401(k) · DOL Form 5500 · 2022

Suzy, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
224
Participants Below avg headcount
61st
Percentile by assets National rank
$36,363
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Suzy, Inc. 401(k) Plan · Sponsored by Suzy, Inc. · New York · Professional & Technical Services

$8M in assets, 224 participants

Suzy, Inc.'s Suzy, Inc. 401(k) Plan reported $8M in total assets and 224 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,713 in Professional & Technical Services (21,562 peers)

Coverage in New York

Suzy, Inc. 401(k) Plan covers 224 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $8M.

#12,713
in Professional & Technical Services (21,562 peers)
+31.5%
assets growth YoY

Suzy, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Suzy, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,145,413 Top 39% higher than 61% of 139,123 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 2022

Suzy, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Suzy, Inc. 401(k) Plan sits mid-pack in the medium band (224 participants).

Form 5500 schedule snapshot

Filing strip 452873420 · Suzy, Inc. PY 2022 · 401(k)

Suzy, Inc. 401(k) Plan · $8M · 224 · 61st

  • NET $8M
  • NET 224
  • NET 61st
  • NET 401(k)
  • NET near American Financial Services Association 401(k) Savings Plan
  • NET ind #12713

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 Professional & Technical Services retirement plans → · Plans in New York →

Suzy, Inc. 401(k) Plan in the asset neighbourhood

Suzy, Inc. 401(k) Plan$8MAmerican Financial Services Association 401(k) Savings PlanAmerican Financial Services …$8MCentral California Child Dev. Serv. Inc. Retirement Savings PlanCentral California Child Dev…$8MThames Batre Insurance 401(k) PlanThames Batre Insurance 401(k…$8MLeoni Engineering Products & Services Inc 401(k) PlanLeoni Engineering Products &…$8M
End-of-year total assets ($M) among Suzy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN452873420
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Suzy, Inc.)

Sponsor-wide plan assets over time

All Suzy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 121.42696754602866% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.15M $18M ▲ +121.3%
Year Plans Participants Total Assets
2022 1 224 $8M
2023 1 266 $13M
2024 1 244 $18M

Nearby 401(k) Plans in New York

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

Suzy, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Suzy, Inc. 401(k) Plan, Total assets ($B): 0.008145413 · Participants: 224Suzy, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Suzy, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Suzy, Inc. 401(k) Plan side-by-side with 3 peers →

Suzy, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is American Financial Services Association 401(k) Savings Plan in DC ($8M); by covered participants it is The Bell Company, LLC 401(k) Plan in PA (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Suzy, Inc. 401(k) Plan assets move in 2022? ▼
Suzy, Inc. 401(k) Plan surged - up 31.5% during 2022, from $6M to $8M. Reported net income was $2M.
How have Suzy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suzy, Inc.'s sponsor-wide assets grew 121.4%, from $8M to $18M.
Which 401(k) plans are similar in size to Suzy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Financial Services Association 401(k) Savings Plan in DC ($8M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Suzy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bell Company, LLC 401(k) Plan in PA (224 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 452873420.

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.