Plan5500

The Wendy'S Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Wendy'S Company (EIN 38-0471180) is a plan sponsor located in Dublin, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
38-0471180
Location
Dublin, OH
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Wendy'S Company

  • 2 loaded plans hold $269.9M in reported assets.
  • The largest, The Wendy'S Company 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 22,661 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$269.9MSummed across loaded plans$269,912,318
Total reported assets$269.9M$269,912,318
Total reported participants22.7K22,661
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$269.9M total assets
Net assets$269.9MLiabilities$0
Contributions & income
Employer contributions$5.6M
Participant contributions$11.5M
Total income / additions$60.9M
Expenses & distributions
Benefits paid / distributions$38.4M
Total expenses$39.1M
Net increase / (decrease)$21.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Wendy'S Company 401(K) Retirement Plan
Participants per plan11,331Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Wendy'S Company 401(K) Retirement Plan$269.9M
    Plan #005 · 9,683 participants · 2023
  2. 2
    The Wendy'S Company Group Insurance Plannot reported in the loaded dataset
    Plan #501 · 12,978 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Wendy'S Company. Open one for its full reported snapshot.

  1. 2023
    The Wendy'S Company Group Insurance Plan12,978 participants · 2No schedules
    View filing →
  2. 2023
    The Wendy'S Company 401(K) Retirement Plan9,683 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Wendy'S Company report on Form 5500?
The Wendy'S Company (EIN 38-0471180) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Wendy'S Company?
The Employer Identification Number (EIN) reported for The Wendy'S Company is 38-0471180.
What is the latest Form 5500 filing year for The Wendy'S Company?
The latest loaded Form 5500 filing year for The Wendy'S Company is 2023.

Related Form 5500 pages