401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,512
Participants Near avg headcount
55th
Percentile by assets National rank
$6,299
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,089
in Food Services & Accommodation (3,672 peers)
+21.2%
assets growth YoY

Wendy's Employee Investment Plan's mid-pack asset rank among Food Services & Accommodation and all filers

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 $2,050,000,000 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 Employee Investment 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 Employee Investment Plan lands in the large band (1,512 participants).

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 →

Form 5500 schedule snapshot

Filing strip 610888584 · Wendys of Bowling Green, Inc. PY 2024 · 401(k)

Wendy's Employee Investment Plan · $10M · 1,512 · 55th

  • 5500 $10M
  • 5500 1,512
  • 5500 55th
  • 5500 401(k)
  • 5500 near Michael Reilly Design LLC 401(k) Plan
  • 5500 ind #3089

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 Kentucky →

Wendy's Employee Investment Plan in the asset neighbourhood

Wendy's Employee Investment PlanWendy's Employee Investment …$10MMichael Reilly Design LLC 401(k) PlanMichael Reilly Design LLC 40…$10MCurtis-Toledo, Inc. 401(k) PlanCurtis-Toledo, Inc. 401(k) P…$10MProfessional Case Management 401(k) PlanProfessional Case Management…$10MMeridian Group 401(k) Profit Sharing Plan & TrustMeridian Group 401(k) Profit…$10M
End-of-year total assets ($M) among Wendy's Employee Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Wendys of Bowling Green, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 58.57036136879643% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $6.01M $9.52M ▲ +58.4%
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 ($B) Participants Wendy's Employee Investment Plan, Total assets ($B): 0.009524302 · Participants: 1512Wendy's Employee Investment PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark 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 →

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

Outside Kentucky, the nearest 401(k) by assets is Michael Reilly Design LLC 401(k) Plan in LA ($10M); by covered participants it is Charlestowne Hotels, Inc. 401(k) Plan in SC (1,512 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,512 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 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).
Which 401(k) plans cover a similar participant headcount to Wendy's Employee Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Charlestowne Hotels, Inc. 401(k) Plan in SC (1,512 participants, $5M 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 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.