401(k) · DOL Form 5500 · 2023
Susan Gage Caterer, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $78,456
- Avg per participant Below avg balance/head
Official DOL plan name: Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan · Sponsored by Susan Gage Caterer, Inc. · Maryland · Food Services & Accommodation
$9M in assets, 120 participants
Susan Gage Caterer, Inc.'s Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #3,278 in Food Services & Accommodation (3,828 peers)
Coverage in Maryland
Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan covers 120 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $9M.
- #3,278
- in Food Services & Accommodation (3,828 peers)
- +16.0%
- assets growth YoY
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 2023 · DOL Form 5500
$9,414,717 Top 43% higher than 57% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Susan Gage Caterer, Inc. 401(k) Profit Sharing 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. Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (120 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan reported participants rose from 104 in the plan year 2022 filing to 120 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 521662870 · Susan Gage Caterer, Inc. PY 2023 · 401(k)
Susan Gage Caterer, Inc. 401(k) Profit Sharing Plan · $9M · 120 · 57th
- SCH $9M
- SCH 120
- SCH 57th
- SCH 401(k)
- SCH near Remke Markets, Inc. Employees Profit Sharing and Savings Plan
- SCH ind #3278
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
Maryland filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 521662870 |
| Plan Effective Date | 1989-12-01 |
| Filing Status | FILING 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
| 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.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
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 Remke Markets, Inc. Employees Profit Sharing and Savings Plan in OH ($9M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Southgroup 401(k) Plan (MS) 120 · 0 off
- Southwest Hazard Control, Inc. Employees' Savings and Profit Sharing Plan (AZ) 120 · 0 off
- Sloat Garden Center, Inc. Profit Sharing Plan (CA) 120 · 0 off
- C S T & T Co. 401(k) Plan (NY) 120 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.