401(k)
2024 plan-year 401(k) DOL Form 5500

White Castle 401(k) Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by White Castle System, Inc. · Ohio · Food Services & Accommodation

What the 2023 filing shows

White Castle 401(k) Retirement Savings Plan holds $97M for 1,862 participants — about $51,911 per participant, up 18.4% over the 2024 plan year.

$97M
total plan assets (2024 EOY)
1,862
covered participants
$51,911
avg assets per participant
+18.4%
assets growth YoY
Total Assets (2023)
$97M
Participants
1,862
State
Industry
Food Services & Accommodation

What the Filing Says About White Castle 401(k) Retirement Savings Plan

White Castle 401(k) Retirement Savings Plan is a 401(k) retirement plan sponsored by White Castle System, Inc., headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $97M in total end-of-year assets and covers 1,862 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 314340520, and the plan has been effective since 2015-09-20. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $82M at the beginning of 2024 to $97M at year-end — a gain of 18.4%. Net assets (after liabilities) closed the year at $97M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$82M
Total Assets (End of Year)$97M
Net Assets (End of Year)$97M
Net Income$15M
Plan Type401(k)
Employer EIN314340520
Plan Effective Date2015-09-20
Filing StatusFILING RECEIVED

Sponsor Plan History (White Castle System, Inc.)

Year Plans Participants Total Assets
2022 3 8,304 $407M
2023 3 7,994 $436M
2024 3 8,145 $441M

Nearby 401(k) Plans in Ohio

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Frequently Asked Questions

How much money is in the White Castle 401(k) Retirement Savings Plan?
As of the 2024 Form 5500 filing, White Castle 401(k) Retirement Savings Plan holds $97M in total assets with 1,862 participants. It is sponsored by White Castle System, Inc..
What type of plan is White Castle 401(k) Retirement Savings Plan?
White Castle 401(k) Retirement Savings Plan is a 401(k) plan. It has been effective since 2015-09-20. The plan is filed with the U.S. Department of Labor under EIN 314340520.
Who sponsors the White Castle 401(k) Retirement Savings Plan?
White Castle 401(k) Retirement Savings Plan is sponsored by White Castle System, Inc., located in Ohio. The sponsor's EIN is 314340520 and the plan operates in the Food Services & Accommodation industry.
How did White Castle 401(k) Retirement Savings Plan perform in 2024?
White Castle 401(k) Retirement Savings Plan grew by 18.4% during 2024, moving from $82M to $97M in total assets. Net income was $15M.
Where can I find official filings for White Castle 401(k) Retirement Savings Plan?
Official Form 5500 filings for White Castle 401(k) Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 314340520 or plan name at efast.dol.gov.
How does White Castle 401(k) Retirement Savings Plan compare to other plans?
You can compare White Castle 401(k) Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 314340520.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.