401(k) · DOL Form 5500 · 2024

Curate Partners LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
125
Participants Small participant base
41st
Percentile by assets National rank
$37,144
Avg per participant Low balance/head
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Official DOL plan name: Curate Partners LLC 401 K Profit Sharing Plan Trust · Sponsored by Curate Partners LLC · Massachusetts · Other Services

$5M in assets, 125 participants

Curate Partners LLC's Curate Partners LLC 401 K Profit Sharing Plan Trust reported $5M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,874 in Other Services (7,719 peers)

Coverage in Massachusetts

Curate Partners LLC 401 K Profit Sharing Plan Trust covers 125 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#4,874
in Other Services (7,719 peers)
+4.1%
assets growth YoY

Curate Partners LLC 401 K Profit Sharing Plan Trust's mid-pack asset rank among Other Services and all filers

Curate Partners LLC 401 K Profit Sharing Plan Trust vs every filed plan by assets

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

$4,643,037 41st percentile higher than 41% 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

Curate Partners LLC 401 K Profit Sharing Plan Trust 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. Curate Partners LLC 401 K Profit Sharing Plan Trust sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Curate Partners LLC 401 K Profit Sharing Plan Trust reported net income fell from $894K in the plan year 2023 filing to $181K in the plan year 2024 filing.
  • Curate Partners LLC 401 K Profit Sharing Plan Trust reported participants fell from 171 in the plan year 2023 filing to 125 in the plan year 2024 filing.
  • Curate Partners LLC 401 K Profit Sharing Plan Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 465538719 · Curate Partners LLC PY 2024 · 401(k)

Curate Partners LLC 401 K Profit Sharing Plan Trust · $5M · 125 · 41st

  • PHOTO $5M
  • PHOTO 125
  • PHOTO 41st
  • PHOTO 401(k)
  • PHOTO near Durand, Inc 401(k) Profit Sharing Plan
  • PHOTO ind #4874

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 Other Services retirement plans → · Plans in Massachusetts →

Curate Partners LLC 401 K Profit Sharing Plan Trust in the asset neighbourhood

Curate Partners LLC 401 K Profit Sharing Plan TrustCurate Partners LLC 401 K Pr…$5MDurand, Inc 401(k) Profit Sharing PlanDurand, Inc 401(k) Profit Sh…$5MWcp 401(k) Pooled Employer PlanWcp 401(k) Pooled Employer P…$5MNgb Corporation - 401(k)$5MSpeer Financial Inc. 401(k) Profit Sharing PlanSpeer Financial Inc. 401(k) …$5M
End-of-year total assets ($M) among Curate Partners LLC 401 K Profit Sharing Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$181K
Employer EIN465538719
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curate Partners LLC)

Sponsor-wide plan assets over time

All Curate Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 29.36075733530665% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.59M $4.64M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 142 $4M
2023 1 171 $4M
2024 1 125 $5M

Nearby 401(k) Plans in Massachusetts

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

Curate Partners LLC 401 K Profit Sharing Plan Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Curate Partners LLC 401 K Profit Sharing Plan Trust, Total assets ($B): 0.004643037 · Participants: 125Curate Partners LLC 401 K Profit Sharing Plan TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Curate Partners LLC 401 K Profit Sharing Plan Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Curate Partners LLC 401 K Profit Sharing Plan Trust side-by-side with 3 peers →

Curate Partners LLC 401 K Profit Sharing Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Durand, Inc 401(k) Profit Sharing Plan in NJ ($5M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Curate Partners LLC 401 K Profit Sharing Plan Trust assets move in 2024? ▼
Curate Partners LLC 401 K Profit Sharing Plan Trust edged up modestly - up 4.1% during 2024, from $4M to $5M. Reported net income was $181K.
How have Curate Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curate Partners LLC's sponsor-wide assets grew 29.4%, from $4M to $5M.
Which 401(k) plans are similar in size to Curate Partners LLC 401 K Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by assets is Durand, Inc 401(k) Profit Sharing Plan in NJ ($5M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Curate Partners LLC 401 K Profit Sharing Plan Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M 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 465538719.

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.