401(k) · DOL Form 5500 · 2024

Curtis Squire, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
482
Participants Below avg headcount
58th
Percentile by assets National rank
$22,973
Avg per participant Low balance/head
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Official DOL plan name: Curtis Squire, Inc. Retirement Savings Plan · Sponsored by Curtis Squire, Inc. · Minnesota · Management of Enterprises

$11M in assets, 482 participants

Curtis Squire, Inc.'s Curtis Squire, Inc. Retirement Savings Plan reported $11M in total assets and 482 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #467 in Management of Enterprises (1,133 peers)

Coverage in Minnesota

Curtis Squire, Inc. Retirement Savings Plan covers 482 participants in Minnesota, about 43% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.

#467
in Management of Enterprises (1,133 peers)
-25.4%
assets change YoY

The plan reported a net loss of $871K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Curtis Squire, Inc. Retirement Savings Plan's mid-pack asset rank among Management of Enterprises and all filers

Curtis Squire, Inc. Retirement Savings Plan vs every filed plan by assets

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

$11,073,090 Top 42% higher than 58% 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 Squire, Inc. Retirement Savings 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 Squire, Inc. Retirement Savings Plan sits mid-pack in the medium band (482 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Curtis Squire, Inc. Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$871K in the plan year 2024 filing.
  • Curtis Squire, Inc. Retirement Savings Plan reported participants rose from 328 in the plan year 2023 filing to 482 in the plan year 2024 filing.
  • Curtis Squire, Inc. Retirement Savings Plan end-of-year assets fell from $15M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410661668 · Curtis Squire, Inc. PY 2024 · 401(k)

Curtis Squire, Inc. Retirement Savings Plan · $11M · 482 · 58th

  • PART $11M
  • TYPE 482
  • NET 58th
  • BOOK 401(k)
  • VS-ST near Nelson & Nelson Profit Sharing Plan
  • BOY ind #467

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 Management of Enterprises retirement plans → · Plans in Minnesota →

Curtis Squire, Inc. Retirement Savings Plan in the asset neighbourhood

Curtis Squire, Inc. Retirement Savings PlanCurtis Squire, Inc. Retireme…$11MNelson & Nelson Profit Sharing PlanNelson & Nelson Profit Shari…$11MMedsphere Systems Corporation 401(k) PlanMedsphere Systems Corporatio…$11MRichard Heath & Associates, Inc. 401(k) Profit Sharing PlanRichard Heath & Associates, …$11MWaseyabek Development Company 401(k) PlanWaseyabek Development Compan…$11M
End-of-year total assets ($M) among Curtis Squire, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$11M
Net Income-$871K
Employer EIN410661668
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curtis Squire, Inc.)

Sponsor-wide plan assets over time

All Curtis Squire, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 10.333093694474869% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $12.4M $11.1M ▼ -10.4%
Year Plans Participants Total Assets
2022 1 332 $12M
2023 1 328 $15M
2024 1 482 $11M

Nearby 401(k) Plans in Minnesota

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

Curtis Squire, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Curtis Squire, Inc. Retirement Savings Plan, Total assets ($B): 0.01107309 · Participants: 482Curtis Squire, Inc. Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Curtis Squire, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Curtis Squire, Inc. Retirement Savings Plan side-by-side with 3 peers →

Curtis Squire, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Nelson & Nelson Profit Sharing Plan in IL ($11M); by covered participants it is Hanna Steel Corporation Profit Sharing Plan in AL (482 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (482 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 Squire, Inc. Retirement Savings Plan assets move in 2024? ▼
Curtis Squire, Inc. Retirement Savings Plan declined sharply - down 25.4% during 2024, from $15M to $11M. Reported net income was -$871K.
How have Curtis Squire, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curtis Squire, Inc.'s sponsor-wide assets declined 10.3%, from $12M to $11M.
Which 401(k) plans are similar in size to Curtis Squire, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nelson & Nelson Profit Sharing Plan in IL ($11M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Curtis Squire, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Steel Corporation Profit Sharing Plan in AL (482 participants, $42M 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 410661668.

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.