Chick-Fil-A, Inc. 401(K) Plan — Form 5500 plan (Chick-Fil-A, Inc.)

Plain-English plan 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, Chick-Fil-A, Inc. 401(K) Plan is a benefit plan reported by Chick-Fil-A, Inc. under EIN 58-0941582 and plan number 333. The latest loaded filing year is 2023. The filing reports 4,777 participants and $851,040,475 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$851MPlan net assets, end of year$851,001,376
Participants4.8KCovered participants reported4,777
Assets / participant$178.2KComputed: assets ÷ participants$178,154 (computed)
Provider compensation$336.3K2 Schedule C provider row(s)$336,294
Plan sponsor
Chick-Fil-A, Inc.
EIN
58-0941582
Plan number
333
Plan type
3
Location
Atlanta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,777H, C20240717142806NAL0002624451001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$851M total assets
Net assets$851MLiabilities$39.1K
Money in vs. money out
Total income / additions$253.9M
Total expenses$64.4M
Benefits paid / distributions$64M
Contributions
Employer$38.3M
Participant$64.8M
Full reported line items

Net assets

Total assets (EOY)
$851,040,475
Total liabilities (EOY)
$39,099
Net assets (EOY)
$851,001,376
Net assets (BOY)
$661,501,165

Income & contributions

Employer contributions
$38,300,265
Participant contributions
$64,769,147
Total contributions
$121,435,665
Total income / additions
$253,855,396

Expenses & distributions

Benefits paid
$63,974,007
Administrative expenses
$324,167
Total expenses
$64,355,185
Net increase / (decrease)
$189,500,211
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income25%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$198,174not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$138,120$02023

Related Form 5500 pages