Defined Benefit (Pension) · DOL Form 5500 · 2022

Francke & Associates, Inc. Pension Plan

Data updated 2026-08-25

$954K
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$477,159
Avg per participant High balance/head
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Official DOL plan name: Francke & Associates, Inc. Defined Benefit Pension Plan · Sponsored by Francke & Associates, Inc. · California · Administrative & Support Services

$954K in assets, 2 participants

Francke & Associates, Inc.'s Francke & Associates, Inc. Defined Benefit Pension Plan reported $954K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,298 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Francke & Associates, Inc. Defined Benefit Pension Plan ranks #2,298 of 4,927 2022 filers by assets (3023% of the sector average)-$954K for 2 participants.

#2,298
in Administrative & Support Services (4,927 peers)
+19.0%
assets growth YoY

Francke & Associates, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Francke & Associates, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$954,317 24th percentile higher than 24% 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

Francke & Associates, Inc. Defined Benefit Pension 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. Francke & Associates, Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 261853421 · Francke & Associates, Inc. PY 2022 · Defined Benefit (Pension)

Francke & Associates, Inc. Defined Benefit Pension Plan · $954K · 2 · 24th

  • BOY $954K
  • BOY 2
  • BOY 24th
  • BOY Defined Benefit (Pension)
  • BOY near Ufcw Local 174 Retail Pension Fund
  • BOY ind #2298

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 →

Francke & Associates, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Flexcraft Industries, Inc. Defined Benefit PlanFlexcraft Industries, Inc. D…$956KProducers Retirement Plan TrustProducers Retirement Plan Tr…$957KFrancke & Associates, Inc. Defined Benefit Pension PlanFrancke & Associates, Inc. D…$954KUfcw Local 174 Retail Pension FundUfcw Local 174 Retail Pensio…$953KLocal 447 Pension Fund$949K
End-of-year total assets ($M) among Francke & Associates, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$802K
Net Assets (End of Year)$954K
Net Income$153K
Employer EIN261853421
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Francke & Associates, Inc.)

Sponsor-wide plan assets over time

All Francke & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 43.57371822630519% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.91M $2.74M ▲ +43.5%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $2M
2024 2 4 $3M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Francke & Associates, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Francke & Associates, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.000954317 · Participants: 2Francke & Associates, Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Francke & Associates, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Francke & Associates, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Francke & Associates, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Ufcw Local 174 Retail Pension Fund in NJ ($953K); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($954K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Francke & Associates, Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Francke & Associates, Inc. Defined Benefit Pension Plan grew sharply - up 19.0% during 2022, from $802K to $954K. Reported net income was $153K.
How have Francke & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Francke & Associates, Inc.'s sponsor-wide assets grew 43.6%, from $2M to $3M.
Where does Francke & Associates, Inc. Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Francke & Associates, Inc. Defined Benefit Pension Plan ranks in the 24th 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 Defined Benefit (Pension) plans are similar in size to Francke & Associates, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw Local 174 Retail Pension Fund in NJ ($953K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Francke & Associates, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 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 261853421.

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.