401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$9M
Total assets Small plan by assets
5,416
Participants Above avg headcount
54th
Percentile by assets National rank
$1,696
Avg per participant Low balance/head
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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.

  • #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.

#3,071
in Food Services & Accommodation (3,672 peers)
+10.2%
assets growth YoY

Wendy's of Colorado Springs 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

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 $2,050,000,000 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

Wendy's of Colorado Springs 401(k) 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. Wendy's of Colorado Springs 401(k) Plan lands in the large band (5,416 participants).

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 →

Published 5500 schedule card

Filing strip 840706429 · Wendy's of Colorado Springs, Inc. PY 2024 · 401(k)

Wendy's of Colorado Springs 401(k) Plan · $9M · 5,416 · 54th

  • EBSA $9M
  • EBSA 5,416
  • EBSA 54th
  • EBSA 401(k)
  • EBSA near Mortgagetrade 401(k) Plan
  • EBSA ind #3071

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 Colorado →

Wendy's of Colorado Springs 401(k) Plan in the asset neighbourhood

Wendy's of Colorado Springs 401(k) PlanWendy's of Colorado Springs …$9MMortgagetrade 401(k) Plan$9MStrata Pathology Services, Inc. 401(k) PlanStrata Pathology Services, I…$9MA.E. Robinson Oil Co., Inc. Profit Sharing PlanA.E. Robinson Oil Co., Inc. …$9MJames Edward & Companies, Inc. 401(k) PlanJames Edward & Companies, In…$9M
End-of-year total assets ($M) among Wendy's of Colorado Springs 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Wendy's of Colorado Springs, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 32.83341011779112% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.92M $9.19M ▲ +32.8%
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 Scatter plot of 6 data points. 020000400006000080000 -1012345 Total assets ($B) Participants Wendy's of Colorado Springs 401(k) Plan, Total assets ($B): 0.009186044 · Participants: 5416Wendy's of Colorado Springs 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Wendy's of Colorado Springs 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Wendy's of Colorado Springs 401(k) Plan side-by-side with 3 peers →

Wendy's of Colorado Springs 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Mortgagetrade 401(k) Plan in MS ($9M); by covered participants it is The Allegiant 401(k) Retirement Plan in NV (5,413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,416 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 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).
Which 401(k) plans cover a similar participant headcount to Wendy's of Colorado Springs 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Allegiant 401(k) Retirement Plan in NV (5,413 participants, $551M 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 840706429.

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.