Profit Sharing · DOL Form 5500 · 2024

White Castle System, Inc. Profit Sharing Plan

Data updated 2026-08-25

$176M
Total assets Near avg plan size
4,568
Participants Above avg headcount
94th
Percentile by assets National rank
$38,638
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: White Castle Profit Sharing Plan · Sponsored by White Castle System, Inc. · Ohio · Food Services & Accommodation

$176M in assets, 4,568 participants

White Castle System, Inc.'s White Castle Profit Sharing Plan reported $176M in total assets and 4,568 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.

  • #3,609 in Food Services & Accommodation (3,672 peers)

Coverage in Ohio

White Castle Profit Sharing Plan covers 4,568 participants in Ohio, 6.0x the typical Ohio plan (state average ~765 per filing). Assets: $176M.

#3,609
in Food Services & Accommodation (3,672 peers)
+1.4%
assets growth YoY
1.8×
vs typical plan assets (national mean)

White Castle Profit Sharing Plan's outsized position by total assets

White Castle Profit Sharing Plan vs every filed plan by assets

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

$176,496,266 Top 6% higher than 94% 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

White Castle Profit Sharing 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. White Castle Profit Sharing Plan lands in the large band (4,568 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • White Castle Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • White Castle Profit Sharing Plan reported participants rose from 4,284 in the plan year 2023 filing to 4,568 in the plan year 2024 filing.
  • White Castle Profit Sharing Plan end-of-year assets rose from $174M in the plan year 2023 filing to $176M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 314340520 · White Castle System, Inc. PY 2024 · Profit Sharing

White Castle Profit Sharing Plan · $176M · 4,568 · 94th

  • EOY $176M
  • EOY 4,568
  • EOY 94th
  • EOY Profit Sharing
  • EOY near Steamfitters Surety Fund Local Union No 475
  • EOY ind #3609

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 →

White Castle Profit Sharing Plan in the asset neighbourhood

North Central College Defined Contribution Retirement PlanNorth Central College Define…$179MWhite Castle Profit Sharing PlanWhite Castle Profit Sharing …$176MSteamfitters Surety Fund Local Union No 475Steamfitters Surety Fund Loc…$175MSt. Lawrence Health System 403(b) Retirement PlanSt. Lawrence Health System 4…$173MLocal 550 Annuity Plan$173M
End-of-year total assets ($M) among White Castle Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$174M
Net Assets (End of Year)$176M
Net Income$2M
Employer EIN314340520
Plan Effective Date1949-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (White Castle System, Inc.)

Sponsor-wide plan assets over time

All White Castle System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$441M 8.337493578926614% vs 2022
2024 filing year
$400M$420M$440M$460M 202220232024 $407M $441M ▲ +8.3%
Year Plans Participants Total Assets
2022 3 8,304 $407M
2023 3 7,994 $436M
2024 3 8,145 $441M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

White Castle Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 00.511.52 Total assets ($B) Participants White Castle Profit Sharing Plan, Total assets ($B): 0.176496266 · Participants: 4568White Castle Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
White Castle Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare White Castle Profit Sharing Plan side-by-side with 3 peers →

White Castle Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Steamfitters Surety Fund Local Union No 475 in NJ ($175M); by covered participants it is Freeman Retirement Plan in MO (4,526 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($176M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,568 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 White Castle Profit Sharing Plan assets move in 2024? ▼
White Castle Profit Sharing Plan edged up modestly - up 1.4% during 2024, from $174M to $176M. Reported net income was $2M.
How have White Castle System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), White Castle System, Inc.'s sponsor-wide assets grew 8.3%, from $407M to $441M.
Where does White Castle Profit Sharing Plan rank by assets among Form 5500 filers? ▼
White Castle Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to White Castle Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Steamfitters Surety Fund Local Union No 475 in NJ ($175M, 1,484 participants).
Which Profit Sharing plans cover a similar participant headcount to White Castle Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Freeman Retirement Plan in MO (4,526 participants, $120M 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 314340520.

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.