401(k) · DOL Form 5500 · 2022

Whataburger of Alice 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
628
Participants Below avg headcount
51st
Percentile by assets National rank
$8,035
Avg per participant Low balance/head
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Official DOL plan name: Whataburger of Alice 401(k) Plan · Sponsored by Whataburger of Alice · Texas · Food Services & Accommodation

$5M in assets, 628 participants

Whataburger of Alice's Whataburger of Alice 401(k) Plan reported $5M in total assets and 628 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,794 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Whataburger of Alice 401(k) Plan ranks #3,794 of 4,592 2022 filers by assets (388% of the sector average)-$5M for 628 participants.

#3,794
in Food Services & Accommodation (4,592 peers)
-5.7%
assets change YoY

The plan reported a net loss of $307K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whataburger of Alice 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Whataburger of Alice 401(k) Plan vs every filed plan by assets

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

$5,045,686 Top 49% higher than 51% 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

Whataburger of Alice 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whataburger of Alice 401(k) Plan sits mid-pack in the medium band (628 participants).

Form 5500 schedule snapshot

Filing strip 741600234 · Whataburger of Alice PY 2022 · 401(k)

Whataburger of Alice 401(k) Plan · $5M · 628 · 51st

  • BOY $5M
  • SCH 628
  • EBSA 51st
  • PART 401(k)
  • TYPE near Loftus & Ryu, Mds PC 401(k) Plan
  • NET ind #3794

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 Texas →

Whataburger of Alice 401(k) Plan in the asset neighbourhood

Whataburger of Alice 401(k) PlanWhataburger of Alice 401(k) …$5MLoftus & Ryu, Mds PC 401(k) PlanLoftus & Ryu, Mds PC 401(k) …$5MCommonwealth Senior Living 401(k) PlanCommonwealth Senior Living 4…$5MOxygen Service Company, Inc. 401(k) Savings PlanOxygen Service Company, Inc.…$5MEagle Air Freight, Inc. 401(k) Profit Sharing PlanEagle Air Freight, Inc. 401(…$5M
End-of-year total assets ($M) among Whataburger of Alice 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$307K
Employer EIN741600234
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whataburger of Alice)

Sponsor-wide plan assets over time

All Whataburger of Alice plans reported in each filing year

Latest sponsor-wide plan assets
$6M 27.537167394086747% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $5.05M $6.44M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 628 $5M
2023 1 647 $6M
2024 1 665 $6M

Nearby 401(k) Plans in Texas

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

Whataburger of Alice 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Whataburger of Alice 401(k) Plan, Total assets ($B): 0.005045686 · Participants: 628Whataburger of Alice 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Whataburger of Alice 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Whataburger of Alice 401(k) Plan side-by-side with 3 peers →

Whataburger of Alice 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Loftus & Ryu, Mds PC 401(k) Plan in NY ($5M); by covered participants it is Spartannash Company Savings Plus Plan for Union Associates in MI (628 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (628 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 Whataburger of Alice 401(k) Plan assets move in 2022? ▼
Whataburger of Alice 401(k) Plan pulled back noticeably - down 5.7% during 2022, from $5M to $5M. Reported net income was -$307K.
How have Whataburger of Alice plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whataburger of Alice's sponsor-wide assets grew 27.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Whataburger of Alice 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loftus & Ryu, Mds PC 401(k) Plan in NY ($5M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Whataburger of Alice 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spartannash Company Savings Plus Plan for Union Associates in MI (628 participants, $33M 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 741600234.

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.