401(k) · DOL Form 5500 · 2023

Shake Shack Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
9,150
Participants Very large workforce
81st
Percentile by assets National rank
$3,669
Avg per participant Low balance/head
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Official DOL plan name: Shake Shack Retirement Plan · Sponsored by Shake Shack Enterprises, LLC · New York · Food Services & Accommodation

$34M in assets, 9,150 participants

Shake Shack Enterprises, LLC's Shake Shack Retirement Plan reported $34M in total assets and 9,150 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.

  • #3,639 in Food Services & Accommodation (3,828 peers)

Coverage in New York

Shake Shack Retirement Plan covers 9,150 participants in New York, 11x the typical New York plan (state average ~798 per filing). Assets: $34M.

#3,639
in Food Services & Accommodation (3,828 peers)
+40.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Shake Shack Retirement Plan's outsized position by total assets

Shake Shack Retirement Plan vs every filed plan by assets

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

$33,575,280 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

Shake Shack Retirement 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. Shake Shack Retirement Plan lands in the large band (9,150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shake Shack Retirement Plan reported net income rose from $260K in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Shake Shack Retirement Plan reported participants rose from 5,797 in the plan year 2022 filing to 9,150 in the plan year 2023 filing.
  • Shake Shack Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 264487502 · Shake Shack Enterprises, LLC PY 2023 · 401(k)

Shake Shack Retirement Plan · $34M · 9,150 · 81st

  • PHOTO $34M
  • PHOTO 9,150
  • PHOTO 81st
  • PHOTO 401(k)
  • PHOTO near Redw LLC Restated 401(k) Profit Sharing Plan and Trust
  • PHOTO ind #3639

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 New York →

Shake Shack Retirement Plan in the asset neighbourhood

Shake Shack Retirement Plan$34MStructural Concepts Corporation 401(k) Retirement Savings PlanStructural Concepts Corporat…$34MRedw LLC Restated 401(k) Profit Sharing Plan and TrustRedw LLC Restated 401(k) Pro…$34MAlexander Group, Inc. Profit Sharing 401(k) PlanAlexander Group, Inc. Profit…$34MMott Corporation 401(k) Plan$34M
End-of-year total assets ($M) among Shake Shack Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$34M
Net Income$10M
Employer EIN264487502
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shake Shack Enterprises, LLC)

Sponsor-wide plan assets over time

All Shake Shack Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 90.34177093736598% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.9M $45.5M ▲ +90.3%
Year Plans Participants Total Assets
2022 1 5,797 $24M
2023 1 9,150 $34M
2024 1 7,109 $46M

Nearby 401(k) Plans in New York

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

Shake Shack Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants Shake Shack Retirement Plan, Total assets ($B): 0.03357528 · Participants: 9150Shake Shack Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Shake Shack Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shake Shack Retirement Plan side-by-side with 3 peers →

Shake Shack Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Redw LLC Restated 401(k) Profit Sharing Plan and Trust in NM ($34M); by covered participants it is Burns & Mcdonnell, Inc. 401(k) Savings Plan in MO (9,144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,150 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 Shake Shack Retirement Plan assets move in 2023? ▼
Shake Shack Retirement Plan surged - up 40.4% during 2023, from $24M to $34M. Reported net income was $10M.
How have Shake Shack Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shake Shack Enterprises, LLC's sponsor-wide assets grew 90.3%, from $24M to $46M.
Where does Shake Shack Retirement Plan rank by assets among Form 5500 filers? ▼
Shake Shack 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 Shake Shack Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redw LLC Restated 401(k) Profit Sharing Plan and Trust in NM ($34M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Shake Shack Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burns & Mcdonnell, Inc. 401(k) Savings Plan in MO (9,144 participants, $1.7B 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 264487502.

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.