401(k) · DOL Form 5500 · 2024

Wendys of Bowling Green, Inc. 401(k) Plan

Data updated 2026-08-11

$10M
Total assets
1,512
Participants
55th
Percentile by assets
$6,299
Avg per participant
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Official DOL plan name: Wendy's Employee Investment Plan · Sponsored by Wendys of Bowling Green, Inc. · Kentucky · Food Services & Accommodation

$10M in assets, 1,512 participants

Wendys of Bowling Green, Inc.'s Wendy's Employee Investment Plan reported $10M in total assets and 1,512 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • 55th percentile by assets (of 123,622 plans)
  • #3,089 in Food Services & Accommodation (3,672 peers)

Coverage in Kentucky

Wendy's Employee Investment Plan covers 1,512 participants in Kentucky, 2.3x the typical Kentucky plan (state average ~647 per filing). Assets: $10M.

$10M
total plan assets (2024 EOY)
1,512
covered participants
55th
percentile by assets (of 123,622 plans)
$6,299
avg assets per participant

Where Wendy's Employee Investment Plan sits by total assets

Wendy's Employee Investment Plan vs every filed plan by assets

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

$9,524,302 Top 45% higher than 55% 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 Employee Investment Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Wendy's Employee Investment Plan reported participants rose from 1,336 in the plan year 2023 filing to 1,512 in the plan year 2024 filing.
  • Wendy's Employee Investment Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Kentucky
Industry
Food Services & Accommodation

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Wendy's Employee Investment Plan reports 1,512 participants - 2.3x that state average ($10M EOY assets).

Kentucky filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN610888584
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wendys of Bowling Green, Inc.)

$4M$6M$8M$10M 202220232024 $6.01M $9.52M ▲ +58.4%
Total plan assets by year, all Wendys of Bowling Green, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,361 $6M
2023 1 1,336 $8M
2024 1 1,512 $10M

Nearby 401(k) Plans in Kentucky

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

Wendy's Employee Investment Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Wendy's Employee Inv…, Total assets ($B): 0.009524302 · Participants: 1512Wendy's Employee Inv…Commonspirit Health …, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health …Humana Retirement Sa…, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Sa…UPS/Ipa 401(k) Savin…, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) P…Lexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Wendy's Employee Investment Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Wendy's Employee Investment Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How did Wendy's Employee Investment Plan assets move in 2024? ▼
Wendy's Employee Investment Plan grew sharply - up 21.2% during 2024, from $8M to $10M. Reported net income was $2M.
How have Wendys of Bowling Green, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wendys of Bowling Green, Inc.'s sponsor-wide assets grew 58.6%, from $6M to $10M.
Which 401(k) plans are similar in size to Wendy's Employee Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michael Reilly Design LLC 401(k) Plan in LA ($10M, 166 participants).

Next read for Wendy's Employee Investment Plan

Filing takeaways

Ways to act on Wendy's Employee Investment Plan's numbers.

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 610888584.

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.