Other · DOL Form 5500 · 2022

Franklin University Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
216
Participants Below avg headcount
72nd
Percentile by assets National rank
$67,719
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Franklin University Tax Deferred Annuity Plan · Sponsored by Franklin University · Ohio · Educational Services

$15M in assets, 216 participants

Franklin University's Franklin University Tax Deferred Annuity Plan reported $15M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #2,193 in Educational Services (4,024 peers)

Coverage in Ohio

Franklin University Tax Deferred Annuity Plan covers 216 participants in Ohio, about 28% of the average Ohio filer (state average ~765 per filing). Assets: $15M.

#2,193
in Educational Services (4,024 peers)
-9.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Franklin University Tax Deferred Annuity Plan's outsized position by total assets

Franklin University Tax Deferred Annuity Plan vs every filed plan by assets

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

$14,627,401 Top 28% higher than 72% 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 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 University Tax Deferred Annuity Plan sits mid-pack in the medium band (216 participants).

EBSA filing schedule strip

Filing strip 310707369 · Franklin University PY 2022 · Other

Franklin University Tax Deferred Annuity Plan · $15M · 216 · 72nd

  • EBSA $15M
  • EBSA 216
  • EBSA 72nd
  • EBSA Other
  • EBSA near The Louise S. Mcgehee School 403(b) Tda Plan
  • EBSA ind #2193

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 Tax Deferred Annuity Plan in the asset neighbourhood

American Marketing Association Retirement PlanAmerican Marketing Associati…$15MSachs Retirement Savings Plan$15MFranklin University Tax Deferred Annuity PlanFranklin University Tax Defe…$15MThe Louise S. Mcgehee School 403(b) Tda PlanThe Louise S. Mcgehee School…$15MMiraclon Retirement Savings PlanMiraclon Retirement Savings …$15M
End-of-year total assets ($M) among Franklin University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$1M
Employer EIN310707369
Plan Effective Date1969-09-01
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 Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Franklin University Tax Deferred Annuity Plan, Total assets ($B): 0.014627401 · Participants: 216Franklin University Tax Deferred Annuity 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 Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Franklin University Tax Deferred Annuity Plan side-by-side with 3 peers →

Franklin University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The Louise S. Mcgehee School 403(b) Tda Plan in LA ($15M); by covered participants it is Charlotte Christian School Retirement Plan in NC (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Tax Deferred Annuity Plan assets move in 2022? ▼
Franklin University Tax Deferred Annuity Plan pulled back noticeably - down 9.0% during 2022, from $16M to $15M. Reported net income was -$1M.
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.
Which Other plans are similar in size to Franklin University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Louise S. Mcgehee School 403(b) Tda Plan in LA ($15M, 199 participants).
Which Other plans cover a similar participant headcount to Franklin University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Charlotte Christian School Retirement Plan in NC (216 participants, $17M 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.