Money Purchase · DOL Form 5500 · 2023

Exclusive Catering, Inc. Money Purchase Plan

Data updated 2026-08-25

$950K
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$316,818
Avg per participant High balance/head
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Official DOL plan name: Exclusive Catering Inc, Pension Plan Trust · Sponsored by Exclusive Catering, Inc. · Michigan · Food Services & Accommodation

$950K in assets, 3 participants

Exclusive Catering, Inc.'s Exclusive Catering Inc, Pension Plan Trust reported $950K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,241 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Exclusive Catering Inc, Pension Plan Trust ranks #2,241 of 3,828 2023 filers by assets (2059% of the sector average)-$950K for 3 participants.

#2,241
in Food Services & Accommodation (3,828 peers)
+32.2%
assets growth YoY

Exclusive Catering Inc, Pension Plan Trust among the smaller filed plans by assets

Exclusive Catering Inc, Pension Plan Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$950,455 23rd percentile higher than 23% of 127,068 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 2023

Exclusive Catering Inc, Pension Plan Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Exclusive Catering Inc, Pension Plan Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exclusive Catering Inc, Pension Plan Trust reported net income rose from -$31K in the plan year 2022 filing to $232K in the plan year 2023 filing.
  • Exclusive Catering Inc, Pension Plan Trust end-of-year assets rose from $719K in the plan year 2022 filing to $950K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 383177049 · Exclusive Catering, Inc. PY 2023 · Money Purchase

Exclusive Catering Inc, Pension Plan Trust · $950K · 3 · 23rd

  • ASSETS $950K
  • ASSETS 3
  • ASSETS 23rd
  • ASSETS Money Purchase
  • ASSETS near Retirement Plan of Alison M. Byers Separate Trust No. 1
  • ASSETS ind #2241

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 Michigan →

Exclusive Catering Inc, Pension Plan Trust in the asset neighbourhood

Exclusive Catering Inc, Pension Plan TrustExclusive Catering Inc, Pens…$950KRetirement Plan of Alison M. Byers Separate Trust No. 1Retirement Plan of Alison M.…$949KRetirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 1Retirement Plan of W. Russel…$948KNeuro Diagnostico Del Oeste, Csp Retirement PlanNeuro Diagnostico Del Oeste,…$947KHillcrest Farm Money Purchase Pension PlanHillcrest Farm Money Purchas…$945K
End-of-year total assets ($M) among Exclusive Catering Inc, Pension Plan Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$719K
Net Assets (End of Year)$950K
Net Income$232K
Employer EIN383177049
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exclusive Catering, Inc.)

Sponsor-wide plan assets over time

All Exclusive Catering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 69.67626694934707% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.72M $1.22M ▲ +69.4%
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 Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.5 Total assets ($B) Participants Exclusive Catering Inc, Pension Plan Trust, Total assets ($B): 0.000950455 · Participants: 3Exclusive Catering Inc, Pension Plan TrustCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.421429732 · Participants: 31968Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.50045968 · Participants: 17454Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($B): 0.305771293 · Participants: 2267Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.236635964 · Participants: 7464Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.226480347 · Participants: 1081P & M Holding Group, LLP & Affiliated Entities Pension Plan
Exclusive Catering Inc, Pension Plan Trust vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Exclusive Catering Inc, Pension Plan Trust side-by-side with 3 peers →

Exclusive Catering Inc, Pension Plan Trust's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Retirement Plan of Alison M. Byers Separate Trust No. 1 in PA ($949K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Exclusive Catering Inc, Pension Plan Trust assets move in 2023? ▼
Exclusive Catering Inc, Pension Plan Trust surged - up 32.2% during 2023, from $719K to $950K. Reported net income was $232K.
How have Exclusive Catering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exclusive Catering, Inc.'s sponsor-wide assets grew 69.7%, from $719K to $1M.
Where does Exclusive Catering Inc, Pension Plan Trust rank by assets among Form 5500 filers? ▼
Exclusive Catering Inc, Pension Plan Trust ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Exclusive Catering Inc, Pension Plan Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Retirement Plan of Alison M. Byers Separate Trust No. 1 in PA ($949K, 15 participants).
Which Money Purchase plans cover a similar participant headcount to Exclusive Catering Inc, Pension Plan Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 383177049.

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.