401(k) · DOL Form 5500 · 2024
The Wendy's Company 401(k) Plan
Data updated 2026-08-25
- $294M
- Total assets Near avg plan size
- 11,881
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $24,743
- Avg per participant Low balance/head
Official DOL plan name: The Wendy's Company 401(k) Retirement Plan · Sponsored by The Wendy's Company · Ohio · Food Services & Accommodation
$294M in assets, 11,881 participants
The Wendy's Company's The Wendy's Company 401(k) Retirement Plan reported $294M in total assets and 11,881 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,633 in Food Services & Accommodation (3,672 peers)
Coverage in Ohio
The Wendy's Company 401(k) Retirement Plan covers 11,881 participants in Ohio, 16x the typical Ohio plan (state average ~765 per filing). Assets: $294M.
- #3,633
- in Food Services & Accommodation (3,672 peers)
- +8.9%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
The Wendy's Company 401(k) Retirement Plan's outsized position by total assets
The Wendy's Company 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$293,971,776 Top 4% higher than 96% 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
The Wendy's Company 401(k) Retirement 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. The Wendy's Company 401(k) Retirement Plan is a mega filing (11,881 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Wendy's Company 401(k) Retirement Plan reported participants rose from 8,373 in the plan year 2023 filing to 11,881 in the plan year 2024 filing.
- The Wendy's Company 401(k) Retirement Plan reported net income rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- The Wendy's Company 401(k) Retirement Plan end-of-year assets rose from $270M in the plan year 2023 filing to $294M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 380471180 · The Wendy's Company PY 2024 · 401(k)
The Wendy's Company 401(k) Retirement Plan · $294M · 11,881 · 96th
- NET $294M
- BOOK 11,881
- VS-ST 96th
- BOY 401(k)
- SCH near Halma Holdings Inc. Profit Sharing/Savings Retirement Plan
- EBSA ind #3633
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 Ohio →
The Wendy's Company 401(k) Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $270M |
|---|---|
| Net Assets (End of Year) | $294M |
| Net Income | $24M |
| Employer EIN | 380471180 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Wendy's Company)
Sponsor-wide plan assets over time
All The Wendy's Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $294M 18.478310481207046% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,230 | $248M |
| 2023 | 1 | 8,373 | $270M |
| 2024 | 1 | 11,881 | $294M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Scale composition for The Wendy's Company 401(k) Retirement Plan
The Wendy's Company 401(k) Retirement Plan reports $294M in end-of-year assets across 11,881 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $24,743 per participant (18% of the national average assets-per-participant) . Net income for plan year 2024 was $24M.
This plan identity (EIN 380471180, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $248M to $294M (+18.5%) while covered participants moved from 6,230 to 11,881 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,230 | $248M | Open filing |
| 2023 | 8,373 | $270M | Open filing |
| 2024 · index core | 11,881 | $294M | This page |
The Wendy's Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Halma Holdings Inc. Profit Sharing/Savings Retirement Plan in NJ ($294M); by covered participants it is Tetra Tech, Inc. and Subsidiaries Retirement Plan in CT (11,882 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($294M here).
- Halma Holdings Inc. Profit Sharing/Savings Retirement Plan (NJ) $294M · 2,793
- Sally Beauty 401(k) and Profit Sharing Plan (TX) $294M · 18,303
- Bank Ozk 401(k) Retirement Savings Plan (AR) $294M · 2,788
- Npi/Nrca Employees Savings and Investment Plan (CA) $294M · 482
Similar participant headcount
Nearest other-state filings by covered participants (11,881 participants); asset peers above are excluded.
- Tetra Tech, Inc. and Subsidiaries Retirement Plan (CT) 11,882 · 1 off
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan (SC) 11,878 · 3 off
- True Care Ventures Retirement Savings Plan (NY) 11,885 · 4 off
- Forest River, Inc. 401(k) Plan (IN) 11,867 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.