401(k) · DOL Form 5500 · 2024

Suzy, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 244
Participants Below avg headcount: 68th
Percentile by assets National rank: $73,919
Avg per participant Below avg balance/head

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Official DOL plan name: Suzy, Inc. 401(k) Plan · Sponsored by Suzy, Inc. · New York · Professional & Technical Services

$18M in assets, 244 participants

Suzy, Inc.'s Suzy, Inc. 401(k) Plan reported $18M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

#13,606 in Professional & Technical Services (20,173 peers)

Coverage in New York

Suzy, Inc. 401(k) Plan covers 244 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $18M.

#13,606
in Professional & Technical Services (20,173 peers): +34.1%
assets growth YoY

Suzy, Inc. 401(k) Plan's outsized position by total assets

Suzy, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,036,141 Top 32% higher than 68% 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

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

Plan-year 2024 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 (244 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Suzy, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Suzy, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Suzy, Inc. 401(k) Plan reported participants fell from 266 in the plan year 2023 filing to 244 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 452873420 · Suzy, Inc. PY 2024 · 401(k)

Suzy, Inc. 401(k) Plan · $18M · 244 · 68th

RANK $18M
PHOTO 244
IND 68th
EOY 401(k)
5500 near Ehs Support, LLC Retirement Savings Plan
ASSETS ind #13606

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 →

End-of-year total assets ($M) among Suzy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$18M
Net Income	$5M
Employer EIN	452873420
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Suzy, Inc.)

Latest sponsor-wide plan assets: $18M 121.42696754602866% vs 2022; 2024 filing year

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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

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 Ehs Support, LLC Retirement Savings Plan in PA ($18M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (244 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Ehs Support, LLC Retirement Savings Plan (PA) $18M · 118
Benfield Electric Company, Inc. 401(k) Profit Sharing Plan (MD) $18M · 204
Loffredo Gardens Inc. Profit Sharing Plan (IA) $18M · 399
Yash Technologies, Inc. 401(k) Profit Sharing Plan (IL) $18M · 259

Similar participant headcount

Nearest other-state filings by covered participants (244 participants); asset peers above are excluded.

Cansortium Holdings 401(k) Plan (FL) 244 · 0 off
Envision Aesc US, LLC 401(k) Plan (TN) 244 · 0 off
D & D Gear, Inc. 401(k) Profit Sharing Plan (CA) 244 · 0 off
Peoples Mortgage 401(k) Plan (AZ) 244 · 0 off

DOL Form 5500 plan year 2024. 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 2024? ▼

Suzy, Inc. 401(k) Plan surged - up 34.1% during 2024, from $13M to $18M. 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 Ehs Support, LLC Retirement Savings Plan in PA ($18M, 118 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 Cansortium Holdings 401(k) Plan in FL (244 participants, $165K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 452873420.