401(k) · DOL Form 5500 · 2022

Wendys of Bowling Green, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
1,361
Participants Near avg headcount
54th
Percentile by assets National rank
$4,413
Avg per participant Low balance/head
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Official DOL plan name: Wendy's Employee Investment Plan · Sponsored by Wendys of Bowling Green, Inc. · Kentucky · Food Services & Accommodation

$6M in assets, 1,361 participants

Wendys of Bowling Green, Inc.'s Wendy's Employee Investment Plan reported $6M in total assets and 1,361 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,875 in Food Services & Accommodation (4,592 peers)

Coverage in Kentucky

Wendy's Employee Investment Plan covers 1,361 participants in Kentucky, 2.1x the typical Kentucky plan (state average ~647 per filing). Assets: $6M.

#3,875
in Food Services & Accommodation (4,592 peers)
-3.3%
assets change YoY

The plan reported a net loss of $267K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wendy's Employee Investment Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Wendy's Employee Investment Plan vs every filed plan by assets

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

$6,006,357 Top 46% higher than 54% 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

Wendy's Employee Investment Plan'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. Wendy's Employee Investment Plan lands in the large band (1,361 participants).

Form 5500 schedule snapshot

Filing strip 610888584 · Wendys of Bowling Green, Inc. PY 2022 · 401(k)

Wendy's Employee Investment Plan · $6M · 1,361 · 54th

  • NET $6M
  • BOOK 1,361
  • VS-ST 54th
  • BOY 401(k)
  • SCH near Mycomputercareer, Inc. 401(k) Plan
  • EBSA ind #3875

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 Kentucky →

Wendy's Employee Investment Plan in the asset neighbourhood

Wendy's Employee Investment PlanWendy's Employee Investment …$6MMycomputercareer, Inc. 401(k) PlanMycomputercareer, Inc. 401(k…$6MHengst of North America Retirement Savings PlanHengst of North America Reti…$6MWalker Manufacturing Group, LLC 401(k) Profit Sharing PlanWalker Manufacturing Group, …$6MPpt Solutions, Inc. 401(k)$6M
End-of-year total assets ($M) among Wendy's Employee Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$267K
Employer EIN610888584
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wendys of Bowling Green, Inc.)

Sponsor-wide plan assets over time

All Wendys of Bowling Green, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 58.57036136879643% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $6.01M $9.52M ▲ +58.4%
Year Plans Participants Total Assets
2022 1 1,361 $6M
2023 1 1,336 $8M
2024 1 1,512 $10M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wendy's Employee Investment Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Wendy's Employee Investment Plan, Total assets ($B): 0.006006357 · Participants: 1361Wendy's Employee Investment PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Wendy's Employee Investment Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Wendy's Employee Investment Plan side-by-side with 3 peers →

Wendy's Employee Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Mycomputercareer, Inc. 401(k) Plan in NC ($6M); by covered participants it is Entrust Corporation Employee Investment Plan in MN (1,361 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,361 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 Wendy's Employee Investment Plan assets move in 2022? ▼
Wendy's Employee Investment Plan edged down modestly - down 3.3% during 2022, from $6M to $6M. Reported net income was -$267K.
How have Wendys of Bowling Green, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wendys of Bowling Green, Inc.'s sponsor-wide assets grew 58.6%, from $6M to $10M.
Which 401(k) plans are similar in size to Wendy's Employee Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mycomputercareer, Inc. 401(k) Plan in NC ($6M, 595 participants).
Which 401(k) plans cover a similar participant headcount to Wendy's Employee Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Entrust Corporation Employee Investment Plan in MN (1,361 participants, $367M 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 610888584.

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.