Other · DOL Form 5500 · 2022

Franklin College of Indiana Retirement Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
272
Participants Below avg headcount
89th
Percentile by assets National rank
$196,311
Avg per participant Above avg balance/head
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Official DOL plan name: Franklin College 403(b) Retirement and Tax Deferred Annuity Plan · Sponsored by Franklin College of Indiana · Indiana · Educational Services

$53M in assets, 272 participants

Franklin College of Indiana's Franklin College 403(b) Retirement and Tax Deferred Annuity Plan reported $53M in total assets and 272 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,171 in Educational Services (4,024 peers)

Where Franklin College 403(b) Retirement and Tax Deferred Annuity Plan sits by assets

Franklin College 403(b) Retirement and Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $53M for 272 participants (~$196,311/participant), down 12.8% in 2022.

#3,171
in Educational Services (4,024 peers)
-12.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Franklin College 403(b) Retirement and Tax Deferred Annuity Plan's outsized position by total assets

Franklin College 403(b) Retirement and Tax Deferred Annuity Plan vs every filed plan by assets

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

$53,396,679 Top 11% higher than 89% 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 College 403(b) Retirement and Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Franklin College 403(b) Retirement and Tax Deferred Annuity Plan sits mid-pack in the medium band (272 participants).

Plan-year Form 5500 strip

Filing strip 350868086 · Franklin College of Indiana PY 2022 · Other

Franklin College 403(b) Retirement and Tax Deferred Annuity Plan · $53M · 272 · 89th

  • NET $53M
  • BOOK 272
  • VS-ST 89th
  • BOY Other
  • SCH near Beloit College Defined Contribution Retirement Plan
  • EBSA ind #3171

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 Educational Services retirement plans → · Plans in Indiana →

Franklin College 403(b) Retirement and Tax Deferred Annuity Plan in the asset neighbourhood

Friends Academy Defined Contribution Retirement PlanFriends Academy Defined Cont…$54MSt. George's School Defined Contribution Retirement PlanSt. George's School Defined …$54MWinsor School 403b Plan$53MFranklin College 403(b) Retirement and Tax Deferred Annuity PlanFranklin College 403(b) Reti…$53MBeloit College Defined Contribution Retirement PlanBeloit College Defined Contr…$53M
End-of-year total assets ($M) among Franklin College 403(b) Retirement and Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$53M
Net Income-$8M
Employer EIN350868086
Plan Effective Date1947-07-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Franklin College of Indiana)

Sponsor-wide plan assets over time

All Franklin College of Indiana plans reported in each filing year

Latest sponsor-wide plan assets
$61M 14.47625047992217% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $53.4M $61.1M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 272 $53M
2023 1 274 $59M
2024 1 266 $61M

Nearby Other Plans in Indiana

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

Franklin College 403(b) Retirement and Tax Deferred Annuity Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600800 Total assets ($M) Participants Franklin College 403(b) Retirement and Tax Deferred Annuity Plan, Total assets ($M): 53.396679 · Participants: 272Franklin College 403(b) Retirement and Tax Deferred Annuity PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Franklin College 403(b) Retirement and Tax Deferred Annuity Plan vs. nearby Other plans in Indiana, assets vs. participants

Franklin College 403(b) Retirement and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Beloit College Defined Contribution Retirement Plan in WI ($53M); by covered participants it is Riverview School, Inc. 403(b) Retirement Plan in MA (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 participants); 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 College 403(b) Retirement and Tax Deferred Annuity Plan assets move in 2022?
Franklin College 403(b) Retirement and Tax Deferred Annuity Plan pulled back noticeably - down 12.8% during 2022, from $61M to $53M. Reported net income was -$8M.
How have Franklin College of Indiana plan assets changed over time?
Across 3 plan years on file (2022-2024), Franklin College of Indiana's sponsor-wide assets grew 14.5%, from $53M to $61M.
Where does Franklin College 403(b) Retirement and Tax Deferred Annuity Plan rank by assets among Form 5500 filers?
Franklin College 403(b) Retirement and Tax Deferred Annuity Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Franklin College 403(b) Retirement and Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Beloit College Defined Contribution Retirement Plan in WI ($53M, 272 participants).
Which Other plans cover a similar participant headcount to Franklin College 403(b) Retirement and Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is Riverview School, Inc. 403(b) Retirement Plan in MA (272 participants, $19M in assets).