401(k) · DOL Form 5500 · 2024

Steak N Shake Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
1,134
Participants Near avg headcount
68th
Percentile by assets National rank
$15,435
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Steak 'n Shake 401(k) Savings Plan · Sponsored by Steak N Shake Inc. · Indiana · Food Services & Accommodation

$18M in assets, 1,134 participants

Steak N Shake Inc.'s The Steak 'n Shake 401(k) Savings Plan reported $18M in total assets and 1,134 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,317 in Food Services & Accommodation (3,672 peers)

Coverage in Indiana

The Steak 'n Shake 401(k) Savings Plan covers 1,134 participants in Indiana, 2.1x the typical Indiana plan (state average ~541 per filing). Assets: $18M.

#3,317
in Food Services & Accommodation (3,672 peers)
+5.5%
assets growth YoY

The Steak 'n Shake 401(k) Savings Plan's outsized position by total assets

The Steak 'n Shake 401(k) Savings Plan vs every filed plan by assets

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

$17,503,085 Top 32% higher than 68% 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

The Steak 'n Shake 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Steak 'n Shake 401(k) Savings Plan lands in the large band (1,134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Steak 'n Shake 401(k) Savings Plan reported participants fell from 4,010 in the plan year 2023 filing to 1,134 in the plan year 2024 filing.
  • The Steak 'n Shake 401(k) Savings Plan reported net income fell from $1M in the plan year 2023 filing to $957K in the plan year 2024 filing.
  • The Steak 'n Shake 401(k) Savings Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 351604308 · Steak N Shake Inc. PY 2024 · 401(k)

The Steak 'n Shake 401(k) Savings Plan · $18M · 1,134 · 68th

  • EOY $18M
  • EOY 1,134
  • EOY 68th
  • EOY 401(k)
  • EOY near Hobas Pipe USA, Inc. 401(k) Profit Sharing Plan
  • EOY ind #3317

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 Indiana →

The Steak 'n Shake 401(k) Savings Plan in the asset neighbourhood

The Steak 'n Shake 401(k) Savings PlanThe Steak 'n Shake 401(k) Sa…$18MHobas Pipe USA, Inc. 401(k) Profit Sharing PlanHobas Pipe USA, Inc. 401(k) …$18MOntellus 401(k) Plan$18MCommunity Health Connections 401(k) PlanCommunity Health Connections…$18MWatson, Farley & Williams LLP 401(k) Employee Savings & ProfitWatson, Farley & Williams LL…$18M
End-of-year total assets ($M) among The Steak 'n Shake 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

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

Sponsor Plan History (Steak N Shake Inc.)

Sponsor-wide plan assets over time

All Steak N Shake Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 15.448280865841413% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $15.2M $17.5M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 4,337 $15M
2023 1 4,010 $17M
2024 1 1,134 $18M

Nearby 401(k) Plans in Indiana

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

The Steak 'n Shake 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The Steak 'n Shake 401(k) Savings Plan, Total assets ($B): 0.017503085 · Participants: 1134The Steak 'n Shake 401(k) Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
The Steak 'n Shake 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare The Steak 'n Shake 401(k) Savings Plan side-by-side with 3 peers →

The Steak 'n Shake 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Hobas Pipe USA, Inc. 401(k) Profit Sharing Plan in TX ($18M); by covered participants it is F & W Professional Services, LLC 401(k) Plan in NJ (1,134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,134 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 The Steak 'n Shake 401(k) Savings Plan assets move in 2024? ▼
The Steak 'n Shake 401(k) Savings Plan grew at a solid clip - up 5.5% during 2024, from $17M to $18M. Reported net income was $957K.
How have Steak N Shake Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steak N Shake Inc.'s sponsor-wide assets grew 15.4%, from $15M to $18M.
Which 401(k) plans are similar in size to The Steak 'n Shake 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hobas Pipe USA, Inc. 401(k) Profit Sharing Plan in TX ($18M, 111 participants).
Which 401(k) plans cover a similar participant headcount to The Steak 'n Shake 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F & W Professional Services, LLC 401(k) Plan in NJ (1,134 participants, $5M 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 351604308.

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.