401(k) · DOL Form 5500 · 2022

Fs Investments 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
350
Participants Below avg headcount
87th
Percentile by assets National rank
$127,188
Avg per participant Near avg balance/head
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Official DOL plan name: Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust · Sponsored by Fs Investments · Pennsylvania · Professional & Technical Services

$45M in assets, 350 participants

Fs Investments's Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust reported $45M in total assets and 350 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,955 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust covers 350 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $45M.

#18,955
in Professional & Technical Services (21,562 peers)
-11.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$44,515,793 Top 13% higher than 87% 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 Square Holdings L.P. 401(k) Profit Sharing Plan and Trust 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 Square Holdings L.P. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (350 participants).

Form 5500 schedule snapshot

Filing strip 260196373 · Fs Investments PY 2022 · 401(k)

Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust · $45M · 350 · 87th

  • PART $45M
  • TYPE 350
  • NET 87th
  • BOOK 401(k)
  • VS-ST near Cryogenic Industries 401(k) Plan
  • BOY ind #18955

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and TrustFranklin Square Holdings L.P…$45MCryogenic Industries 401(k) PlanCryogenic Industries 401(k) …$45MEnsafe 401(k) Profit Sharing PlanEnsafe 401(k) Profit Sharing…$45MLeep Enterprises, LLC 401(k) Profit Sharing PlanLeep Enterprises, LLC 401(k)…$45MI.B.E.W. Local 673 Profit Sharing Annuity PlanI.B.E.W. Local 673 Profit Sh…$45M
End-of-year total assets ($M) among Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$45M
Net Income-$6M
Employer EIN260196373
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fs Investments)

Sponsor-wide plan assets over time

All Fs Investments plans reported in each filing year

Latest sponsor-wide plan assets
$82M 84.01492252423763% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $44.5M $81.9M ▲ +84.0%
Year Plans Participants Total Assets
2022 1 350 $45M
2023 1 392 $63M
2024 1 425 $82M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.044515793 · Participants: 350Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cryogenic Industries 401(k) Plan in CA ($45M); by covered participants it is Online Labels Group Retirement Plan in FL (350 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (350 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 Square Holdings L.P. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 11.2% during 2022, from $50M to $45M. Reported net income was -$6M.
How have Fs Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fs Investments's sponsor-wide assets grew 84.0%, from $45M to $82M.
Where does Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cryogenic Industries 401(k) Plan in CA ($45M, 545 participants).
Which 401(k) plans cover a similar participant headcount to Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Online Labels Group Retirement Plan in FL (350 participants, $12M 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 260196373.

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.