401(k) · DOL Form 5500 · 2023

Fazoli's Restaurant Group, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
410
Participants Below avg headcount
67th
Percentile by assets National rank
$35,573
Avg per participant Low balance/head
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Official DOL plan name: Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan · Sponsored by Fazoli's Restaurant Group, Inc. · Kentucky · Food Services & Accommodation

$15M in assets, 410 participants

Fazoli's Restaurant Group, Inc.'s Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan reported $15M in total assets and 410 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,443 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan ranks #3,443 of 3,828 2023 filers by assets (134% of the sector average)-$15M for 410 participants.

#3,443
in Food Services & Accommodation (3,828 peers)
+12.5%
assets growth YoY

Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$14,584,991 Top 33% higher than 67% 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

Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (410 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205593113 · Fazoli's Restaurant Group, Inc. PY 2023 · 401(k)

Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan · $15M · 410 · 67th

  • PHOTO $15M
  • IND 410
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Robbins Research International, Inc. 401(k) Plan
  • PCT ind #3443

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 →

Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Avita Medical Americas LLC 401(k) Profit Sharing Plan and TrustAvita Medical Americas LLC 4…$15MPrison Rehabilitative Industries and Diversified Enterprises 401(k) Retirement PlanPrison Rehabilitative Indust…$15MFazoli's Restaurant Group, Inc. 401(k) Retirement Savings PlanFazoli's Restaurant Group, I…$15MRobbins Research International, Inc. 401(k) PlanRobbins Research Internation…$15MOjai Valley Inn 401(k) Savings PlanOjai Valley Inn 401(k) Savin…$15M
End-of-year total assets ($M) among Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN205593113
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fazoli's Restaurant Group, Inc.)

Sponsor-wide plan assets over time

All Fazoli's Restaurant Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 10.554633396891992% vs 2022
2024 filing year
$12.5M$13M$13.5M$14M$14.5M$15M 202220232024 $13M $14.3M ▲ +10.6%
Year Plans Participants Total Assets
2022 1 408 $13M
2023 1 410 $15M
2024 1 405 $14M

Nearby 401(k) Plans in Kentucky

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

Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.014584991 · Participants: 410Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings 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
Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Robbins Research International, Inc. 401(k) Plan in CA ($15M); by covered participants it is Logixhealth, Inc 401(k) Plan in MA (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼
Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan grew at a solid clip - up 12.5% during 2023, from $13M to $15M. Reported net income was $2M.
How have Fazoli's Restaurant Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fazoli's Restaurant Group, Inc.'s sponsor-wide assets grew 10.6%, from $13M to $14M.
Which 401(k) plans are similar in size to Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robbins Research International, Inc. 401(k) Plan in CA ($15M, 288 participants).
Which 401(k) plans cover a similar participant headcount to Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logixhealth, Inc 401(k) Plan in MA (410 participants, $19M 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 205593113.

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.