401(k) · DOL Form 5500 · 2024

L.N. Curtis & Sons 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
297
Participants Below avg headcount
60th
Percentile by assets National rank
$40,667
Avg per participant Low balance/head
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Official DOL plan name: L.N. Curtis & Sons 401(k) Retirement Plan · Sponsored by L.N. Curtis & Sons · California · Retail Trade

$12M in assets, 297 participants

L.N. Curtis & Sons's L.N. Curtis & Sons 401(k) Retirement Plan reported $12M in total assets and 297 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,701 in Retail Trade (8,048 peers)

Coverage in California

L.N. Curtis & Sons 401(k) Retirement Plan covers 297 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $12M.

#5,701
in Retail Trade (8,048 peers)
+12.4%
assets growth YoY

L.N. Curtis & Sons 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

L.N. Curtis & Sons 401(k) Retirement Plan vs every filed plan by assets

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

$12,078,132 Top 40% higher than 60% 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

L.N. Curtis & Sons 401(k) Retirement 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. L.N. Curtis & Sons 401(k) Retirement Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • L.N. Curtis & Sons 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • L.N. Curtis & Sons 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • L.N. Curtis & Sons 401(k) Retirement Plan reported participants rose from 280 in the plan year 2023 filing to 297 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 941214350 · L.N. Curtis & Sons PY 2024 · 401(k)

L.N. Curtis & Sons 401(k) Retirement Plan · $12M · 297 · 60th

  • RANK $12M
  • RANK 297
  • RANK 60th
  • RANK 401(k)
  • RANK near Sunland Logistics Solutions, Inc. 401(k) Salary Reduction Plan & Trust
  • RANK ind #5701

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 Retail Trade retirement plans → · Plans in California →

L.N. Curtis & Sons 401(k) Retirement Plan in the asset neighbourhood

L.N. Curtis & Sons 401(k) Retirement PlanL.N. Curtis & Sons 401(k) Re…$12MSunland Logistics Solutions, Inc. 401(k) Salary Reduction Plan & TrustSunland Logistics Solutions,…$12MThirty-One Gifts 401(k) Plan$12MContinental Traffic Service, Inc. Salary Savings PlanContinental Traffic Service,…$12MTippmann Affiliated Group 401(k) Employees Retirement PlanTippmann Affiliated Group 40…$12M
End-of-year total assets ($M) among L.N. Curtis & Sons 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN941214350
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L.N. Curtis & Sons)

Sponsor-wide plan assets over time

All L.N. Curtis & Sons plans reported in each filing year

Latest sponsor-wide plan assets
$12M 38.927486464840214% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.69M $12.1M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 265 $9M
2023 1 280 $11M
2024 1 297 $12M

Nearby 401(k) Plans in California

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

L.N. Curtis & Sons 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants L.N. Curtis & Sons 401(k) Retirement Plan, Total assets ($B): 0.012078132 · Participants: 297L.N. Curtis & Sons 401(k) Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
L.N. Curtis & Sons 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare L.N. Curtis & Sons 401(k) Retirement Plan side-by-side with 3 peers →

L.N. Curtis & Sons 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sunland Logistics Solutions, Inc. 401(k) Salary Reduction Plan & Trust in SC ($12M); by covered participants it is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 L.N. Curtis & Sons 401(k) Retirement Plan assets move in 2024? ▼
L.N. Curtis & Sons 401(k) Retirement Plan grew at a solid clip - up 12.4% during 2024, from $11M to $12M. Reported net income was $1M.
How have L.N. Curtis & Sons plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L.N. Curtis & Sons's sponsor-wide assets grew 38.9%, from $9M to $12M.
Which 401(k) plans are similar in size to L.N. Curtis & Sons 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunland Logistics Solutions, Inc. 401(k) Salary Reduction Plan & Trust in SC ($12M, 475 participants).
Which 401(k) plans cover a similar participant headcount to L.N. Curtis & Sons 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants, $35M 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 941214350.

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.