Other · DOL Form 5500 · 2022

Franklin University Retirement Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
542
Participants Below avg headcount
92nd
Percentile by assets National rank
$164,029
Avg per participant Above avg balance/head
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Official DOL plan name: Franklin University Defined Contribution Retirement Plan · Sponsored by Franklin University · Ohio · Educational Services

$89M in assets, 542 participants

Franklin University's Franklin University Defined Contribution Retirement Plan reported $89M in total assets and 542 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,453 in Educational Services (4,024 peers)

Where Franklin University Defined Contribution Retirement Plan sits by assets

Franklin University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $89M for 542 participants (~$164,029/participant), down 12.4% in 2022.

#3,453
in Educational Services (4,024 peers)
-12.4%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Franklin University Defined Contribution Retirement Plan's outsized position by total assets

Franklin University Defined Contribution Retirement Plan vs every filed plan by assets

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

$88,903,508 Top 8% higher than 92% 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 University Defined Contribution Retirement 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 University Defined Contribution Retirement Plan sits mid-pack in the medium band (542 participants).

Published 5500 schedule card

Filing strip 310707369 · Franklin University PY 2022 · Other

Franklin University Defined Contribution Retirement Plan · $89M · 542 · 92nd

  • NET $89M
  • BOOK 542
  • VS-ST 92nd
  • BOY Other
  • SCH near Tax Deferred Annuity Plan for Employees of Mriglobal
  • EBSA ind #3453

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 Ohio →

Franklin University Defined Contribution Retirement Plan in the asset neighbourhood

St. Paul's School Defined Contribution Retirement PlanSt. Paul's School Defined Co…$89MFranklin University Defined Contribution Retirement PlanFranklin University Defined …$89MTax Deferred Annuity Plan for Employees of MriglobalTax Deferred Annuity Plan fo…$89MMarymount Manhattan College Tax Deferred Annuity Retirement PlanMarymount Manhattan College …$89MEinstein Medical Center Montgomery Retirement Savings PlanEinstein Medical Center Mont…$88M
End-of-year total assets ($M) among Franklin University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$89M
Net Income-$13M
Employer EIN310707369
Plan Effective Date1968-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Franklin University)

Sponsor-wide plan assets over time

All Franklin University plans reported in each filing year

Latest sponsor-wide plan assets
$133M 28.914131334440423% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $104M $133M ▲ +28.9%
Year Plans Participants Total Assets
2022 2 758 $104M
2023 2 747 $119M
2024 2 770 $133M

Nearby Other Plans in Ohio

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

Franklin University Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Franklin University Defined Contribution Retirement Plan, Total assets ($B): 0.088903508 · Participants: 542Franklin University Defined Contribution Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Franklin University Defined Contribution Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Franklin University Defined Contribution Retirement Plan side-by-side with 3 peers →

Franklin University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Tax Deferred Annuity Plan for Employees of Mriglobal in MO ($89M); by covered participants it is Lynn University Defined Contribution Retirement Plan in FL (541 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (542 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 University Defined Contribution Retirement Plan assets move in 2022? ▼
Franklin University Defined Contribution Retirement Plan pulled back noticeably - down 12.4% during 2022, from $101M to $89M. Reported net income was -$13M.
How have Franklin University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franklin University's sponsor-wide assets grew 28.9%, from $104M to $133M.
Where does Franklin University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Franklin University Defined Contribution Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Franklin University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Tax Deferred Annuity Plan for Employees of Mriglobal in MO ($89M, 446 participants).
Which Other plans cover a similar participant headcount to Franklin University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lynn University Defined Contribution Retirement Plan in FL (541 participants, $70M 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 310707369.

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.