401(k)
2022 plan-year 401(k) DOL Form 5500

RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

FRANKLIN DISCOVERY ACADEMY-VINEYARD

This 401(k) plan holds $184K in total assets and serves 120 participants as of 2022. It is sponsored by FRANKLIN DISCOVERY ACADEMY-VINEYARD in Utah. The plan reported positive net income of $17K for the year.

Total Assets (2023)
$184K
Participants
120
State
Industry
Educational Services

What the Filing Says About RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD

RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD is a 401(k) retirement plan sponsored by FRANKLIN DISCOVERY ACADEMY-VINEYARD, headquartered in Utah. As of the 2022 Form 5500 filing, the plan reports $184K in total end-of-year assets and covers 120 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 812710886, and the plan has been effective since 2018-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $167K at the beginning of 2022 to $184K at year-end — a gain of 10.2%. Net assets (after liabilities) closed the year at $184K, with reported net income of $17K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$167K
Total Assets (End of Year)$184K
Net Assets (End of Year)$184K
Net Income$17K
Plan Type401(k)
Employer EIN812710886
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD?
As of the 2022 Form 5500 filing, RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD holds $184K in total assets with 120 participants. It is sponsored by FRANKLIN DISCOVERY ACADEMY-VINEYARD.
What type of plan is RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD?
RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD is a 401(k) plan. It has been effective since 2018-10-01. The plan is filed with the U.S. Department of Labor under EIN 812710886.
Who sponsors the RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD?
RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD is sponsored by FRANKLIN DISCOVERY ACADEMY-VINEYARD, located in Utah. The sponsor's EIN is 812710886 and the plan operates in the Educational Services industry.
How did RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD perform in 2022?
RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD grew by 10.2% during 2022, moving from $167K to $184K in total assets. Net income was $17K.
Where can I find official filings for RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD?
Official Form 5500 filings for RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 812710886 or plan name at efast.dol.gov.
How does RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD compare to other plans?
You can compare RETIREMENT INCOME SECURITY PLAN-FRANKLIN DISCOVERY ACADEMY-VINEYARD against other 401(k) plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 812710886.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.