401(k) · DOL Form 5500 · 2024
Curtis Green and Clay Green, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 239
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $48,315
- Avg per participant Low balance/head
Official DOL plan name: Curtis Green and Clay Green, Inc. 401(k) Plan · Sponsored by Curtis Green and Clay Green, Inc. · Kentucky · Retail Trade
$12M in assets, 239 participants
Curtis Green and Clay Green, Inc.'s Curtis Green and Clay Green, Inc. 401(k) Plan reported $12M in total assets and 239 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #5,617 in Retail Trade (8,048 peers)
Coverage in Kentucky
Curtis Green and Clay Green, Inc. 401(k) Plan covers 239 participants in Kentucky, about 37% of the average Kentucky filer (state average ~647 per filing). Assets: $12M.
- #5,617
- in Retail Trade (8,048 peers)
- +21.9%
- assets growth YoY
Curtis Green and Clay Green, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Curtis Green and Clay Green, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,547,325 Top 41% higher than 59% 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
Curtis Green and Clay Green, Inc. 401(k) 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 Green and Clay Green, Inc. 401(k) Plan sits mid-pack in the medium band (239 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Curtis Green and Clay Green, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Curtis Green and Clay Green, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Curtis Green and Clay Green, Inc. 401(k) Plan reported participants rose from 234 in the plan year 2023 filing to 239 in the plan year 2024 filing.
DOL schedule card
Filing strip 610709411 · Curtis Green and Clay Green, Inc. PY 2024 · 401(k)
Curtis Green and Clay Green, Inc. 401(k) Plan · $12M · 239 · 59th
- NET $12M
- BOOK 239
- VS-ST 59th
- BOY 401(k)
- SCH near Jeffcoat & Associates, L.P. 401(k) Savings Plan
- EBSA ind #5617
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 Kentucky →
Curtis Green and Clay Green, Inc. 401(k) Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 610709411 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Curtis Green and Clay Green, Inc.)
Sponsor-wide plan assets over time
All Curtis Green and Clay Green, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 62.046749880226024% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 234 | $7M |
| 2023 | 1 | 234 | $9M |
| 2024 | 1 | 239 | $12M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Curtis Green and Clay Green, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Jeffcoat & Associates, L.P. 401(k) Savings Plan in AL ($12M); by covered participants it is Timber Automation, LLC 401(k) Plan in AR (239 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (239 participants); asset peers above are excluded.
- Timber Automation, LLC 401(k) Plan (AR) 239 · 0 off
- Northwest Tire, Inc. 401(k) Profit Sharing Plan (ND) 239 · 0 off
- Northrop Grumman Federal Credit Union 401(k) Plan (CA) 239 · 0 off
- Jolly Roofing 401(k) Plan (TN) 239 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.