401(k) · DOL Form 5500 · 2024

Shake Shack Enterprises, LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
7,109
Participants Above avg headcount
83rd
Percentile by assets National rank
$6,402
Avg per participant Low balance/head
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Official DOL plan name: Shake Shack Retirement Plan · Sponsored by Shake Shack Enterprises, LLC · New York · Food Services & Accommodation

$46M in assets, 7,109 participants

Shake Shack Enterprises, LLC's Shake Shack Retirement Plan reported $46M in total assets and 7,109 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #3,509 in Food Services & Accommodation (3,672 peers)

Coverage in New York

Shake Shack Retirement Plan covers 7,109 participants in New York, 8.9x the typical New York plan (state average ~798 per filing). Assets: $46M.

#3,509
in Food Services & Accommodation (3,672 peers)
+35.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Shake Shack Retirement Plan's outsized position by total assets

Shake Shack Retirement Plan vs every filed plan by assets

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

$45,508,361 Top 17% higher than 83% 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

Shake Shack Retirement 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. Shake Shack Retirement Plan lands in the large band (7,109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shake Shack Retirement Plan end-of-year assets rose from $34M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Shake Shack Retirement Plan reported net income rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Shake Shack Retirement Plan reported participants fell from 9,150 in the plan year 2023 filing to 7,109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 264487502 · Shake Shack Enterprises, LLC PY 2024 · 401(k)

Shake Shack Retirement Plan · $46M · 7,109 · 83rd

  • NET $46M
  • BOOK 7,109
  • VS-ST 83rd
  • BOY 401(k)
  • SCH near Cain, Watters & Associates, LLC Retirement Plan & Trust
  • EBSA ind #3509

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 New York →

Shake Shack Retirement Plan in the asset neighbourhood

Emil Estafanous, Cpa an Accountancy Corporation 401(k) PlanEmil Estafanous, Cpa an Acco…$46MShake Shack Retirement Plan$46MCain, Watters & Associates, LLC Retirement Plan & TrustCain, Watters & Associates, …$46MAlliant International University Retirement PlanAlliant International Univer…$45MComplete Genomics 401(k) Plan$45M
End-of-year total assets ($M) among Shake Shack Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$46M
Net Income$12M
Employer EIN264487502
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shake Shack Enterprises, LLC)

Sponsor-wide plan assets over time

All Shake Shack Enterprises, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 90.34177093736598% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $23.9M $45.5M ▲ +90.3%
Year Plans Participants Total Assets
2022 1 5,797 $24M
2023 1 9,150 $34M
2024 1 7,109 $46M

Nearby 401(k) Plans in New York

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

Shake Shack Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants Shake Shack Retirement Plan, Total assets ($B): 0.045508361 · Participants: 7109Shake Shack Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Shake Shack Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shake Shack Retirement Plan side-by-side with 3 peers →

Shake Shack Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cain, Watters & Associates, LLC Retirement Plan & Trust in TX ($46M); by covered participants it is Kellanova Savings and Investment Plan in IL (7,110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,109 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 Shake Shack Retirement Plan assets move in 2024? ▼
Shake Shack Retirement Plan surged - up 35.5% during 2024, from $34M to $46M. Reported net income was $12M.
How have Shake Shack Enterprises, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shake Shack Enterprises, LLC's sponsor-wide assets grew 90.3%, from $24M to $46M.
Where does Shake Shack Retirement Plan rank by assets among Form 5500 filers? ▼
Shake Shack Retirement Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shake Shack Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cain, Watters & Associates, LLC Retirement Plan & Trust in TX ($46M, 339 participants).
Which 401(k) plans cover a similar participant headcount to Shake Shack Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellanova Savings and Investment Plan in IL (7,110 participants, $1.8B 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 264487502.

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.