401(k) · DOL Form 5500 · 2024
Whataburger Restaurants LLC 401(k) Plan
Data updated 2026-08-11
- $262M
- Total assets
- 38,324
- Participants
- 95th
- Percentile by assets
- $6,835
- Avg per participant
Official DOL plan name: Whataburger 401(k) Savings Plan · Sponsored by Whataburger Restaurants LLC · Texas · Food Services & Accommodation
$262M in assets, 38,324 participants
Whataburger Restaurants LLC's Whataburger 401(k) Savings Plan reported $262M in total assets and 38,324 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 123,622 plans)
- #3,628 in Food Services & Accommodation (3,672 peers)
Coverage in Texas
Whataburger 401(k) Savings Plan covers 38,324 participants in Texas, 56x the typical Texas plan (state average ~688 per filing). Assets: $262M.
- $262M
- total plan assets (2024 EOY)
- 38,324
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $6,835
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whataburger 401(k) Savings Plan reported net income rose from $21M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Whataburger 401(k) Savings Plan end-of-year assets rose from $236M in the plan year 2023 filing to $262M in the plan year 2024 filing.
- Whataburger 401(k) Savings Plan reported participants rose from 36,109 in the plan year 2023 filing to 38,324 in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Whataburger 401(k) Savings Plan reports 38,324 participants - 56x that state average ($262M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $236M |
|---|---|
| Net Assets (End of Year) | $262M |
| Net Income | $26M |
| Employer EIN | 301199687 |
| Plan Effective Date | 1971-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whataburger Restaurants LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36,855 | $215M |
| 2023 | 1 | 36,109 | $236M |
| 2024 | 1 | 38,324 | $262M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Whataburger 401(k) Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Scale composition for Whataburger 401(k) Savings Plan
Whataburger 401(k) Savings Plan reports $262M in end-of-year assets across 38,324 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.041% of 93,925,755 covered participants) - about $6,835 per participant (5% of the national average assets-per-participant) . Net income for plan year 2024 was $26M.
This plan identity (EIN 301199687, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $215M to $262M (+21.9%) while covered participants moved from 36,855 to 38,324 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 36,855 | $215M | Open filing |
| 2023 | 36,109 | $236M | Open filing |
| 2024 · index core | 38,324 | $262M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Whataburger 401(k) Savings Plan by total assets, not by location.
- Cumulus Media 401(k) Plan (GA) $262M · 3,279
- The 401(k) Plan - Americo, Crl & Ipfs (MO) $262M · 1,779
- Adams and Reese LLP 401(k) Profit Sharing Plan and Trust (LA) $262M · 400
- Griffith Supplemental Retirement & Savings Plan (IL) $262M · 863
Frequently Asked Questions
How did Whataburger 401(k) Savings Plan assets move in 2024? ▼
How have Whataburger Restaurants LLC plan assets changed over time? ▼
Where does Whataburger 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Whataburger 401(k) Savings Plan? ▼
Next read for Whataburger 401(k) Savings Plan
Filing takeaways
Ways to act on Whataburger 401(k) Savings Plan's numbers.
- By total assets, Whataburger 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Whataburger Restaurants LLC's sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Food Services & Accommodation plans