Profit Sharing · DOL Form 5500 · 2023

White Castle System, Inc. Profit Sharing Plan

Data updated 2026-08-25

$174M
Total assets Near avg plan size
4,284
Participants Above avg headcount
94th
Percentile by assets National rank
$40,642
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: White Castle Profit Sharing Plan · Sponsored by White Castle System, Inc. · Ohio · Food Services & Accommodation

$174M in assets, 4,284 participants

White Castle System, Inc.'s White Castle Profit Sharing Plan reported $174M in total assets and 4,284 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.

  • #3,769 in Food Services & Accommodation (3,828 peers)

Coverage in Ohio

White Castle Profit Sharing Plan covers 4,284 participants in Ohio, 5.6x the typical Ohio plan (state average ~765 per filing). Assets: $174M.

#3,769
in Food Services & Accommodation (3,828 peers)
+1.1%
assets growth YoY
1.7×
vs typical plan assets (national mean)

White Castle Profit Sharing Plan's outsized position by total assets

White Castle Profit Sharing Plan vs every filed plan by assets

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

$174,108,891 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 Profit Sharing 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. White Castle Profit Sharing Plan lands in the large band (4,284 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • White Castle Profit Sharing Plan reported net income rose from -$48M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • White Castle Profit Sharing Plan end-of-year assets rose from $172M in the plan year 2022 filing to $174M in the plan year 2023 filing.
  • White Castle Profit Sharing Plan reported participants rose from 4,241 in the plan year 2022 filing to 4,284 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 · Profit Sharing

White Castle Profit Sharing Plan · $174M · 4,284 · 94th

  • NET $174M
  • NET 4,284
  • NET 94th
  • NET Profit Sharing
  • NET near Dtts Profit Sharing Plan
  • NET ind #3769

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 Profit Sharing Plan in the asset neighbourhood

TACK$175MDtts Profit Sharing Plan$175MWhite Castle Profit Sharing PlanWhite Castle Profit Sharing …$174MTiaa-Cref Retirement Plan for All Employees of the Aspen Inst.Tiaa-Cref Retirement Plan fo…$173MAmplify Hr Management Retirement Savings PlanAmplify Hr Management Retire…$173M
End-of-year total assets ($M) among White Castle Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$172M
Net Assets (End of Year)$174M
Net Income$2M
Employer EIN314340520
Plan Effective Date1949-12-29
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 Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

White Castle Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 00.511.52 Total assets ($B) Participants White Castle Profit Sharing Plan, Total assets ($B): 0.174108891 · Participants: 4284White Castle Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
White Castle Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare White Castle Profit Sharing Plan side-by-side with 3 peers →

White Castle Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Dtts Profit Sharing Plan in NY ($175M); by covered participants it is Major League Baseball Players Investment Plan in MD (4,293 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($174M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,284 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 Profit Sharing Plan assets move in 2023? ▼
White Castle Profit Sharing Plan edged up modestly - up 1.1% during 2023, from $172M to $174M. Reported net income was $2M.
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 Profit Sharing Plan rank by assets among Form 5500 filers? ▼
White Castle Profit Sharing Plan 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 Profit Sharing plans are similar in size to White Castle Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dtts Profit Sharing Plan in NY ($175M, 123 participants).
Which Profit Sharing plans cover a similar participant headcount to White Castle Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Major League Baseball Players Investment Plan in MD (4,293 participants, $1.1B 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.