401(k) · DOL Form 5500 · 2024

J. a. Sutherland, Inc., Dba Taco Bell 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
191
Participants Below avg headcount
36th
Percentile by assets National rank
$17,515
Avg per participant Low balance/head
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Official DOL plan name: J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan · Sponsored by J. a. Sutherland, Inc., Dba Taco Bell · California · Food Services & Accommodation

$3M in assets, 191 participants

J. a. Sutherland, Inc., Dba Taco Bell's J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan reported $3M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,606 in Food Services & Accommodation (3,672 peers)

Coverage in California

J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan covers 191 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $3M.

#2,606
in Food Services & Accommodation (3,672 peers)
+14.7%
assets growth YoY

J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers

J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,345,399 36th percentile higher than 36% of 123,620 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 2024

J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan reported net income rose from $309K in the plan year 2023 filing to $429K in the plan year 2024 filing.
  • J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan reported participants fell from 213 in the plan year 2023 filing to 191 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 680094626 · J. a. Sutherland, Inc., Dba Taco Bell PY 2024 · 401(k)

J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan · $3M · 191 · 36th

  • RANK $3M
  • PHOTO 191
  • IND 36th
  • EOY 401(k)
  • 5500 near The Hamilton Family Charitable Trust
  • ASSETS ind #2606

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 California →

J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan in the asset neighbourhood

J. a. Sutherland, Inc. Dba Taco Bell Retirement PlanJ. a. Sutherland, Inc. Dba T…$3MThe Hamilton Family Charitable TrustThe Hamilton Family Charitab…$3MHuggins & Company Cpa PA 401(k)Safe Harbor PlanHuggins & Company Cpa PA 401…$3MJohn E. Reid & Associates Inc. 401(k) Profit Sharing PlanJohn E. Reid & Associates In…$3MPerformance Spine & Sports Physicians, PC 401(k) PlanPerformance Spine & Sports P…$3M
End-of-year total assets ($M) among J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$429K
Employer EIN680094626
Plan Effective Date1997-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. a. Sutherland, Inc., Dba Taco Bell)

Sponsor-wide plan assets over time

All J. a. Sutherland, Inc., Dba Taco Bell plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.27676408402909% vs 2022
2024 filing year
$2.5M$3M$3.5M 202220232024 $2.61M $3.35M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 199 $3M
2023 1 213 $3M
2024 1 191 $3M

Nearby 401(k) Plans in California

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

J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan, Total assets ($B): 0.003345399 · Participants: 191J. a. Sutherland, Inc. Dba Taco Bell Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan side-by-side with 3 peers →

J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Hamilton Family Charitable Trust in PA ($3M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan assets move in 2024? ▼
J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan grew at a solid clip - up 14.7% during 2024, from $3M to $3M. Reported net income was $429K.
How have J. a. Sutherland, Inc., Dba Taco Bell plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. a. Sutherland, Inc., Dba Taco Bell's sponsor-wide assets grew 28.3%, from $3M to $3M.
Which 401(k) plans are similar in size to J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hamilton Family Charitable Trust in PA ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown-Campbell Company 401(k) Plan in MI (191 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680094626.

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.