401(k) · DOL Form 5500 · 2024

Curt G. Joa, Inc. 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
246
Participants Below avg headcount
89th
Percentile by assets National rank
$338,821
Avg per participant High balance/head
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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.

  • #14,918 in Manufacturing (17,777 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 ~563 per filing). Assets: $83M.

#14,918
in Manufacturing (17,777 peers)
+8.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Curt G. Joa, Inc. Employees Trust Fund's outsized position by total assets

Curt G. Joa, Inc. Employees Trust Fund vs every filed plan by assets

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

$83,349,880 Top 11% higher than 89% 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

Curt G. Joa, Inc. Employees Trust Fund 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. Curt G. Joa, Inc. Employees Trust Fund sits mid-pack in the medium band (246 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390376520 · Curt G. Joa, Inc. PY 2024 · 401(k)

Curt G. Joa, Inc. Employees Trust Fund · $83M · 246 · 89th

  • NET $83M
  • BOOK 246
  • VS-ST 89th
  • BOY 401(k)
  • SCH near Worldwide Flight Services, Inc. 401(k) Plan
  • EBSA ind #14918

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 Manufacturing retirement plans → · Plans in Wisconsin →

Curt G. Joa, Inc. Employees Trust Fund in the asset neighbourhood

Oportun 401(k) Plan$83MCurt G. Joa, Inc. Employees Trust FundCurt G. Joa, Inc. Employees …$83MWorldwide Flight Services, Inc. 401(k) PlanWorldwide Flight Services, I…$83MPeopletec, Inc. 401(k) Plan$83MLabatt Food Service Employees' Profit Sharing PlanLabatt Food Service Employee…$83M
End-of-year total assets ($M) among Curt G. Joa, Inc. Employees Trust Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$83M
Net Income$6M
Employer EIN390376520
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Curt G. Joa, Inc.)

Sponsor-wide plan assets over time

All Curt G. Joa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 19.72819376924964% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $69.6M $83.4M ▲ +19.7%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Curt G. Joa, Inc. Employees Trust Fund, Total assets ($B): 0.08334988 · Participants: 246Curt G. Joa, Inc. Employees Trust FundAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Curt G. Joa, Inc. Employees Trust Fund vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Curt G. Joa, Inc. Employees Trust Fund side-by-side with 3 peers →

Curt G. Joa, Inc. Employees Trust Fund's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Worldwide Flight Services, Inc. 401(k) Plan in TX ($83M); by covered participants it is Russ' Restaurants Savings and Retirement Plan in MI (246 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($83M here).

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Curt G. Joa, Inc. Employees Trust Fund assets move in 2024? ▼
Curt G. Joa, Inc. Employees Trust Fund grew at a solid clip - up 8.4% during 2024, from $77M to $83M. Reported net income was $6M.
How have Curt G. Joa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Curt G. Joa, Inc.'s sponsor-wide assets grew 19.7%, from $70M to $83M.
Where does Curt G. Joa, Inc. Employees Trust Fund rank by assets among Form 5500 filers? ▼
Curt G. Joa, Inc. Employees Trust Fund ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Curt G. Joa, Inc. Employees Trust Fund? ▼
Among 401(k) plans in other states, the closest by assets is Worldwide Flight Services, Inc. 401(k) Plan in TX ($83M, 16,185 participants).
Which 401(k) plans cover a similar participant headcount to Curt G. Joa, Inc. Employees Trust Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Russ' Restaurants Savings and Retirement Plan in MI (246 participants, $6M 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 390376520.

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.