401(k) · DOL Form 5500 · 2024
Curt G. Joa, Inc. 401(k) Plan
Data updated 2026-08-06
- $83M
- Total assets
- 246
- Participants
- 89th
- Percentile by assets
- $338,821
- Avg per participant
Official DOL plan name: Curt G. Joa, Inc. Employees Trust Fund · Sponsored by Curt G. Joa, Inc. · Wisconsin · Manufacturing
$83M in assets, 246 participants
Curt G. Joa, Inc.'s Curt G. Joa, Inc. Employees Trust Fund reported $83M in total assets and 246 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 116,472 plans)
- #14,138 in Manufacturing (16,886 peers)
Coverage in Wisconsin
Curt G. Joa, Inc. Employees Trust Fund covers 246 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~565 per filing). Assets: $83M.
- $83M
- total plan assets (2024 EOY)
- 246
- covered participants
- 89th
- percentile by assets (of 116,472 plans)
- $338,821
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Curt G. Joa, Inc. Employees Trust Fund reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Curt G. Joa, Inc. Employees Trust Fund end-of-year assets rose from $77M in the plan year 2023 filing to $83M in the plan year 2024 filing.
- Curt G. Joa, Inc. Employees Trust Fund reported participants fell from 264 in the plan year 2023 filing to 246 in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Curt G. Joa, Inc. Employees Trust Fund reports 246 participants - about 44% of that state average ($83M EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $6M |
| Employer EIN | 390376520 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Curt G. Joa, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 261 | $70M |
| 2023 | 1 | 264 | $77M |
| 2024 | 1 | 246 | $83M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Curt G. Joa, Inc. Employees Trust Fund vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Curt G. Joa, Inc. Employees Trust Fund by total assets, not by location.
- Worldwide Flight Services, Inc. 401(k) Plan (TX) $83M · 16,185
- Peopletec, Inc. 401(k) Plan (AL) $83M · 585
- Oportun 401(k) Plan (CA) $83M · 912
- Labatt Food Service Employees' Profit Sharing Plan (TX) $83M · 1,219
Frequently Asked Questions
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Next read for Curt G. Joa, Inc. Employees Trust Fund
Filing takeaways
Ways to act on Curt G. Joa, Inc. Employees Trust Fund's numbers.
- By total assets, Curt G. Joa, Inc. Employees Trust Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Curt G. Joa, Inc.'s sponsor-wide assets have grown 19.7% since 2022 across 3 plan years on file. More Manufacturing plans