401(k) · DOL Form 5500 · 2024

The Curtis Institute of Music 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
62
Participants Small participant base
62nd
Percentile by assets National rank
$217,358
Avg per participant Above avg balance/head
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Official DOL plan name: The Curtis Institute of Music Retirement Plan · Sponsored by The Curtis Institute of Music · Pennsylvania · Educational Services

$13M in assets, 62 participants

The Curtis Institute of Music's The Curtis Institute of Music Retirement Plan reported $13M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,629 in Educational Services (3,638 peers)

The Curtis Institute of Music multi-year trail

The Curtis Institute of Music's plans moved +44.1% in assets from 2022 to 2024; this filing shows The Curtis Institute of Music Retirement Plan at $13M / 62 participants.

#1,629
in Educational Services (3,638 peers)
+15.1%
assets growth YoY

The Curtis Institute of Music Retirement Plan's mid-pack asset rank among Educational Services and all filers

The Curtis Institute of Music Retirement Plan vs every filed plan by assets

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

$13,476,206 Top 38% higher than 62% 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

The Curtis Institute of Music Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Curtis Institute of Music Retirement Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Curtis Institute of Music Retirement Plan reported participants rose from 38 in the plan year 2023 filing to 62 in the plan year 2024 filing.
  • The Curtis Institute of Music Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Curtis Institute of Music Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 231585611 · The Curtis Institute of Music PY 2024 · 401(k)

The Curtis Institute of Music Retirement Plan · $13M · 62 · 62nd

  • PHOTO $13M
  • IND 62
  • EOY 62nd
  • 5500 401(k)
  • ASSETS near Mount Carmel Academy 401(k) Plan
  • PCT ind #1629

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 Educational Services retirement plans → · Plans in Pennsylvania →

The Curtis Institute of Music Retirement Plan in the asset neighbourhood

The Curtis Institute of Music Retirement PlanThe Curtis Institute of Musi…$13MMount Carmel Academy 401(k) PlanMount Carmel Academy 401(k) …$13MAmerican Academy of Pediatric Dentistry 401(k) PlanAmerican Academy of Pediatri…$13MSemperis Technologies Inc 401(k) Profit Sharing Plan & TrustSemperis Technologies Inc 40…$13MKenover Marketing Corp. 401(k) PlanKenover Marketing Corp. 401(…$13M
End-of-year total assets ($M) among The Curtis Institute of Music Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Curtis Institute of Music multi-year asset trail

Sponsor-wide plan assets over time

All The Curtis Institute of Music plans reported in each filing year

Latest sponsor-wide plan assets
$13M 44.064091077559624% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.35M $13.5M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 39 $9M
2023 1 38 $12M
2024 1 62 $13M

The Curtis Institute of Music filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN231585611
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

The Curtis Institute of Music Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Curtis Institute of Music Retirement Plan, Total assets ($B): 0.013476206 · Participants: 62The Curtis Institute of Music Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
The Curtis Institute of Music Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Curtis Institute of Music Retirement Plan side-by-side with 3 peers →

The Curtis Institute of Music Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mount Carmel Academy 401(k) Plan in LA ($13M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 The Curtis Institute of Music Retirement Plan assets move in 2024? ▼
The Curtis Institute of Music Retirement Plan grew sharply - up 15.1% during 2024, from $12M to $13M. Reported net income was $2M.
How have The Curtis Institute of Music plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Curtis Institute of Music's sponsor-wide assets grew 44.1%, from $9M to $13M.
Which 401(k) plans are similar in size to The Curtis Institute of Music Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mount Carmel Academy 401(k) Plan in LA ($13M, 184 participants).
Which 401(k) plans cover a similar participant headcount to The Curtis Institute of Music Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 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 231585611.

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.