In-N-Out Burger Associates' Profit Sharing Plan — Form 5500 plan (In-N-Out Burger, 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, In-N-Out Burger Associates' Profit Sharing Plan is a benefit plan reported by In-N-Out Burger, Inc. under EIN 95-2246829 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,717 participants and $768,202,337 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$768.2MPlan net assets, end of year$768,202,337
Participants16.7KCovered participants reported16,717
Assets / participant$46KComputed: assets ÷ participants$45,953 (computed)
Provider compensation$214.5K2 Schedule C provider row(s)$214,458
- Plan sponsor
- In-N-Out Burger, Inc.
- EIN
- 95-2246829
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,717 | H, C | 20240730182236NAL0013724259001 |
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)$768.2M total assets
Net assets$768.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $768,202,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $768,202,337
- Net assets (BOY)
- $613,453,456
Income & contributions
- Employer contributions
- $27,426,002
- Participant contributions
- $49,383,514
- Total contributions
- $77,840,088
- Total income / additions
- $199,067,720
Expenses & distributions
- Benefits paid
- $43,394,050
- Administrative expenses
- $214,458
- Total expenses
- $44,318,839
- Net increase / (decrease)
- $154,748,881
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $157,476 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $56,982 | $0 | 2023 |