401(k) · DOL Form 5500 · 2023

White Castle System, Inc. 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
1,843
Participants Near avg headcount
90th
Percentile by assets National rank
$44,311
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: White Castle 401(k) Retirement Savings Plan · Sponsored by White Castle System, Inc. · Ohio · Food Services & Accommodation

$82M in assets, 1,843 participants

White Castle System, Inc.'s White Castle 401(k) Retirement Savings Plan reported $82M in total assets and 1,843 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,723 in Food Services & Accommodation (3,828 peers)

Coverage in Ohio

White Castle 401(k) Retirement Savings Plan covers 1,843 participants in Ohio, 2.4x the typical Ohio plan (state average ~765 per filing). Assets: $82M.

#3,723
in Food Services & Accommodation (3,828 peers)
+28.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

White Castle 401(k) Retirement Savings Plan's outsized position by total assets

White Castle 401(k) Retirement Savings Plan vs every filed plan by assets

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

$81,665,266 Top 10% higher than 90% 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 401(k) Retirement Savings 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 401(k) Retirement Savings Plan lands in the large band (1,843 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • White Castle 401(k) Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • White Castle 401(k) Retirement Savings Plan end-of-year assets rose from $63M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • White Castle 401(k) Retirement Savings Plan reported participants fell from 1,937 in the plan year 2022 filing to 1,843 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 314340520 · White Castle System, Inc. PY 2023 · 401(k)

White Castle 401(k) Retirement Savings Plan · $82M · 1,843 · 90th

  • ASSETS $82M
  • ASSETS 1,843
  • ASSETS 90th
  • ASSETS 401(k)
  • ASSETS near West Valley Savings Plan
  • ASSETS ind #3723

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 401(k) Retirement Savings Plan in the asset neighbourhood

Adc Physicians, P.a. 401(k) Profit Sharing PlanAdc Physicians, P.a. 401(k) …$82MFullsight, LLC Safe Harbor PlanFullsight, LLC Safe Harbor P…$82MWhite Castle 401(k) Retirement Savings PlanWhite Castle 401(k) Retireme…$82MWest Valley Savings Plan$82MMemphis Radiological Professional Corporation Employees 401(k) Profit Sharing PlanMemphis Radiological Profess…$82M
End-of-year total assets ($M) among White Castle 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$82M
Net Income$18M
Employer EIN314340520
Plan Effective Date2015-09-20
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 401(k) Plans in Ohio

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

White Castle 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants White Castle 401(k) Retirement Savings Plan, Total assets ($B): 0.081665266 · Participants: 1843White Castle 401(k) Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
White Castle 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare White Castle 401(k) Retirement Savings Plan side-by-side with 3 peers →

White Castle 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is West Valley Savings Plan in NY ($82M); by covered participants it is Withumsmith+Brown 401(k) Employee Savings Plan in NJ (1,843 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,843 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 401(k) Retirement Savings Plan assets move in 2023? ▼
White Castle 401(k) Retirement Savings Plan grew sharply - up 28.7% during 2023, from $63M to $82M. Reported net income was $18M.
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 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
White Castle 401(k) Retirement Savings Plan ranks in the 90th 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 401(k) plans are similar in size to White Castle 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Valley Savings Plan in NY ($82M, 308 participants).
Which 401(k) plans cover a similar participant headcount to White Castle 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Withumsmith+Brown 401(k) Employee Savings Plan in NJ (1,843 participants, $257M 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.