401(k)
2024 plan-year 401(k) DOL Form 5500

The Steak 'n Shake 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Steak N Shake Inc. · Indiana · Food Services & Accommodation

What the 2023 filing shows

The Steak 'n Shake 401(k) Savings Plan holds $18M for 1,134 participants — about $15,435 per participant, up 5.5% over the 2024 plan year.

$18M
total plan assets (2024 EOY)
1,134
covered participants
$15,435
avg assets per participant
+5.5%
assets growth YoY
Total Assets (2023)
$18M
Participants
1,134
State
Industry
Food Services & Accommodation

What the Filing Says About The Steak 'n Shake 401(k) Savings Plan

The Steak 'n Shake 401(k) Savings Plan is a 401(k) retirement plan sponsored by Steak N Shake Inc., headquartered in Indiana. As of the 2024 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 1,134 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 351604308, and the plan has been effective since 1953-09-28. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2024 to $18M at year-end — a gain of 5.5%. Net assets (after liabilities) closed the year at $18M, with reported net income of $957K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$17M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$957K
Plan Type401(k)
Employer EIN351604308
Plan Effective Date1953-09-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Steak N Shake Inc.)

Year Plans Participants Total Assets
2022 1 4,337 $15M
2023 1 4,010 $17M
2024 1 1,134 $18M

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Frequently Asked Questions

How much money is in the The Steak 'n Shake 401(k) Savings Plan?
As of the 2024 Form 5500 filing, The Steak 'n Shake 401(k) Savings Plan holds $18M in total assets with 1,134 participants. It is sponsored by Steak N Shake Inc..
What type of plan is The Steak 'n Shake 401(k) Savings Plan?
The Steak 'n Shake 401(k) Savings Plan is a 401(k) plan. It has been effective since 1953-09-28. The plan is filed with the U.S. Department of Labor under EIN 351604308.
Who sponsors the The Steak 'n Shake 401(k) Savings Plan?
The Steak 'n Shake 401(k) Savings Plan is sponsored by Steak N Shake Inc., located in Indiana. The sponsor's EIN is 351604308 and the plan operates in the Food Services & Accommodation industry.
How did The Steak 'n Shake 401(k) Savings Plan perform in 2024?
The Steak 'n Shake 401(k) Savings Plan grew by 5.5% during 2024, moving from $17M to $18M in total assets. Net income was $957K.
Where can I find official filings for The Steak 'n Shake 401(k) Savings Plan?
Official Form 5500 filings for The Steak 'n Shake 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 351604308 or plan name at efast.dol.gov.
How does The Steak 'n Shake 401(k) Savings Plan compare to other plans?
You can compare The Steak 'n Shake 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 351604308.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.