401(k) · DOL Form 5500 · 2022
The Wendy's Company 401(k) Plan
Data updated 2026-08-25
- $248M
- Total assets Near avg plan size
- 6,230
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $39,827
- Avg per participant Low balance/head
Official DOL plan name: The Wendy's Company 401(k) Retirement Plan · Sponsored by The Wendy's Company · Ohio · Food Services & Accommodation
$248M in assets, 6,230 participants
The Wendy's Company's The Wendy's Company 401(k) Retirement Plan reported $248M in total assets and 6,230 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.
- #4,553 in Food Services & Accommodation (4,592 peers)
Coverage in Ohio
The Wendy's Company 401(k) Retirement Plan covers 6,230 participants in Ohio, 8.1x the typical Ohio plan (state average ~765 per filing). Assets: $248M.
- #4,553
- in Food Services & Accommodation (4,592 peers)
- -18.7%
- assets change YoY
- 2.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $57M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Wendy's Company 401(k) Retirement Plan's outsized position by total assets
The Wendy's Company 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$248,122,863 Top 4% higher than 96% 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 Wendy's Company 401(k) Retirement 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 Wendy's Company 401(k) Retirement Plan lands in the large band (6,230 participants).
EBSA filing schedule strip
Filing strip 380471180 · The Wendy's Company PY 2022 · 401(k)
The Wendy's Company 401(k) Retirement Plan · $248M · 6,230 · 96th
- 5500 $248M
- 5500 6,230
- 5500 96th
- 5500 401(k)
- 5500 near Johnsonville Profit Sharing and 401(k) Plan
- 5500 ind #4553
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 Ohio →
The Wendy's Company 401(k) Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $305M |
|---|---|
| Net Assets (End of Year) | $248M |
| Net Income | -$57M |
| Employer EIN | 380471180 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Wendy's Company)
Sponsor-wide plan assets over time
All The Wendy's Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $294M 18.478310481207046% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,230 | $248M |
| 2023 | 1 | 8,373 | $270M |
| 2024 | 1 | 11,881 | $294M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Scale composition for The Wendy's Company 401(k) Retirement Plan
The Wendy's Company 401(k) Retirement Plan reports $248M in end-of-year assets across 6,230 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $39,827 per participant (29% of the national average assets-per-participant) . Net income for plan year 2022 was -$57M.
This plan identity (EIN 380471180, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $248M to $294M (+18.5%) while covered participants moved from 6,230 to 11,881 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,230 | $248M | This page |
| 2023 | 8,373 | $270M | Open filing |
| 2024 · index core | 11,881 | $294M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Wendy's Company 401(k) Retirement Plan (401(k), $294M, 11,881 participants)
The Wendy's Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Johnsonville Profit Sharing and 401(k) Plan in WI ($248M); by covered participants it is Tech Mahindra Americas 401(k) Plan in TX (6,230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($248M here).
- Johnsonville Profit Sharing and 401(k) Plan (WI) $248M · 1,761
- Sensata Technologies Contribution and 401(k) Savings Plan (MA) $248M · 1,795
- Ntn Retirement Savings Plan (IL) $248M · 3,663
- Northwest Agc Chapters Retirement Plan (OR) $248M · 4,226
Similar participant headcount
Nearest other-state filings by covered participants (6,230 participants); asset peers above are excluded.
- Tech Mahindra Americas 401(k) Plan (TX) 6,230 · 0 off
- Bluetriton Brands, Inc. 401(k) Savings Plan (CT) 6,228 · 2 off
- Wesco Distribution, Inc. Retirement Savings Plan (PA) 6,235 · 5 off
- Asm Global Retirement & Savings Plan (PA) 6,242 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.