401(k) · DOL Form 5500 · 2023

Suzy, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
266
Participants Below avg headcount
65th
Percentile by assets National rank
$50,572
Avg per participant Low balance/head
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Official DOL plan name: Suzy, Inc. 401(k) Plan · Sponsored by Suzy, Inc. · New York · Professional & Technical Services

$13M in assets, 266 participants

Suzy, Inc.'s Suzy, Inc. 401(k) Plan reported $13M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,050 in Professional & Technical Services (20,321 peers)

Coverage in New York

Suzy, Inc. 401(k) Plan covers 266 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $13M.

#13,050
in Professional & Technical Services (20,321 peers)
+65.2%
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 2023 · DOL Form 5500

$13,452,184 Top 35% higher than 65% 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

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

Plan-year 2023 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 (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Suzy, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Suzy, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Suzy, Inc. 401(k) Plan reported participants rose from 224 in the plan year 2022 filing to 266 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 452873420 · Suzy, Inc. PY 2023 · 401(k)

Suzy, Inc. 401(k) Plan · $13M · 266 · 65th

  • PART $13M
  • PART 266
  • PART 65th
  • PART 401(k)
  • PART near Janie and Jack, LLC 401(k) Retirement Plan
  • PART ind #13050

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$13MJanie and Jack, LLC 401(k) Retirement PlanJanie and Jack, LLC 401(k) R…$13MSpirit Realty Capital, Inc. 401(k) PlanSpirit Realty Capital, Inc. …$13MEmployees' Savings Plan of Standard Laboratories, Inc.Employees' Savings Plan of S…$13MWeinstein Properties Employees' 401(k) PlanWeinstein Properties Employe…$13M
End-of-year total assets ($M) among Suzy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$13M
Net Income$5M
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 -20020406080 Total assets ($B) Participants Suzy, Inc. 401(k) Plan, Total assets ($B): 0.013452184 · Participants: 266Suzy, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The 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 Janie and Jack, LLC 401(k) Retirement Plan in CA ($13M); by covered participants it is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Suzy, Inc. 401(k) Plan assets move in 2023? ▼
Suzy, Inc. 401(k) Plan surged - up 65.2% during 2023, from $8M to $13M. Reported net income was $5M.
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 Janie and Jack, LLC 401(k) Retirement Plan in CA ($13M, 407 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 First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants, N/A 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 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.