401(k) · DOL Form 5500 · 2023
Whataburger Restaurants LLC 401(k) Plan
Data updated 2026-08-11
- $236M
- Total assets
- 36,109
- Participants
- 95th
- Percentile by assets
- $6,529
- Avg per participant
Official DOL plan name: Whataburger 401(k) Savings Plan · Sponsored by Whataburger Restaurants LLC · Texas · Food Services & Accommodation
$236M in assets, 36,109 participants
Whataburger Restaurants LLC's Whataburger 401(k) Savings Plan reported $236M in total assets and 36,109 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #3,783 in Food Services & Accommodation (3,828 peers)
Coverage in Texas
Whataburger 401(k) Savings Plan covers 36,109 participants in Texas, 53x the typical Texas plan (state average ~688 per filing). Assets: $236M.
- $236M
- total plan assets (2023 EOY)
- 36,109
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $6,529
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Whataburger 401(k) Savings Plan reported net income rose from -$60M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Whataburger 401(k) Savings Plan end-of-year assets rose from $215M in the plan year 2022 filing to $236M in the plan year 2023 filing.
- Whataburger 401(k) Savings Plan reported participants fell from 36,855 in the plan year 2022 filing to 36,109 in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Whataburger 401(k) Savings Plan reports 36,109 participants - 53x that state average ($236M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $215M |
|---|---|
| Net Assets (End of Year) | $236M |
| Net Income | $21M |
| Employer EIN | 301199687 |
| Plan Effective Date | 1971-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whataburger Restaurants LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36,855 | $215M |
| 2023 | 1 | 36,109 | $236M |
| 2024 | 1 | 38,324 | $262M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Whataburger 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Whataburger 401(k) Savings Plan
Whataburger 401(k) Savings Plan reports $236M in end-of-year assets across 36,109 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.038% of 93,925,755 covered participants) - about $6,529 per participant (5% of the national average assets-per-participant) . Net income for plan year 2023 was $21M.
This plan identity (EIN 301199687, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $215M to $262M (+21.9%) while covered participants moved from 36,855 to 38,324 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 36,855 | $215M | Open filing |
| 2023 | 36,109 | $236M | This page |
| 2024 · index core | 38,324 | $262M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Whataburger 401(k) Savings Plan (401(k), $262M, 38,324 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Whataburger 401(k) Savings Plan by total assets, not by location.
- Moran Towing Corporation 401(k) Plan (CT) $236M · 803
- Macom Technology Solutions Holdings, Inc. 401(k) Plan (MA) $236M · 875
- Williams International Employees Savings Plan (MI) $235M · 2,016
- Daktronics, Inc. 401(k) Plan (SD) $235M · 2,254
Frequently Asked Questions
How did Whataburger 401(k) Savings Plan assets move in 2023? ▼
How have Whataburger Restaurants LLC plan assets changed over time? ▼
Where does Whataburger 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Whataburger 401(k) Savings Plan? ▼
Next read for Whataburger 401(k) Savings Plan
Filing takeaways
Ways to act on Whataburger 401(k) Savings Plan's numbers.
- By total assets, Whataburger 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Whataburger Restaurants LLC's sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Food Services & Accommodation plans