Profit Sharing · DOL Form 5500 · 2024
Curtis,Bailey,Exelby&sposito PC Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $606,046
- Avg per participant High balance/head
Official DOL plan name: Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust · Sponsored by Curtis,Bailey,Exelby&sposito PC · Michigan · Professional & Technical Services
$3M in assets, 5 participants
Curtis,Bailey,Exelby&sposito PC's Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust reported $3M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #6,191 in Professional & Technical Services (20,173 peers)
Curtis,Bailey,Exelby&sposito PC multi-year trail
Curtis,Bailey,Exelby&sposito PC's plans moved +26.4% in assets from 2022 to 2024; this filing shows Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust at $3M / 5 participants.
- #6,191
- in Professional & Technical Services (20,173 peers)
- +8.8%
- assets growth YoY
Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,030,230 34th percentile higher than 34% 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,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust reported net income fell from $392K in the plan year 2023 filing to $248K in the plan year 2024 filing.
- Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 381988006 · Curtis,Bailey,Exelby&sposito PC PY 2024 · Profit Sharing
Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust · $3M · 5 · 34th
- SCH $3M
- SCH 5
- SCH 34th
- SCH Profit Sharing
- SCH near Shelter, Inc. Employee Retirement 403(b) Plan
- SCH ind #6191
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 Michigan →
Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust in the asset neighbourhood
Curtis,Bailey,Exelby&sposito PC multi-year asset trail
Sponsor-wide plan assets over time
All Curtis,Bailey,Exelby&sposito PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 26.437913473795334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 4 | $3M |
| 2024 | 1 | 5 | $3M |
Curtis,Bailey,Exelby&sposito PC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $248K |
| Employer EIN | 381988006 |
| Plan Effective Date | 1973-01-06 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.8B · 13,461
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $340M · 1,472
- Iron Workers Defined Contribution Pension Fund Plan $232M · 5,319
- NECA-IBEW Memphis Retirement Plan $230M · 2,755
- Plumbers and Pipefitters Local Union 520 Annuity Plan $220M · 1,639
Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Shelter, Inc. Employee Retirement 403(b) Plan in CA ($3M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.