401(k) · DOL Form 5500 · 2024

Wendy's of Colorado Springs, Inc. 401(k) Plan

Data updated 2026-08-11

$9M
Total assets
5,416
Participants
54th
Percentile by assets
$1,696
Avg per participant
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Official DOL plan name: Wendy's of Colorado Springs 401(k) Plan · Sponsored by Wendy's of Colorado Springs, Inc. · Colorado · Food Services & Accommodation

$9M in assets, 5,416 participants

Wendy's of Colorado Springs, Inc.'s Wendy's of Colorado Springs 401(k) Plan reported $9M in total assets and 5,416 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • 54th percentile by assets (of 123,622 plans)
  • #3,071 in Food Services & Accommodation (3,672 peers)

Coverage in Colorado

Wendy's of Colorado Springs 401(k) Plan covers 5,416 participants in Colorado, 14x the typical Colorado plan (state average ~376 per filing). Assets: $9M.

$9M
total plan assets (2024 EOY)
5,416
covered participants
54th
percentile by assets (of 123,622 plans)
$1,696
avg assets per participant

Where Wendy's of Colorado Springs 401(k) Plan sits by total assets

Wendy's of Colorado Springs 401(k) Plan vs every filed plan by assets

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

$9,186,044 Top 46% higher than 54% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wendy's of Colorado Springs 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $847K in the plan year 2024 filing.
  • Wendy's of Colorado Springs 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Wendy's of Colorado Springs 401(k) Plan reported participants fell from 5,540 in the plan year 2023 filing to 5,416 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Colorado filers

In Colorado, the average filing covers about 376 participants across 2,719 plans. Wendy's of Colorado Springs 401(k) Plan reports 5,416 participants - 14x that state average ($9M EOY assets).

Colorado filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$847K
Employer EIN840706429
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wendy's of Colorado Springs, Inc.)

$6M$7M$8M$9M$10M 202220232024 $6.92M $9.19M ▲ +32.8%
Total plan assets by year, all Wendy's of Colorado Springs, Inc. plans on file
Year Plans Participants Total Assets
2022 1 6,329 $7M
2023 1 5,540 $8M
2024 1 5,416 $9M

Nearby 401(k) Plans in Colorado

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

Wendy's of Colorado Springs 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Wendy's of Colorado Springs 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -1012345 Total assets ($B) Participants Wendy's of Colorado …Davita Retirement Sa…Ball Corporation 401…Arcadis U.S., Inc. R…Empower Retirement, …Woodward Retirement …
Wendy's of Colorado Springs 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wendy's of Colorado Springs 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Wendy's of Colorado Springs 401(k) Plan assets move in 2024?
Wendy's of Colorado Springs 401(k) Plan grew at a solid clip - up 10.2% during 2024, from $8M to $9M. Reported net income was $847K.
How have Wendy's of Colorado Springs, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wendy's of Colorado Springs, Inc.'s sponsor-wide assets grew 32.8%, from $7M to $9M.
Which 401(k) plans are similar in size to Wendy's of Colorado Springs 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mortgagetrade 401(k) Plan in MS ($9M, 113 participants).

Next read for Wendy's of Colorado Springs 401(k) Plan

Filing takeaways

Ways to act on Wendy's of Colorado Springs 401(k) Plan's numbers.