401(k) · DOL Form 5500 · 2022
Uncle Donald's Restaurants, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 371
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $20,434
- Avg per participant Low balance/head
Official DOL plan name: Huey's Investment Plan · Sponsored by Uncle Donald's Restaurants, LLC · Tennessee · Food Services & Accommodation
$8M in assets, 371 participants
Uncle Donald's Restaurants, LLC's Huey's Investment Plan reported $8M in total assets and 371 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #3,994 in Food Services & Accommodation (4,592 peers)
Coverage in Tennessee
Huey's Investment Plan covers 371 participants in Tennessee, about 33% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.
- #3,994
- in Food Services & Accommodation (4,592 peers)
- -16.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Huey's Investment Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Huey's Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,580,892 Top 41% higher than 59% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Huey's Investment 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. Huey's Investment Plan sits mid-pack in the medium band (371 participants).
DOL schedule card
Filing strip 263743838 · Uncle Donald's Restaurants, LLC PY 2022 · 401(k)
Huey's Investment Plan · $8M · 371 · 59th
- VS-ST $8M
- VS-ST 371
- VS-ST 59th
- VS-ST 401(k)
- VS-ST near The Restated Thrift/Profit Sharing Plan for Cooperatives
- VS-ST ind #3994
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 Tennessee →
Huey's Investment Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 263743838 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Uncle Donald's Restaurants, LLC)
Sponsor-wide plan assets over time
All Uncle Donald's Restaurants, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 38.45825794642636% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 371 | $8M |
| 2023 | 1 | 396 | $9M |
| 2024 | 1 | 433 | $10M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Huey's Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is The Restated Thrift/Profit Sharing Plan for Cooperatives in IA ($8M); by covered participants it is Intersect Ent, Inc. Retirement Trust in CA (371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- The Restated Thrift/Profit Sharing Plan for Cooperatives (IA) $8M · 125
- Tru Community Care 401(k) Plan (CO) $8M · 288
- Antenna Research, Inc. 401(k) Plan (MD) $8M · 136
- Mes, Inc. 401(k) Plan (MD) $8M · 246
Similar participant headcount
Nearest other-state filings by covered participants (371 participants); asset peers above are excluded.
- Intersect Ent, Inc. Retirement Trust (CA) 371 · 0 off
- Principle 401(k) Plan (TX) 371 · 0 off
- Richmond Area Multi-Services, Inc. 401(k) Profit Sharing Plan & Trust (CA) 371 · 0 off
- Houston Zoo Employees' 401(k) Plan (TX) 371 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.