Money Purchase · DOL Form 5500 · 2022
Exclusive Catering, Inc. Money Purchase Plan
Data updated 2026-08-11
- $719K
- Total assets
- 3
- Participants
- 22nd
- Percentile by assets
- $239,611
- Avg per participant
Official DOL plan name: Exclusive Catering Inc, Pension Plan Trust · Sponsored by Exclusive Catering, Inc. · Michigan · Food Services & Accommodation
$719K in assets, 3 participants
Exclusive Catering, Inc.'s Exclusive Catering Inc, Pension Plan Trust reported $719K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.
- 22nd percentile by assets (of 139,126 plans)
- #2,449 in Food Services & Accommodation (4,592 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Exclusive Catering Inc, Pension Plan Trust ranks #2,449 of 4,592 2022 filers by assets (2722% of the sector average)-$719K for 3 participants.
- $719K
- total plan assets (2022 EOY)
- 3
- covered participants
- 22nd
- percentile by assets (of 139,126 plans)
- $239,611
- avg assets per participant
The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Exclusive Catering Inc, Pension Plan Trust sits by total assets
Exclusive Catering Inc, Pension Plan Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$718,833 22nd percentile higher than 22% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rank #2,449 in Food Services & Accommodation
Among 4,592 Food Services & Accommodation plans that filed a Form 5500 for plan year 2022, Exclusive Catering Inc, Pension Plan Trust ranks #2,449 by end-of-year assets - about 2722% of the sector average of $20M. Nationally it sits in the 22nd percentile, a stronger position within its industry than across all filers.
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $750K |
|---|---|
| Net Assets (End of Year) | $719K |
| Net Income | -$31K |
| Employer EIN | 383177049 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Exclusive Catering, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $719K |
| 2023 | 1 | 3 | $950K |
| 2024 | 1 | 3 | $1M |
Nearby Money Purchase Plans in Michigan
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Exclusive Catering Inc, Pension Plan Trust vs. nearby Money Purchase plans in Michigan, assets vs. participants
- Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan $856M · 30,438
- Michigan Regional Council of Carpenters' Annuity Fund $442M · 19,164
- Millwrights' Local 1102 Supplemental Pension Fund $280M · 2,541
- Operating Engineers' Local 324, Defined Contribution Pension Plan $221M · 7,312
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $210M · 1,012
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Exclusive Catering Inc, Pension Plan Trust by total assets, not by location.
- Teamsters Local 731 Severance & Retirement Plan (IL) $722K · 28
- John P Wiese Fisheries (AK) $723K · 1
- Allied Builders Supply Corp. Pension Plan (NY) $728K · 7
- Mc Connie Insurance Corp. Retirement Plan (PR) $709K · 1
Frequently Asked Questions
How did Exclusive Catering Inc, Pension Plan Trust assets move in 2022? ▼
How have Exclusive Catering, Inc. plan assets changed over time? ▼
Where does Exclusive Catering Inc, Pension Plan Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Exclusive Catering Inc, Pension Plan Trust? ▼
Next read for Exclusive Catering Inc, Pension Plan Tru…
Filing takeaways
Ways to act on Exclusive Catering Inc, Pension Plan Trust's numbers.
- By total assets, Exclusive Catering Inc, Pension Plan Trust ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Michigan. Compare plans
- Exclusive Catering, Inc.'s sponsor-wide assets have grown 69.7% since 2022 across 3 plan years on file. More Food Services & Accommodation plans