401(k) · DOL Form 5500 · 2024

Courtesy Corporation 401(k) Plan

Data updated 2026-08-11

$5M
Total assets
1,070
Participants
40th
Percentile by assets
$4,217
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Courtesy Corporation 401(k) Plan · Sponsored by Courtesy Corporation · Wisconsin · Food Services & Accommodation

$5M in assets, 1,070 participants

Courtesy Corporation's Courtesy Corporation 401(k) Plan reported $5M in total assets and 1,070 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • 40th percentile by assets (of 123,622 plans)
  • #2,755 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Courtesy Corporation 401(k) Plan ranks #2,755 of 3,672 2024 filers by assets (434% of the sector average)-$5M for 1,070 participants.

$5M
total plan assets (2024 EOY)
1,070
covered participants
40th
percentile by assets (of 123,622 plans)
$4,217
avg assets per participant

Where Courtesy Corporation 401(k) Plan sits by total assets

Courtesy Corporation 401(k) Plan vs every filed plan by assets

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

$4,512,660 40th percentile higher than 40% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Courtesy Corporation 401(k) Plan reported net income rose from $619K in the plan year 2023 filing to $824K in the plan year 2024 filing.
  • Courtesy Corporation 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Courtesy Corporation 401(k) Plan reported participants rose from 994 in the plan year 2023 filing to 1,070 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Food Services & Accommodation

Rank #2,755 in Food Services & Accommodation

Among 3,672 Food Services & Accommodation plans that filed a Form 5500 for plan year 2024, Courtesy Corporation 401(k) Plan ranks #2,755 by end-of-year assets - about 434% of the sector average of $20M. Nationally it sits in the 40th percentile, a stronger position within its industry than across all filers.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$824K
Employer EIN390963146
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Courtesy Corporation)

$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.07M $4.51M ▲ +46.9%
Total plan assets by year, all Courtesy Corporation plans on file
Year Plans Participants Total Assets
2022 1 948 $3M
2023 1 994 $4M
2024 1 1,070 $5M

Nearby 401(k) Plans in Wisconsin

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

Courtesy Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Courtesy Corporation…, Total assets ($B): 0.00451266 · Participants: 1070Courtesy Corporation…Advocate Aurora Heal…, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation …
Courtesy Corporation 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Courtesy Corporation 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Courtesy Corporation 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Courtesy Corporation 401(k) Plan assets move in 2024? ▼
Courtesy Corporation 401(k) Plan grew sharply - up 22.3% during 2024, from $4M to $5M. Reported net income was $824K.
How have Courtesy Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Courtesy Corporation's sponsor-wide assets grew 47.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Courtesy Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Consumer Shows LLC 401(k) Profit Sharing Plan & Trust in NY ($5M, 86 participants).

Next read for Courtesy Corporation 401(k) Plan

Filing takeaways

Ways to act on Courtesy Corporation 401(k) Plan's numbers.

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 390963146.

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.