Defined Benefit (Pension) · DOL Form 5500 · 2022

The Franklin Institute Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
25
Participants Small participant base
60th
Percentile by assets National rank
$315,492
Avg per participant High balance/head
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Official DOL plan name: The Franklin Institute Retirement Income Plan II · Sponsored by The Franklin Institute · Pennsylvania · Arts, Entertainment & Recreation

$8M in assets, 25 participants

The Franklin Institute's The Franklin Institute Retirement Income Plan II reported $8M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #2,287 in Arts, Entertainment & Recreation (3,077 peers)

The Franklin Institute multi-year trail

The Franklin Institute's plans moved +25.3% in assets from 2022 to 2024; this filing shows The Franklin Institute Retirement Income Plan II at $8M / 25 participants.

#2,287
in Arts, Entertainment & Recreation (3,077 peers)
-27.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Franklin Institute Retirement Income Plan II's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Franklin Institute Retirement Income Plan II vs every filed plan by assets

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

$7,887,290 Top 40% higher than 60% 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

The Franklin Institute Retirement Income Plan II among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Franklin Institute Retirement Income Plan II is a small filing (25 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 231370501 · The Franklin Institute PY 2022 · Defined Benefit (Pension)

The Franklin Institute Retirement Income Plan II · $8M · 25 · 60th

  • RANK $8M
  • RANK 25
  • RANK 60th
  • RANK Defined Benefit (Pension)
  • RANK near Louisville Ladder, Inc. Salaried Employees' Retirement Plan
  • RANK ind #2287

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 Arts, Entertainment & Recreation retirement plans → · Plans in Pennsylvania →

The Franklin Institute Retirement Income Plan II in the asset neighbourhood

The Franklin Institute Retirement Income Plan IIThe Franklin Institute Retir…$8MLouisville Ladder, Inc. Salaried Employees' Retirement PlanLouisville Ladder, Inc. Sala…$8MPension Plan for Hourly Employees of Transdigm Inc. Wiggins Connectors DivisionPension Plan for Hourly Empl…$8MEmployees Retirement Plan of Consolidated Shoe Company, Inc.Employees Retirement Plan of…$8MCanteen Services, Inc. Pension PlanCanteen Services, Inc. Pensi…$8M
End-of-year total assets ($M) among The Franklin Institute Retirement Income Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

The Franklin Institute multi-year asset trail

Sponsor-wide plan assets over time

All The Franklin Institute plans reported in each filing year

Latest sponsor-wide plan assets
$29M 25.333197429500977% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23M $28.8M ▲ +25.3%
Year Plans Participants Total Assets
2022 2 144 $23M
2023 2 156 $26M
2024 2 163 $29M

The Franklin Institute filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN231370501
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

The Franklin Institute Retirement Income Plan II vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The Franklin Institute Retirement Income Plan II, Total assets ($B): 0.00788729 · Participants: 25The Franklin Institute Retirement Income Plan IINational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
The Franklin Institute Retirement Income Plan II vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare The Franklin Institute Retirement Income Plan II side-by-side with 3 peers →

The Franklin Institute Retirement Income Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Louisville Ladder, Inc. Salaried Employees' Retirement Plan in KY ($8M); by covered participants it is Catawba Pediatric Associates P.a. Defined Benefit Pension Plan in NC (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 The Franklin Institute Retirement Income Plan II assets move in 2022? ▼
The Franklin Institute Retirement Income Plan II declined sharply - down 27.8% during 2022, from $11M to $8M. Reported net income was -$3M.
How have The Franklin Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Franklin Institute's sponsor-wide assets grew 25.3%, from $23M to $29M.
Which Defined Benefit (Pension) plans are similar in size to The Franklin Institute Retirement Income Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Louisville Ladder, Inc. Salaried Employees' Retirement Plan in KY ($8M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Franklin Institute Retirement Income Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Catawba Pediatric Associates P.a. Defined Benefit Pension Plan in NC (25 participants, $944K 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 231370501.

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.