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Employer · plans filed under one EIN

Ruby Tuesday Operations LLC

Maryville, TN · Accommodation and food services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$27.2Mnet assets across plans
3,987participant records3,571 active
$384Kemployer contributions, latest plan years$107 per active record
$262KSchedule C compensation to organisations$65.71 per participant record

Ruby Tuesday Operations LLC, based in Maryville, Tennessee, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 3,987 participant records and $27.2M in net assets.

The largest is Ruby Tuesday Salary Deferral Plan, a 401(k) plan with 3,826 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $384K and participant contributions $942K in the latest plan years; benefits paid were $2.3M. Schedule C compensation reported to service provider organisations totalled $262K.

Combined net assets moved from $4.8M in 2019 to $27.2M in 2024 (up 467%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Ruby Tuesday Salary Deferral Plan401(k) plan20243,826$23.6M$6,181$85$169K
Morrison Restaurants, Inc. Retirement Plandefined benefit pension plan2024161$3.6M$22,345$79,790$93K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2019: $4.8M2020: $37.2M2021: $33.6M2022: $24.9M2023: $25.1M2024: $27.2M$4.8M$37.2M$27.2M2019202020222024
Combined net assets
2019: 2172020: 7,0522021: 5,6532022: 4,5422023: 4,3142024: 3,9872177,0523,9872019202020222024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202423,987$27.2M$384K$942K
202324,314$25.1M$279K$854K
202224,542$24.9M$301K$892K
202125,653$33.6M$215K$800K
202027,052$37.2M$304K$942K
20191217$4.8M$251K$0

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing1$117,656
Aon ConsultingActuarial1$36,765
SageView Advisory Group, LLCInvestment advisory (plan)1$34,989
Bank of AmericaInvestment advisory (participants); Trustee (bank, trust company, or similar financial institution)1$24,747
USI Consulting GroupActuarial1$19,597
LBMCOther services1$16,000
LBMC, PCAccounting (including auditing)1$12,250

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$118K
Aon Consulting$37K
SageView Advisory Group, LLC$35K
Bank of America$25K
USI Consulting Group$20K
LBMC$16K
LBMC, PC$12K

Questions and answers

How many retirement plans does Ruby Tuesday Operations LLC have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Ruby Tuesday Salary Deferral Plan and Morrison Restaurants, Inc. Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Ruby Tuesday Operations LLC contribute to its plans?

$383,857 in employer contributions across these plans in their latest plan years, about $107 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company, Aon Consulting, SageView Advisory Group, LLC and Bank of America and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.