401(k) · DOL Form 5500 · 2022

Drs. Frankel & Puhl, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
98
Participants Small participant base
39th
Percentile by assets National rank
$29,010
Avg per participant Low balance/head
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Official DOL plan name: Frankel & Puhl Employee Stock Ownership Plan · Sponsored by Drs. Frankel & Puhl, Inc. · Ohio · Healthcare & Social Assistance

$3M in assets, 98 participants

Drs. Frankel & Puhl, Inc.'s Frankel & Puhl Employee Stock Ownership Plan reported $3M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #8,552 in Healthcare & Social Assistance (20,060 peers)

Drs. Frankel & Puhl, Inc. multi-year trail

Drs. Frankel & Puhl, Inc.'s plans moved +310.0% in assets from 2022 to 2024; this filing shows Frankel & Puhl Employee Stock Ownership Plan at $3M / 98 participants.

#8,552
in Healthcare & Social Assistance (20,060 peers)
+116.2%
assets growth YoY

Frankel & Puhl Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Frankel & Puhl Employee Stock Ownership Plan vs every filed plan by assets

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

$2,842,989 39th percentile higher than 39% 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

Frankel & Puhl Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Frankel & Puhl Employee Stock Ownership Plan is a small filing (98 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 341899486 · Drs. Frankel & Puhl, Inc. PY 2022 · 401(k)

Frankel & Puhl Employee Stock Ownership Plan · $3M · 98 · 39th

  • BOOK $3M
  • BOOK 98
  • BOOK 39th
  • BOOK 401(k)
  • BOOK near Delta Health Center, Inc. 401(k) Profit Sharing Plan and Trust
  • BOOK ind #8552

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Frankel & Puhl Employee Stock Ownership Plan in the asset neighbourhood

Frankel & Puhl Employee Stock Ownership PlanFrankel & Puhl Employee Stoc…$3MDelta Health Center, Inc. 401(k) Profit Sharing Plan and TrustDelta Health Center, Inc. 40…$3MTr Solutions, Inc. Retirement PlanTr Solutions, Inc. Retiremen…$3MDunlop Protective Footwear USA Retirement PlanDunlop Protective Footwear U…$3MUnited Electrical 401(k) Profit Sharing PlanUnited Electrical 401(k) Pro…$3M
End-of-year total assets ($M) among Frankel & Puhl Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Drs. Frankel & Puhl, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Drs. Frankel & Puhl, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 309.95389007836474% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.84M $11.7M ▲ +310.2%
Year Plans Participants Total Assets
2022 1 98 $3M
2023 1 119 $8M
2024 2 292 $12M

Drs. Frankel & Puhl, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$20M
Net Income$3M
Employer EIN341899486
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Frankel & Puhl Employee Stock Ownership Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Frankel & Puhl Employee Stock Ownership Plan, Total assets ($B): 0.002842989 · Participants: 98Frankel & Puhl Employee Stock Ownership PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Frankel & Puhl Employee Stock Ownership Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Frankel & Puhl Employee Stock Ownership Plan side-by-side with 3 peers →

Frankel & Puhl Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Delta Health Center, Inc. 401(k) Profit Sharing Plan and Trust in MS ($3M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Frankel & Puhl Employee Stock Ownership Plan assets move in 2022? ▼
Frankel & Puhl Employee Stock Ownership Plan surged - up 116.2% during 2022, from $1M to $3M. Reported net income was $3M.
How have Drs. Frankel & Puhl, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drs. Frankel & Puhl, Inc.'s sponsor-wide assets grew 310.0%, from $3M to $12M.
Which 401(k) plans are similar in size to Frankel & Puhl Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delta Health Center, Inc. 401(k) Profit Sharing Plan and Trust in MS ($3M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Frankel & Puhl Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 participants, N/A 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 341899486.

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.