401(k) · DOL Form 5500 · 2022
Steak N Shake Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 4,337
- Participants Above avg headcount
- 73rd
- Percentile by assets National rank
- $3,496
- Avg per participant Low balance/head
Official DOL plan name: The Steak 'n Shake 401(k) Savings Plan · Sponsored by Steak N Shake Inc. · Indiana · Food Services & Accommodation
$15M in assets, 4,337 participants
Steak N Shake Inc.'s The Steak 'n Shake 401(k) Savings Plan reported $15M in total assets and 4,337 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #4,263 in Food Services & Accommodation (4,592 peers)
Coverage in Indiana
The Steak 'n Shake 401(k) Savings Plan covers 4,337 participants in Indiana, 8.0x the typical Indiana plan (state average ~541 per filing). Assets: $15M.
- #4,263
- in Food Services & Accommodation (4,592 peers)
- -16.6%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Steak 'n Shake 401(k) Savings Plan's outsized position by total assets
The Steak 'n Shake 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,160,975 Top 27% higher than 73% 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
The Steak 'n Shake 401(k) Savings 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. The Steak 'n Shake 401(k) Savings Plan lands in the large band (4,337 participants).
DOL schedule card
Filing strip 351604308 · Steak N Shake Inc. PY 2022 · 401(k)
The Steak 'n Shake 401(k) Savings Plan · $15M · 4,337 · 73rd
- PCT $15M
- PCT 4,337
- PCT 73rd
- PCT 401(k)
- PCT near Globetrotters Engineering Corporation Employees Profit Sharing & Retirement Savings Plan
- PCT ind #4263
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 Indiana →
The Steak 'n Shake 401(k) Savings Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 351604308 |
| Plan Effective Date | 1953-09-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Steak N Shake Inc.)
Sponsor-wide plan assets over time
All Steak N Shake Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 15.448280865841413% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,337 | $15M |
| 2023 | 1 | 4,010 | $17M |
| 2024 | 1 | 1,134 | $18M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
The Steak 'n Shake 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Globetrotters Engineering Corporation Employees Profit Sharing & Retirement Savings Plan in IL ($15M); by covered participants it is Global Partners LP 401(k) Savings and Profit Sharing Plan in MA (4,338 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,337 participants); asset peers above are excluded.
- Global Partners LP 401(k) Savings and Profit Sharing Plan (MA) 4,338 · 1 off
- Latham & Watkins 401(k) Savings and Profit Sharing Plan (CA) 4,340 · 3 off
- Valiant Integrated Services 401(k) Plan (VA) 4,333 · 4 off
- Retail Service Group Savings Plan of Hallmark Cards, Incorporated (MO) 4,342 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.