401(k) · DOL Form 5500 · 2023

Potbelly Sandwich Works, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
6,219
Participants Above avg headcount
72nd
Percentile by assets National rank
$3,103
Avg per participant Low balance/head
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Official DOL plan name: Potbelly Sandwich Works 401(k) Plan · Sponsored by Potbelly Sandwich Works, LLC · Illinois · Food Services & Accommodation

$19M in assets, 6,219 participants

Potbelly Sandwich Works, LLC's Potbelly Sandwich Works 401(k) Plan reported $19M in total assets and 6,219 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #3,527 in Food Services & Accommodation (3,828 peers)

Coverage in Illinois

Potbelly Sandwich Works 401(k) Plan covers 6,219 participants in Illinois, 8.0x the typical Illinois plan (state average ~779 per filing). Assets: $19M.

#3,527
in Food Services & Accommodation (3,828 peers)
+23.2%
assets growth YoY

Potbelly Sandwich Works 401(k) Plan's outsized position by total assets

Potbelly Sandwich Works 401(k) Plan vs every filed plan by assets

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

$19,297,766 Top 28% higher than 72% 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

Potbelly Sandwich Works 401(k) 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. Potbelly Sandwich Works 401(k) Plan lands in the large band (6,219 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Potbelly Sandwich Works 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Potbelly Sandwich Works 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Potbelly Sandwich Works 401(k) Plan reported participants fell from 6,256 in the plan year 2022 filing to 6,219 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364063453 · Potbelly Sandwich Works, LLC PY 2023 · 401(k)

Potbelly Sandwich Works 401(k) Plan · $19M · 6,219 · 72nd

  • RANK $19M
  • RANK 6,219
  • RANK 72nd
  • RANK 401(k)
  • RANK near Rural Health Services Consortium, Inc. 401(k) Plan
  • RANK ind #3527

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 Illinois →

Potbelly Sandwich Works 401(k) Plan in the asset neighbourhood

Potbelly Sandwich Works 401(k) PlanPotbelly Sandwich Works 401(…$19MRural Health Services Consortium, Inc. 401(k) PlanRural Health Services Consor…$19MSemper Virens Bakery Food Cooperative, Inc. 401(k) PlanSemper Virens Bakery Food Co…$19MAtlas Healthcare, LLC 401(k) PlanAtlas Healthcare, LLC 401(k)…$19MSunsouth LLC 401(k) Plan$19M
End-of-year total assets ($M) among Potbelly Sandwich Works 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN364063453
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Potbelly Sandwich Works, LLC)

Sponsor-wide plan assets over time

All Potbelly Sandwich Works, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 42.98758672898822% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.7M $22.4M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 6,256 $16M
2023 1 6,219 $19M
2024 1 4,643 $22M

Nearby 401(k) Plans in Illinois

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

Potbelly Sandwich Works 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Potbelly Sandwich Works 401(k) Plan, Total assets ($B): 0.019297766 · Participants: 6219Potbelly Sandwich Works 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Potbelly Sandwich Works 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Potbelly Sandwich Works 401(k) Plan side-by-side with 3 peers →

Potbelly Sandwich Works 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Rural Health Services Consortium, Inc. 401(k) Plan in TN ($19M); by covered participants it is Ollie's Bargain Outlet, Inc. 401(k) Retirement Plan in PA (6,223 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,219 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 Potbelly Sandwich Works 401(k) Plan assets move in 2023? ▼
Potbelly Sandwich Works 401(k) Plan grew sharply - up 23.2% during 2023, from $16M to $19M. Reported net income was $3M.
How have Potbelly Sandwich Works, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Potbelly Sandwich Works, LLC's sponsor-wide assets grew 43.0%, from $16M to $22M.
Which 401(k) plans are similar in size to Potbelly Sandwich Works 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rural Health Services Consortium, Inc. 401(k) Plan in TN ($19M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Potbelly Sandwich Works 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ollie's Bargain Outlet, Inc. 401(k) Retirement Plan in PA (6,223 participants, $29M 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 364063453.

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.