Defined Benefit (Pension) · DOL Form 5500 · 2024
White Castle System, Inc. Pension Plan
Data updated 2026-08-11
- $168M
- Total assets
- 1,715
- Participants
- 94th
- Percentile by assets
- $98,016
- Avg per participant
Official DOL plan name: White Castle Pension Plan and Trust · Sponsored by White Castle System, Inc. · Ohio · Food Services & Accommodation
$168M in assets, 1,715 participants
White Castle System, Inc.'s White Castle Pension Plan and Trust reported $168M in total assets and 1,715 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #3,605 in Food Services & Accommodation (3,672 peers)
Coverage in Ohio
White Castle Pension Plan and Trust covers 1,715 participants in Ohio, 2.2x the typical Ohio plan (state average ~765 per filing). Assets: $168M.
- $168M
- total plan assets (2024 EOY)
- 1,715
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $98,016
- avg assets per participant
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- White Castle Pension Plan and Trust reported net income fell from $8M in the plan year 2023 filing to -$12M in the plan year 2024 filing.
- White Castle Pension Plan and Trust reported participants fell from 1,867 in the plan year 2023 filing to 1,715 in the plan year 2024 filing.
- White Castle Pension Plan and Trust end-of-year assets fell from $180M in the plan year 2023 filing to $168M in the plan year 2024 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. White Castle Pension Plan and Trust reports 1,715 participants - 2.2x that state average ($168M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $180M |
|---|---|
| Net Assets (End of Year) | $168M |
| Net Income | -$12M |
| Employer EIN | 314340520 |
| Plan Effective Date | 1942-12-15 |
| Filing Status | FILING 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 Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
White Castle Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to White Castle Pension Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did White Castle Pension Plan and Trust assets move in 2024? ▼
How have White Castle System, Inc. plan assets changed over time? ▼
Where does White Castle Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to White Castle Pension Plan and Trust? ▼
Next read for White Castle Pension Plan and Trust
Filing takeaways
Ways to act on White Castle Pension Plan and Trust's numbers.
- By total assets, White Castle Pension Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
- White Castle System, Inc.'s sponsor-wide assets have grown 8.3% since 2022 across 3 plan years on file. More Food Services & Accommodation plans