Money Purchase · DOL Form 5500 · 2024
Exclusive Catering, Inc. Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $406,563
- Avg per participant High balance/head
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.
- #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.
- #2,189
- in Food Services & Accommodation (3,672 peers)
- +28.3%
- 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 2024 · DOL Form 5500
$1,219,689 25th percentile higher than 25% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Exclusive Catering Inc, Pension Plan Trust among micro filed plans by headcount
Plan-year 2024 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 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.
EBSA filing schedule strip
Filing strip 383177049 · Exclusive Catering, Inc. PY 2024 · Money Purchase
Exclusive Catering Inc, Pension Plan Trust · $1M · 3 · 25th
- 5500 $1M
- 5500 3
- 5500 25th
- 5500 Money Purchase
- 5500 near Anthony Palmieri, Dmd Money Purchase Pension Plan
- 5500 ind #2189
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
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.)
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
| 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.
- 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
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 Anthony Palmieri, Dmd Money Purchase Pension Plan in PA ($1M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.