401(k) · DOL Form 5500 · 2022
Whataburger Restaurants LLC 401(k) Plan
Data updated 2026-08-11
- $215M
- Total assets
- 36,855
- Participants
- 96th
- Percentile by assets
- $5,832
- Avg per participant
Official DOL plan name: Whataburger 401(k) Savings Plan · Sponsored by Whataburger Restaurants LLC · Texas · Food Services & Accommodation
$215M in assets, 36,855 participants
Whataburger Restaurants LLC's Whataburger 401(k) Savings Plan reported $215M in total assets and 36,855 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #4,548 in Food Services & Accommodation (4,592 peers)
Coverage in Texas
Whataburger 401(k) Savings Plan covers 36,855 participants in Texas, 54x the typical Texas plan (state average ~688 per filing). Assets: $215M.
- $215M
- total plan assets (2022 EOY)
- 36,855
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $5,832
- avg assets per participant
The plan reported a net loss of $60M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Whataburger 401(k) Savings Plan reports 36,855 participants - 54x that state average ($215M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $275M |
|---|---|
| Net Assets (End of Year) | $215M |
| Net Income | -$60M |
| Employer EIN | 301199687 |
| Plan Effective Date | 1971-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whataburger Restaurants LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36,855 | $215M |
| 2023 | 1 | 36,109 | $236M |
| 2024 | 1 | 38,324 | $262M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Whataburger 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Scale composition for Whataburger 401(k) Savings Plan
Whataburger 401(k) Savings Plan reports $215M in end-of-year assets across 36,855 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.039% of 93,925,755 covered participants) - about $5,832 per participant (4% of the national average assets-per-participant) . Net income for plan year 2022 was -$60M.
This plan identity (EIN 301199687, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $215M to $262M (+21.9%) while covered participants moved from 36,855 to 38,324 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 36,855 | $215M | This page |
| 2023 | 36,109 | $236M | Open filing |
| 2024 · index core | 38,324 | $262M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Whataburger 401(k) Savings Plan (401(k), $262M, 38,324 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Whataburger 401(k) Savings Plan by total assets, not by location.
- Erickson Community 401(k) Plan (MD) $215M · 10,526
- B.F. Saul Company Employees' 401(k) Retirement Plan (MD) $215M · 1,197
- Halma Holdings Inc. Profit Sharing/Savings Retirement Plan (FL) $215M · 2,299
- Global Atlantic Financial Company 401(k) Plan (NY) $215M · 1,228
Frequently Asked Questions
How did Whataburger 401(k) Savings Plan assets move in 2022? ▼
How have Whataburger Restaurants LLC plan assets changed over time? ▼
Where does Whataburger 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Whataburger 401(k) Savings Plan? ▼
Next read for Whataburger 401(k) Savings Plan
Filing takeaways
Ways to act on Whataburger 401(k) Savings Plan's numbers.
- By total assets, Whataburger 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Whataburger Restaurants LLC's sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Food Services & Accommodation plans