant headcount to Profit Sharing/Safe Harbor 401(k) Plan of Curtis, Heinz, Garrett & O'keefe, P.C.? ▼

Among 401(k) plans in other states, the closest by covered participants is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants, $5M 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 431433832.