401(k) · DOL Form 5500 · 2022
Franklin Resources, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.9B
- Total assets
- 4,135
- Participants
- 99th
- Percentile by assets
- $461,677
- Avg per participant
Official DOL plan name: Franklin Templeton 401(k) Retirement Plan · Sponsored by Franklin Resources, Inc. · California · Finance & Insurance
$1.9B in assets, 4,135 participants
Franklin Resources, Inc.'s Franklin Templeton 401(k) Retirement Plan reported $1.9B in total assets and 4,135 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #9,142 in Finance & Insurance (9,261 peers)
Coverage in California
Franklin Templeton 401(k) Retirement Plan covers 4,135 participants in California, 6.6x the typical California plan (state average ~630 per filing). Assets: $1.9B.
- $1.9B
- total plan assets (2022 EOY)
- 4,135
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $461,677
- avg assets per participant
The plan reported a net loss of $379M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Franklin Templeton 401(k) Retirement Plan reports 4,135 participants - 6.6x that state average ($1.9B EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | -$379M |
| Employer EIN | 132670991 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Franklin Resources, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,135 | $1.9B |
| 2023 | 1 | 3,755 | $2.2B |
| 2024 | 1 | 4,661 | $2.8B |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Franklin Templeton 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Franklin Templeton 401(k) Retirement Plan by total assets, not by location.
- Public Service Enterprise Group Inc. Thrift & Tax Deferred Savings Plan (NJ) $1.9B · 4,070
- Nnpp Contractor Savings Plan (PA) $1.9B · 7,904
- Group Health Plan, Inc. 401(k) Plan (MN) $1.9B · 7,324
- Advanced Micro Devices, Inc. Retirement Savings Plan (TX) $1.9B · 5,597
Frequently Asked Questions
How did Franklin Templeton 401(k) Retirement Plan assets move in 2022? ▼
How have Franklin Resources, Inc. plan assets changed over time? ▼
Where does Franklin Templeton 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Franklin Templeton 401(k) Retirement Plan? ▼
Next read for Franklin Templeton 401(k) Retirement Pla…
Filing takeaways
Ways to act on Franklin Templeton 401(k) Retirement Plan's numbers.
- By total assets, Franklin Templeton 401(k) Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Franklin Resources, Inc.'s sponsor-wide assets have grown 46.5% since 2022 across 3 plan years on file. More Finance & Insurance plans