401(k) · DOL Form 5500 · 2022
Franklin Resources, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 4,135
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $461,677
- Avg per participant High balance/head
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.
- #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.
- #9,142
- in Finance & Insurance (9,261 peers)
- -16.6%
- assets change YoY
- 19×
- vs typical plan assets (national mean)
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.
Franklin Templeton 401(k) Retirement Plan's outsized position by total assets
Franklin Templeton 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,909,034,634 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Franklin Templeton 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Franklin Templeton 401(k) Retirement Plan lands in the large band (4,135 participants).
Form 5500 schedule snapshot
Filing strip 132670991 · Franklin Resources, Inc. PY 2022 · 401(k)
Franklin Templeton 401(k) Retirement Plan · $1.9B · 4,135 · 99th
- EOY $1.9B
- EOY 4,135
- EOY 99th
- EOY 401(k)
- EOY near Public Service Enterprise Group Inc. Thrift & Tax Deferred Savings Plan
- EOY ind #9142
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 Finance & Insurance retirement plans → · Plans in California →
Franklin Templeton 401(k) Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Franklin Resources, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.8B 46.50058449384842% vs 2022
- 2024 filing year
| 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.
- 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
Franklin Templeton 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Public Service Enterprise Group Inc. Thrift & Tax Deferred Savings Plan in NJ ($1.9B); by covered participants it is Central Arkansas Nursing Centers, Inc. 401(k) Plan and Trust in AR (4,135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,135 participants); asset peers above are excluded.
- Central Arkansas Nursing Centers, Inc. 401(k) Plan and Trust (AR) 4,135 · 0 off
- United Site Services, Inc. 401(k) Plan (MA) 4,138 · 3 off
- Audacy Inc. 401(k) Savings & Retirement Plan (PA) 4,132 · 3 off
- Prestige Management Employee Plan (KY) 4,139 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.