401(k) · DOL Form 5500 · 2022

Susan Gage Caterer, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
104
Participants Small participant base
61st
Percentile by assets National rank
$78,025
Avg per participant Below avg balance/head
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Official DOL plan name: Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan · Sponsored by Susan Gage Caterer, Inc. · Maryland · Food Services & Accommodation

$8M in assets, 104 participants

Susan Gage Caterer, Inc.'s Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 104 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.

  • #4,022 in Food Services & Accommodation (4,592 peers)

Coverage in Maryland

Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan covers 104 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $8M.

#4,022
in Food Services & Accommodation (4,592 peers)
-19.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,114,627 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

Susan Gage Caterer, Inc. 401(k) Profit Sharing 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. Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (104 participants).

Plan-year Form 5500 strip

Filing strip 521662870 · Susan Gage Caterer, Inc. PY 2022 · 401(k)

Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan · $8M · 104 · 61st

  • BOY $8M
  • BOY 104
  • BOY 61st
  • BOY 401(k)
  • BOY near Smart Circle International, LLC 401(k) Plan
  • BOY ind #4022

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 Food Services & Accommodation retirement plans → · Plans in Maryland →

Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Susan Gage Caterer, Inc. 401(k) Profit Sharing PlanSusan Gage Caterer, Inc. 401…$8MSmart Circle International, LLC 401(k) PlanSmart Circle International, …$8MMichigan Spine & Brain Surgeons, PLLC Profit Sharing Plan & TrustMichigan Spine & Brain Surge…$8MViking Drill & Tool, Inc. Factory Employees Retirement/Savings PlanViking Drill & Tool, Inc. Fa…$8MAxial Financial Group 401(k) Profit Sharing PlanAxial Financial Group 401(k)…$8M
End-of-year total assets ($M) among Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN521662870
Plan Effective Date1989-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Susan Gage Caterer, Inc.)

Sponsor-wide plan assets over time

All Susan Gage Caterer, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 13.824862190215272% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M$10M 202220232024 $8.11M $9.24M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 104 $8M
2023 1 120 $9M
2024 1 134 $9M

Nearby 401(k) Plans in Maryland

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

Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008114627 · Participants: 104Susan Gage Caterer, Inc. 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Smart Circle International, LLC 401(k) Plan in CA ($8M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan declined sharply - down 19.9% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Susan Gage Caterer, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Susan Gage Caterer, Inc.'s sponsor-wide assets grew 13.8%, from $8M to $9M.
Which 401(k) plans are similar in size to Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smart Circle International, LLC 401(k) Plan in CA ($8M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 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 521662870.

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.