401(k) · DOL Form 5500 · 2022

White Castle System, Inc. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
1,937
Participants Near avg headcount
90th
Percentile by assets National rank
$32,756
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: White Castle 401(k) Retirement Savings Plan · Sponsored by White Castle System, Inc. · Ohio · Food Services & Accommodation

$63M in assets, 1,937 participants

White Castle System, Inc.'s White Castle 401(k) Retirement Savings Plan reported $63M in total assets and 1,937 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,478 in Food Services & Accommodation (4,592 peers)

Coverage in Ohio

White Castle 401(k) Retirement Savings Plan covers 1,937 participants in Ohio, 2.5x the typical Ohio plan (state average ~765 per filing). Assets: $63M.

#4,478
in Food Services & Accommodation (4,592 peers)
-4.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

White Castle 401(k) Retirement Savings Plan's outsized position by total assets

White Castle 401(k) Retirement Savings Plan vs every filed plan by assets

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

$63,448,900 Top 10% higher than 90% 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

White Castle 401(k) Retirement 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. White Castle 401(k) Retirement Savings Plan lands in the large band (1,937 participants).

Form 5500 schedule snapshot

Filing strip 314340520 · White Castle System, Inc. PY 2022 · 401(k)

White Castle 401(k) Retirement Savings Plan · $63M · 1,937 · 90th

  • 5500 $63M
  • ASSETS 1,937
  • PCT 90th
  • EIN 401(k)
  • RANK near Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan
  • PHOTO ind #4478

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 →

White Castle 401(k) Retirement Savings Plan in the asset neighbourhood

White Castle 401(k) Retirement Savings PlanWhite Castle 401(k) Retireme…$63MSouthern Medical Health Systems, Inc. Employees' Retirement Savings PlanSouthern Medical Health Syst…$63MSunstar Americas, Inc. 401(k) Retirement Savings PlanSunstar Americas, Inc. 401(k…$63MTriumph Financial, Inc. 401(k) PlanTriumph Financial, Inc. 401(…$63MLand Title Guarantee Company 401(k) Profit Sharing PlanLand Title Guarantee Company…$63M
End-of-year total assets ($M) among White Castle 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$63M
Net Income-$3M
Employer EIN314340520
Plan Effective Date2015-09-20
Filing StatusFILING RECEIVED

Sponsor Plan History (White Castle System, Inc.)

Sponsor-wide plan assets over time

All White Castle System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$441M 8.337493578926614% vs 2022
2024 filing year
$400M$420M$440M$460M 202220232024 $407M $441M ▲ +8.3%
Year Plans Participants Total Assets
2022 3 8,304 $407M
2023 3 7,994 $436M
2024 3 8,145 $441M

Nearby 401(k) Plans in Ohio

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

White Castle 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants White Castle 401(k) Retirement Savings Plan, Total assets ($B): 0.0634489 · Participants: 1937White Castle 401(k) Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
White Castle 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare White Castle 401(k) Retirement Savings Plan side-by-side with 3 peers →

White Castle 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan in AL ($63M); by covered participants it is Mosaic Investment Plan in FL (1,937 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,937 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 White Castle 401(k) Retirement Savings Plan assets move in 2022? ▼
White Castle 401(k) Retirement Savings Plan edged down modestly - down 4.7% during 2022, from $67M to $63M. Reported net income was -$3M.
How have White Castle System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White Castle System, Inc.'s sponsor-wide assets grew 8.3%, from $407M to $441M.
Where does White Castle 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
White Castle 401(k) Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to White Castle 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan in AL ($63M, 1,126 participants).
Which 401(k) plans cover a similar participant headcount to White Castle 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mosaic Investment Plan in FL (1,937 participants, $709M 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 314340520.

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.