401(k) · DOL Form 5500 · 2023
Uncle Donald's Restaurants, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 396
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $22,479
- 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
$9M in assets, 396 participants
Uncle Donald's Restaurants, LLC's Huey's Investment Plan reported $9M in total assets and 396 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #3,252 in Food Services & Accommodation (3,828 peers)
Coverage in Tennessee
Huey's Investment Plan covers 396 participants in Tennessee, about 35% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.
- #3,252
- in Food Services & Accommodation (3,828 peers)
- +17.4%
- assets growth YoY
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 2023 · DOL Form 5500
$8,901,881 Top 44% higher than 56% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Huey's Investment 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. Huey's Investment Plan sits mid-pack in the medium band (396 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Huey's Investment Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Huey's Investment Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Huey's Investment Plan reported participants rose from 371 in the plan year 2022 filing to 396 in the plan year 2023 filing.
DOL schedule card
Filing strip 263743838 · Uncle Donald's Restaurants, LLC PY 2023 · 401(k)
Huey's Investment Plan · $9M · 396 · 56th
- VS-ST $9M
- VS-ST 396
- VS-ST 56th
- VS-ST 401(k)
- VS-ST near F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan
- VS-ST ind #3252
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) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| 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 $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Huey's Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA ($9M); by covered participants it is Integracare 401(k) Savings Plan in PA (396 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (396 participants); asset peers above are excluded.
- Integracare 401(k) Savings Plan (PA) 396 · 0 off
- Watson Realty Corp. 401(k) Plan (FL) 396 · 0 off
- Micrometl Corporation 401(k) Plan (IN) 396 · 0 off
- Southeast Christian Church Restated Retirement and Savings Plan (KY) 396 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.