401(k) · DOL Form 5500 · 2024
Fazoli's Restaurant Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 405
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $35,405
- Avg per participant Low balance/head
Official DOL plan name: Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan · Sponsored by Fazoli's Restaurant Group, Inc. · Kentucky · Food Services & Accommodation
$14M in assets, 405 participants
Fazoli's Restaurant Group, Inc.'s Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan reported $14M in total assets and 405 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #3,244 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan ranks #3,244 of 3,672 2024 filers by assets (136% of the sector average)-$14M for 405 participants.
- #3,244
- in Food Services & Accommodation (3,672 peers)
- -1.7%
- assets change YoY
The plan reported a net loss of $246K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,339,125 Top 37% higher than 63% 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
Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (405 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$246K in the plan year 2024 filing.
- Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan end-of-year assets fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan reported participants fell from 410 in the plan year 2023 filing to 405 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 205593113 · Fazoli's Restaurant Group, Inc. PY 2024 · 401(k)
Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan · $14M · 405 · 63rd
- RANK $14M
- PHOTO 405
- IND 63rd
- EOY 401(k)
- 5500 near Axle Logistics 401(k) Plan
- ASSETS ind #3244
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 →
Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$246K |
| Employer EIN | 205593113 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fazoli's Restaurant Group, Inc.)
Sponsor-wide plan assets over time
All Fazoli's Restaurant Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 10.554633396891992% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 408 | $13M |
| 2023 | 1 | 410 | $15M |
| 2024 | 1 | 405 | $14M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Axle Logistics 401(k) Plan in TN ($14M); by covered participants it is Bedford Industries, Inc. Salary Savings Plan in MN (405 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Axle Logistics 401(k) Plan (TN) $14M · 409
- Body Contour Centers, LLC 401(k) Plan (WA) $14M · 1,310
- Day 1 Academies 401(k) Plan (WA) $14M · 483
- Mmm Associate 401(k) Plan (GA) $14M · 107
Similar participant headcount
Nearest other-state filings by covered participants (405 participants); asset peers above are excluded.
- Bedford Industries, Inc. Salary Savings Plan (MN) 405 · 0 off
- Link Engineering Company Tax Deferred Savings Plan-401(k) (MI) 405 · 0 off
- Houston Zoo Employees' 401(k) Plan (TX) 405 · 0 off
- 403(b) Thrift Plan for Employees of Valleylife (AZ) 405 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.