Defined Benefit (Pension) · DOL Form 5500 · 2023

White Castle System, Inc. Pension Plan

Data updated 2026-08-25

$180M
Total assets Near avg plan size
1,867
Participants Near avg headcount
94th
Percentile by assets National rank
$96,382
Avg per participant Below avg balance/head
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Official DOL plan name: White Castle Pension Plan and Trust · Sponsored by White Castle System, Inc. · Ohio · Food Services & Accommodation

$180M in assets, 1,867 participants

White Castle System, Inc.'s White Castle Pension Plan and Trust reported $180M in total assets and 1,867 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,773 in Food Services & Accommodation (3,828 peers)

Coverage in Ohio

White Castle Pension Plan and Trust covers 1,867 participants in Ohio, 2.4x the typical Ohio plan (state average ~765 per filing). Assets: $180M.

#3,773
in Food Services & Accommodation (3,828 peers)
+4.8%
assets growth YoY
1.8×
vs typical plan assets (national mean)

White Castle Pension Plan and Trust's outsized position by total assets

White Castle Pension Plan and Trust vs every filed plan by assets

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

$179,944,669 Top 6% higher than 94% 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

White Castle Pension Plan and Trust'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. White Castle Pension Plan and Trust lands in the large band (1,867 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • White Castle Pension Plan and Trust reported net income rose from -$82M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • White Castle Pension Plan and Trust reported participants fell from 2,126 in the plan year 2022 filing to 1,867 in the plan year 2023 filing.
  • White Castle Pension Plan and Trust end-of-year assets rose from $172M in the plan year 2022 filing to $180M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 314340520 · White Castle System, Inc. PY 2023 · Defined Benefit (Pension)

White Castle Pension Plan and Trust · $180M · 1,867 · 94th

  • PCT $180M
  • EIN 1,867
  • RANK 94th
  • PHOTO Defined Benefit (Pension)
  • IND near Retirement Plan for Employees of Mazda North American Operations
  • EOY ind #3773

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 Pension Plan and Trust in the asset neighbourhood

Rga Reinsurance Company Performance Pension PlanRga Reinsurance Company Perf…$180MWhite Castle Pension Plan and TrustWhite Castle Pension Plan an…$180MRetirement Plan for Employees of Mazda North American OperationsRetirement Plan for Employee…$180MTeamsters Local 830 Pension PlanTeamsters Local 830 Pension …$180MStaff Retirement Plan of the Washington Education AssociationStaff Retirement Plan of the…$179M
End-of-year total assets ($M) among White Castle Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$172M
Net Assets (End of Year)$180M
Net Income$8M
Employer EIN314340520
Plan Effective Date1942-12-15
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 Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

White Castle Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants White Castle Pension Plan and Trust, Total assets ($B): 0.179944669 · Participants: 1867White Castle Pension Plan and TrustFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
White Castle Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare White Castle Pension Plan and Trust side-by-side with 3 peers →

White Castle Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Mazda North American Operations in CA ($180M); by covered participants it is Sheet Metal Workers' Local 73 Pension Fund in IL (1,865 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,867 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 White Castle Pension Plan and Trust assets move in 2023? ▼
White Castle Pension Plan and Trust edged up modestly - up 4.8% during 2023, from $172M to $180M. Reported net income was $8M.
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 Pension Plan and Trust rank by assets among Form 5500 filers? ▼
White Castle Pension Plan and Trust ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to White Castle Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Mazda North American Operations in CA ($180M, 342 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to White Castle Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers' Local 73 Pension Fund in IL (1,865 participants, $718M 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 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.