My Plan Facts

Arkansas › Accommodation and food services › 100 to 249 participants

Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024

U.S. Pizza Co. 401(k) Plan

Sponsored by U.S. Pizza Co., Inc., Little Rock, AR

401(k) plan

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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$2.5Mnet assets, end of plan year−3% on the year
142participants103 active
$17,297net assets per participantsame-size median $60,185
—employer contributions per active participantsame-size median $2,447

U.S. Pizza Co., Inc. of Little Rock, Arkansas sponsors U.S. Pizza Co. 401(k) Plan, a 401(k) plan. Its Form 5500 for the plan year ending 31 Dec 2024 shows 142 participants (103 active) and $2.5M in net assets.

Net assets came to $17,297 per participant, well below the $60,185 median for defined contribution plans with 100 to 249 participants and well above the $11,807 median for defined contribution plans in accommodation and food services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

Schedule C lists 2 service provider organisations paid $5,000 or more, with reported compensation of $19K: $131 per participant, well below the same-size median of $194. Administrative expenses charged to the plan were $8,427. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $126K in 2009 to $2.5M in 2024 (up 1849%), and participants from 159 to 142 (down 11%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$17,297$60,185$11,807$53,102
Employer contributions per active participant—$2,447$505$2,175
Schedule C compensation per participant$131$194$54.19$123
Schedule C compensation, share of net assets0.76%0.32%0.49%0.26%
Administrative expenses per participant$59.35$176$53.24$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), accommodation and food services (1,254) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2009: $126K2010: $222K2011: $392K2012: $562K2013: $734K2014: $819K2015: $994K2016: $1.0M2017: $1.3M2018: $1.3M2019: $1.7M2020: $2.0M2021: $2.3M2022: $2.1M2023: $2.5M2024: $2.5M$126K$2.5M$2.5M20092012201620202024
Net assets at year end
2009: 1592010: 1242011: 1572012: 1562013: 1162014: 1202015: 1222016: 1352017: 1292018: 2192019: 1682020: 1482021: 1412022: 1472023: 1252024: 14215921914220092012201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024142$2.5M$17,296—$49K$19K
2023125$2.5M$20,320$236K$62K$14K
2022147$2.1M$14,517$215K$81K$4,000
2021141$2.3M$16,135$191K$89K$14K
2020148$2.0M$13,601$184K$80K$5,000
2019168$1.7M$10,006$188K$57K$3,000
2018219$1.3M$5,977$178K$48K$1,000
2017129$1.3M$9,868$159K$39K$3,000
2016135$1.0M$7,474—$11K$6,000
2015122$994K$8,148$145K$36K$9,000
2014120$819K$6,825$136K$35K$0
2013116$734K$6,328$135K$42K$0
2012156$562K$3,603$112K$44K$0
2011157$392K$2,497$120K$51K$0
2010124$222K$1,790$114K$74K$0
2009159$126K$792$126K—$0

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$2,540,102
  • Employer contributions—
  • Participant contributions$49,335
  • Rollovers and other contributions—
  • Total contributions$49,335
  • Total income, including investment results$364,929
  • Benefits paid$440,399
  • Administrative expenses$8,427
  • Total expenses$448,826
  • Net income−$83,897
  • Net transfers$0
  • Net assets, end of year$2,456,205

Participants

  • Active participants103
  • Retired or separated, receiving benefits0
  • Retired or separated, entitled to future benefits39
  • Participants with account balances108
  • Total participants, end of year142

Fees and service providers

$19KSchedule C compensation to organisations$19K direct · $0 indirect
$131per participantsame-size median $194
0.76%of net assetssame-size median 0.32%
$8,427administrative expenses charged to the plan$59.35 per participant
OrganisationServices reportedDirectIndirect
Hogan Taylor LLPAccounting (including auditing)$17,741$0
Capital Research and Management Co.Recordkeeping and information management$898$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Contract administrator fees$8,427
  • Total administrative expenses$8,427

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Registered investment companies (mutual funds)$2.5M · 100.0%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmHogan Taylor LLP
  • Participant contributions reported as transmitted lateYes, $143
  • Covered by a fidelity bondYes, $500,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2AAge/service weighted or new comparability or similar plan
  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan
  • 3HPlan sponsor(s) is (are) a member(s) of a controlled group

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 722511: Full-Service Restaurants.

Similar plans in Arkansas

PlanSponsorParticipantsNet assetsPer participant
Hospitality Group, LLC 401(k) PlanHospitality Group, LLC152$3.6M$23,835
Fourjay, L.L.C. 401(k) PlanFourjay, L.L.C.273$7.0M$25,526
Dyne Operating 401(k) and Profit Sharing PlanDyne Operating, LLC320$1.2M$3,878
K-Mac Enterprises, Inc. Profit Sharing PlanK-Mac Enterprises, Inc.498$504K$1,012
Mathews Management 401(k) Retirement PlanMathews Management Inc.737$3.5M$4,745

Defined contribution plans in accommodation and food services closest in size.

Questions and answers

How big is U.S. Pizza Co. 401(k) Plan?

142 participants at the end of the plan year ending 31 Dec 2024, of whom 103 were active employees, with net assets of $2,456,205. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.

What does U.S. Pizza Co., Inc. contribute per participant?

This filing has no Schedule H financial statement, so employer contributions are not reported here.

What fees does the plan pay and how do they compare?

Schedule C reports $18,639 in compensation to service provider organisations, $131 per participant or 0.76% of net assets. The same-size median among plans reporting any Schedule C compensation was $194 per participant. Administrative expenses on Schedule H were $8,427. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is U.S. Pizza Co., Inc.. Recordkeeping or administration: Capital Research and Management Co.. The financial statements were audited by Hogan Taylor LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 8 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 71-0661909, plan 002, received 8 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.