401(k) · DOL Form 5500 · 2023

Wendys of Bowling Green, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
1,336
Participants Near avg headcount
53rd
Percentile by assets National rank
$5,881
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wendy's Employee Investment Plan · Sponsored by Wendys of Bowling Green, Inc. · Kentucky · Food Services & Accommodation

$8M in assets, 1,336 participants

Wendys of Bowling Green, Inc.'s Wendy's Employee Investment Plan reported $8M in total assets and 1,336 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,189 in Food Services & Accommodation (3,828 peers)

Coverage in Kentucky

Wendy's Employee Investment Plan covers 1,336 participants in Kentucky, 2.1x the typical Kentucky plan (state average ~647 per filing). Assets: $8M.

#3,189
in Food Services & Accommodation (3,828 peers)
+30.8%
assets growth YoY

Wendy's Employee Investment Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Wendy's Employee Investment Plan vs every filed plan by assets

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

$7,856,611 Top 47% higher than 53% 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

Wendy's Employee Investment Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wendy's Employee Investment Plan lands in the large band (1,336 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wendy's Employee Investment Plan reported net income rose from -$267K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wendy's Employee Investment Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Wendy's Employee Investment Plan reported participants fell from 1,361 in the plan year 2022 filing to 1,336 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610888584 · Wendys of Bowling Green, Inc. PY 2023 · 401(k)

Wendy's Employee Investment Plan · $8M · 1,336 · 53rd

  • PHOTO $8M
  • IND 1,336
  • EOY 53rd
  • 5500 401(k)
  • ASSETS near Old Shell Road Management, Inc. 401(k) Plan
  • PCT ind #3189

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 Kentucky →

Wendy's Employee Investment Plan in the asset neighbourhood

Wendy's Employee Investment PlanWendy's Employee Investment …$8MOld Shell Road Management, Inc. 401(k) PlanOld Shell Road Management, I…$8MBig Four Companies, Inc. 401(k) PlanBig Four Companies, Inc. 401…$8MVisio Financial Services, Inc. 401(k) Retirement PlanVisio Financial Services, In…$8MLongview Capital Corporation 401(k) PlanLongview Capital Corporation…$8M
End-of-year total assets ($M) among Wendy's Employee Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN610888584
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wendys of Bowling Green, Inc.)

Sponsor-wide plan assets over time

All Wendys of Bowling Green, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 58.57036136879643% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $6.01M $9.52M ▲ +58.4%
Year Plans Participants Total Assets
2022 1 1,361 $6M
2023 1 1,336 $8M
2024 1 1,512 $10M

Nearby 401(k) Plans in Kentucky

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

Wendy's Employee Investment Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Wendy's Employee Investment Plan, Total assets ($B): 0.007856611 · Participants: 1336Wendy's Employee Investment PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Wendy's Employee Investment Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Wendy's Employee Investment Plan side-by-side with 3 peers →

Wendy's Employee Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Old Shell Road Management, Inc. 401(k) Plan in AL ($8M); by covered participants it is Gresser, Inc. and Affiliates 401(k) Plan in CA (1,336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,336 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 Wendy's Employee Investment Plan assets move in 2023? ▼
Wendy's Employee Investment Plan surged - up 30.8% during 2023, from $6M to $8M. Reported net income was $2M.
How have Wendys of Bowling Green, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wendys of Bowling Green, Inc.'s sponsor-wide assets grew 58.6%, from $6M to $10M.
Which 401(k) plans are similar in size to Wendy's Employee Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Old Shell Road Management, Inc. 401(k) Plan in AL ($8M, 307 participants).
Which 401(k) plans cover a similar participant headcount to Wendy's Employee Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gresser, Inc. and Affiliates 401(k) Plan in CA (1,336 participants, $8M 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 610888584.

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.