Profit Sharing · DOL Form 5500 · 2022

Franklin Shepard Inc. Profit Sharing Plan

Data updated 2026-08-25

$33K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$32,820
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Franklin Shepard Inc. Profit Sharing Plan · Sponsored by Franklin Shepard Inc. · California · Administrative & Support Services

$33K in assets, 1 participants

Franklin Shepard Inc.'s Franklin Shepard Inc. Profit Sharing Plan reported $33K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 3rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #291 in Administrative & Support Services (4,927 peers)

Franklin Shepard Inc. multi-year trail

Franklin Shepard Inc.'s plans moved -58.0% in assets from 2022 to 2024; this filing shows Franklin Shepard Inc. Profit Sharing Plan at $33K / 1 participant.

#291
in Administrative & Support Services (4,927 peers)
-74.0%
assets change YoY

The plan reported a net loss of $94K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Franklin Shepard Inc. Profit Sharing Plan among the smaller filed plans by assets

Franklin Shepard Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$32,820 3rd percentile higher than 3% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Franklin Shepard Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Franklin Shepard Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 208251959 · Franklin Shepard Inc. PY 2022 · Profit Sharing

Franklin Shepard Inc. Profit Sharing Plan · $33K · 1 · 3rd

  • PCT $33K
  • EIN 1
  • RANK 3rd
  • PHOTO Profit Sharing
  • IND near Tce and Associates Inc. Retirement Plan
  • EOY ind #291

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Administrative & Support Services retirement plans → · Plans in California →

Franklin Shepard Inc. Profit Sharing Plan in the asset neighbourhood

Franklin Shepard Inc. Profit Sharing PlanFranklin Shepard Inc. Profit…$33KTce and Associates Inc. Retirement PlanTce and Associates Inc. Reti…$33KUzzle Holdings Inc. Retirement PlanUzzle Holdings Inc. Retireme…$33KNorth Central-Flint Hills Area Agency on Aging 403(b) Monthly Savings PlanNorth Central-Flint Hills Ar…$33KG. Ricci Igaravidez Retirement PlanG. Ricci Igaravidez Retireme…$33K
End-of-year total assets ($M) among Franklin Shepard Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Franklin Shepard Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Franklin Shepard Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14K 58.019500304692265% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.03M $0.01M ▼ -66.7%
Year Plans Participants Total Assets
2022 1 1 $33K
2023 1 1 $99K
2024 1 1 $14K

Franklin Shepard Inc. filing trail (2022)

Total Assets (Beginning of Year)$126K
Net Assets (End of Year)$33K
Net Income-$94K
Employer EIN208251959
Plan Effective Date2007-01-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Franklin Shepard Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Franklin Shepard Inc. Profit Sharing Plan, Total assets ($B): 0.00003282 · Participants: 1Franklin Shepard Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Franklin Shepard Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Franklin Shepard Inc. Profit Sharing Plan side-by-side with 3 peers →

Franklin Shepard Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Tce and Associates Inc. Retirement Plan in MD ($33K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Franklin Shepard Inc. Profit Sharing Plan assets move in 2022? ▼
Franklin Shepard Inc. Profit Sharing Plan contracted severely - down 74.0% during 2022, from $126K to $33K. Reported net income was -$94K.
How have Franklin Shepard Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franklin Shepard Inc.'s sponsor-wide assets declined 58.0%, from $33K to $14K.
Where does Franklin Shepard Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Franklin Shepard Inc. Profit Sharing Plan ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Franklin Shepard Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tce and Associates Inc. Retirement Plan in MD ($33K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Franklin Shepard Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208251959.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.