Defined Benefit (Pension) · DOL Form 5500 · 2022

White Castle System, Inc. Pension Plan

Data updated 2026-08-25

$172M
Total assets Near avg plan size
2,126
Participants Near avg headcount
95th
Percentile by assets National rank
$80,755
Avg per participant Below avg balance/head
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Official DOL plan name: White Castle Pension Plan and Trust · Sponsored by White Castle System, Inc. · Ohio · Food Services & Accommodation

$172M in assets, 2,126 participants

White Castle System, Inc.'s White Castle Pension Plan and Trust reported $172M in total assets and 2,126 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #4,538 in Food Services & Accommodation (4,592 peers)

Coverage in Ohio

White Castle Pension Plan and Trust covers 2,126 participants in Ohio, 2.8x the typical Ohio plan (state average ~765 per filing). Assets: $172M.

#4,538
in Food Services & Accommodation (4,592 peers)
-32.3%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $82M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

White Castle Pension Plan and Trust's outsized position by total assets

White Castle Pension Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$171,684,340 Top 5% higher than 95% of 139,123 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 2022

White Castle Pension Plan and Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. White Castle Pension Plan and Trust lands in the large band (2,126 participants).

Form 5500 schedule snapshot

Filing strip 314340520 · White Castle System, Inc. PY 2022 · Defined Benefit (Pension)

White Castle Pension Plan and Trust · $172M · 2,126 · 95th

  • PHOTO $172M
  • PHOTO 2,126
  • PHOTO 95th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Iron Workers District Council of Western New York and Vicinity Pension Plan
  • PHOTO ind #4538

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 Ohio →

White Castle Pension Plan and Trust in the asset neighbourhood

Alstom Inc. Cash Balance Pension PlanAlstom Inc. Cash Balance Pen…$172MIron Workers District Council of Western New York and Vicinity Pension PlanIron Workers District Counci…$172MWhite Castle Pension Plan and TrustWhite Castle Pension Plan an…$172MUfcw Pharmacists, Clerks and Drug Employers Pension TrustUfcw Pharmacists, Clerks and…$172MMonongalia Health System, Inc. Retirement PlanMonongalia Health System, In…$171M
End-of-year total assets ($M) among White Castle Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$254M
Net Assets (End of Year)$172M
Net Income-$82M
Employer EIN314340520
Plan Effective Date1942-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (White Castle System, Inc.)

Sponsor-wide plan assets over time

All White Castle System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$441M 8.337493578926614% vs 2022
2024 filing year
$400M$420M$440M$460M 202220232024 $407M $441M ▲ +8.3%
Year Plans Participants Total Assets
2022 3 8,304 $407M
2023 3 7,994 $436M
2024 3 8,145 $441M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

White Castle Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -202468 Total assets ($B) Participants White Castle Pension Plan and Trust, Total assets ($B): 0.17168434 · Participants: 2126White Castle Pension Plan and TrustFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
White Castle Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare White Castle Pension Plan and Trust side-by-side with 3 peers →

White Castle Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Iron Workers District Council of Western New York and Vicinity Pension Plan in NY ($172M); by covered participants it is West Virginia Laborers Pension Trust Fund in WV (2,131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,126 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did White Castle Pension Plan and Trust assets move in 2022? ▼
White Castle Pension Plan and Trust contracted severely - down 32.3% during 2022, from $254M to $172M. Reported net income was -$82M.
How have White Castle System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White Castle System, Inc.'s sponsor-wide assets grew 8.3%, from $407M to $441M.
Where does White Castle Pension Plan and Trust rank by assets among Form 5500 filers? ▼
White Castle Pension Plan and Trust ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to White Castle Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iron Workers District Council of Western New York and Vicinity Pension Plan in NY ($172M, 769 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to White Castle Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is West Virginia Laborers Pension Trust Fund in WV (2,131 participants, $502M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 314340520.

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.