401(k) · DOL Form 5500 · 2024
Curtis Corp 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 215
- Participants Below avg headcount
- 31st
- Percentile by assets National rank
- $10,503
- Avg per participant Low balance/head
Official DOL plan name: Werner Auto Team 401(k) Plan · Sponsored by Curtis Corp · Georgia · Retail Trade
$2M in assets, 215 participants
Curtis Corp's Werner Auto Team 401(k) Plan reported $2M in total assets and 215 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #3,450 in Retail Trade (8,048 peers)
Coverage in Georgia
Werner Auto Team 401(k) Plan covers 215 participants in Georgia, about 20% of the average Georgia filer (state average ~1,096 per filing). Assets: $2M.
- #3,450
- in Retail Trade (8,048 peers)
- +39.2%
- assets growth YoY
Werner Auto Team 401(k) Plan among the smaller filed plans by assets
Werner Auto Team 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,258,144 31st percentile higher than 31% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Werner Auto Team 401(k) 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. Werner Auto Team 401(k) Plan sits mid-pack in the medium band (215 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Werner Auto Team 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Werner Auto Team 401(k) Plan reported net income fell from $866K in the plan year 2023 filing to $636K in the plan year 2024 filing.
- Werner Auto Team 401(k) Plan reported participants rose from 195 in the plan year 2023 filing to 215 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 470719397 · Curtis Corp PY 2024 · 401(k)
Werner Auto Team 401(k) Plan · $2M · 215 · 31st
- 5500 $2M
- ASSETS 215
- PCT 31st
- EIN 401(k)
- RANK near Seth Schonwald 401(k) Plan
- PHOTO ind #3450
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 Georgia →
Werner Auto Team 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $636K |
| Employer EIN | 470719397 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Curtis Corp)
Sponsor-wide plan assets over time
All Curtis Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 198.3872523563558% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 161 | $757K |
| 2023 | 1 | 195 | $2M |
| 2024 | 1 | 215 | $2M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Werner Auto Team 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Seth Schonwald 401(k) Plan in MA ($2M); by covered participants it is Systel Business Equipment Co., Inc. 401(k) Psp in NC (215 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.
- Systel Business Equipment Co., Inc. 401(k) Psp (NC) 215 · 0 off
- Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan (CA) 215 · 0 off
- Slawson Companies, Inc. Tax Advantage Plan (KS) 215 · 0 off
- Keystone Technologies, LLC 401(k) Plan (PA) 215 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.