Money Purchase · DOL Form 5500 · 2024
Exclusive Catering, Inc. Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 3
- Participants
- 25th
- Percentile by assets
- $406,563
- Avg per participant
Official DOL plan name: Exclusive Catering Inc, Pension Plan Trust · Sponsored by Exclusive Catering, Inc. · Michigan · Food Services & Accommodation
$1M in assets, 3 participants
Exclusive Catering, Inc.'s Exclusive Catering Inc, Pension Plan Trust reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- 25th percentile by assets (of 123,622 plans)
- #2,189 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Exclusive Catering Inc, Pension Plan Trust ranks #2,189 of 3,672 2024 filers by assets (1604% of the sector average)-$1M for 3 participants.
- $1M
- total plan assets (2024 EOY)
- 3
- covered participants
- 25th
- percentile by assets (of 123,622 plans)
- $406,563
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Exclusive Catering Inc, Pension Plan Trust end-of-year assets rose from $950K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Exclusive Catering Inc, Pension Plan Trust reported net income rose from $232K in the plan year 2023 filing to $269K in the plan year 2024 filing.
Rank #2,189 in Food Services & Accommodation
Among 3,672 Food Services & Accommodation plans that filed a Form 5500 for plan year 2024, Exclusive Catering Inc, Pension Plan Trust ranks #2,189 by end-of-year assets - about 1604% of the sector average of $20M. Nationally it sits in the 25th percentile, a stronger position within its industry than across all filers.
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $950K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $269K |
| 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
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan $1.6B · 35,197
- Michigan Regional Council of Carpenters' Annuity Fund $531M · 17,855
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $250M · 1,182
- Operating Engineers' Local 324, Defined Contribution Pension Plan $248M · 7,667
- Michigan Laborers' Annuity Fund $129M · 4,355
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.
Frequently Asked Questions
How did Exclusive Catering Inc, Pension Plan Trust assets move in 2024? ▼
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? ▼
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Filing takeaways
Ways to act on Exclusive Catering Inc, Pension Plan Trust's numbers.
- By total assets, Exclusive Catering Inc, Pension Plan Trust ranks in the lower half of filed plans by assets. 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