401(k) · DOL Form 5500 · 2024
Whataburger Restaurants LLC 401(k) Plan
Data updated 2026-08-25
- $262M
- Total assets Near avg plan size
- 38,324
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $6,835
- Avg per participant Low balance/head
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.
- #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.
- #3,628
- in Food Services & Accommodation (3,672 peers)
- +11.1%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Whataburger 401(k) Savings Plan's outsized position by total assets
Whataburger 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$261,963,127 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Whataburger 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whataburger 401(k) Savings Plan is a mega filing (38,324 participants), the rightmost band on the breakdown.
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.
Plan-year Form 5500 strip
Filing strip 301199687 · Whataburger Restaurants LLC PY 2024 · 401(k)
Whataburger 401(k) Savings Plan · $262M · 38,324 · 95th
- IND $262M
- EOY 38,324
- 5500 95th
- ASSETS 401(k)
- PCT near Cumulus Media 401(k) Plan
- EIN ind #3628
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 Texas →
Whataburger 401(k) Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Whataburger Restaurants LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $262M 21.868410707049506% vs 2022
- 2024 filing year
| 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.
- 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 |
Whataburger 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Cumulus Media 401(k) Plan in GA ($262M); by covered participants it is Advantage 401(k) Savings Plan in MO (38,300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($262M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (38,324 participants); asset peers above are excluded.
- Advantage 401(k) Savings Plan (MO) 38,300 · 24 off
- Abbott Laboratories Stock Retirement Plan (IL) 38,229 · 95 off
- Savings and Supplemental Retirement Plan of Novant Health, Inc. (NC) 38,190 · 134 off
- Iu Health 401(k) Savings Plan (IN) 38,460 · 136 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.