401(k) · DOL Form 5500 · 2023

Culver Franchising System, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
305
Participants Below avg headcount
81st
Percentile by assets National rank
$113,084
Avg per participant Below avg balance/head
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Official DOL plan name: Culver Franchising System, LLC 401(k) Retirement Plan · Sponsored by Culver Franchising System, LLC · Wisconsin · Food Services & Accommodation

$34M in assets, 305 participants

Culver Franchising System, LLC's Culver Franchising System, LLC 401(k) Retirement Plan reported $34M in total assets and 305 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #3,641 in Food Services & Accommodation (3,828 peers)

Where Culver Franchising System, LLC 401(k) Retirement Plan sits by assets

Culver Franchising System, LLC 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 305 participants (~$113,084/participant), up 15.6% in 2023.

#3,641
in Food Services & Accommodation (3,828 peers)
+15.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Culver Franchising System, LLC 401(k) Retirement Plan's outsized position by total assets

Culver Franchising System, LLC 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$34,490,703 Top 19% higher than 81% of 127,068 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 2023

Culver Franchising System, LLC 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Culver Franchising System, LLC 401(k) Retirement Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Culver Franchising System, LLC 401(k) Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Culver Franchising System, LLC 401(k) Retirement Plan reported participants rose from 256 in the plan year 2022 filing to 305 in the plan year 2023 filing.
  • Culver Franchising System, LLC 401(k) Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391631539 · Culver Franchising System, LLC PY 2023 · 401(k)

Culver Franchising System, LLC 401(k) Retirement Plan · $34M · 305 · 81st

  • BOOK $34M
  • VS-ST 305
  • BOY 81st
  • SCH 401(k)
  • EBSA near Silver Eagle Beverages 401(k) Plan
  • PART ind #3641

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 Wisconsin →

Culver Franchising System, LLC 401(k) Retirement Plan in the asset neighbourhood

Culver Franchising System, LLC 401(k) Retirement PlanCulver Franchising System, L…$34MSilver Eagle Beverages 401(k) PlanSilver Eagle Beverages 401(k…$34MMelissa & Doug, LLC 401(k) Profit Sharing PlanMelissa & Doug, LLC 401(k) P…$34MCleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing PlanCleveland Group, Inc. and Su…$34MMetal-Fab Inc. Employees Retirement PlanMetal-Fab Inc. Employees Ret…$34M
End-of-year total assets ($M) among Culver Franchising System, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN391631539
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Culver Franchising System, LLC)

Sponsor-wide plan assets over time

All Culver Franchising System, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 34.63066020364737% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $40.2M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 256 $30M
2023 1 305 $34M
2024 1 365 $40M

Nearby 401(k) Plans in Wisconsin

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

Culver Franchising System, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Culver Franchising System, LLC 401(k) Retirement Plan, Total assets ($B): 0.034490703 · Participants: 305Culver Franchising System, LLC 401(k) Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Culver Franchising System, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Culver Franchising System, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Culver Franchising System, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Silver Eagle Beverages 401(k) Plan in TX ($34M); by covered participants it is Home-Care Pca LLC 401(k) Profit Sharing Plan & Trust in LA (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Culver Franchising System, LLC 401(k) Retirement Plan assets move in 2023? ▼
Culver Franchising System, LLC 401(k) Retirement Plan grew sharply - up 15.6% during 2023, from $30M to $34M. Reported net income was $5M.
How have Culver Franchising System, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Culver Franchising System, LLC's sponsor-wide assets grew 34.6%, from $30M to $40M.
Where does Culver Franchising System, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Culver Franchising System, LLC 401(k) Retirement Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Culver Franchising System, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Silver Eagle Beverages 401(k) Plan in TX ($34M, 541 participants).
Which 401(k) plans cover a similar participant headcount to Culver Franchising System, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Home-Care Pca LLC 401(k) Profit Sharing Plan & Trust in LA (305 participants, $151K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391631539.

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.