ESOP · DOL Form 5500 · 2024
Curtis Restaurant Equipment, Inc. ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 57
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $97,289
- Avg per participant Below avg balance/head
Official DOL plan name: Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Curtis Restaurant Equipment, Inc. · Oregon · Wholesale Trade
$6M in assets, 57 participants
Curtis Restaurant Equipment, Inc.'s Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust reported $6M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #2,038 in Wholesale Trade (6,080 peers)
Curtis Restaurant Equipment, Inc. multi-year trail
Curtis Restaurant Equipment, Inc.'s plans moved -16.7% in assets from 2022 to 2024; this filing shows Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust at $6M / 57 participants.
- #2,038
- in Wholesale Trade (6,080 peers)
- -26.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,545,455 44th percentile higher than 44% 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 Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust is a small filing (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $970K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 930644883 · Curtis Restaurant Equipment, Inc. PY 2024 · ESOP
Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust · $6M · 57 · 44th
- NET $6M
- NET 57
- NET 44th
- NET ESOP
- NET near Flying S, Inc. Employee Stock Ownership Plan
- NET ind #2038
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 What is an ESOP? → · Plans in Oregon →
Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Curtis Restaurant Equipment, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Curtis Restaurant Equipment, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 16.722018078173964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $7M |
| 2023 | 1 | 57 | $8M |
| 2024 | 1 | 57 | $6M |
Curtis Restaurant Equipment, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$2M |
| Employer EIN | 930644883 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Oregon
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $315M · 547
- Pacific Industrial Corp. Employee Stock Ownership Plan $251M · 73
- Bi-Mart Corporation Employee Stock Ownership Plan $141M · 2,070
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $102M · 209
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $99M · 195
Curtis Restaurant Equipment, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Oregon, the nearest ESOP by assets is Flying S, Inc. Employee Stock Ownership Plan in IL ($6M); by covered participants it is Ma Bank Employee Stock Ownership Plan in MO (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.
- Ma Bank Employee Stock Ownership Plan (MO) 57 · 0 off
- Maclease, Inc. Employee Stock Ownership Plan (VA) 57 · 0 off
- Eei Employee Stock Ownership Plan (CO) 57 · 0 off
- Brockway-Smith Company Profit Sharing Plan & Trust (MA) 57 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.