ESOP · DOL Form 5500 · 2022
The Franklin Group, Inc. ESOP
Data updated 2026-08-11
- $102M
- Total assets
- 569
- Participants
- 93rd
- Percentile by assets
- $179,859
- Avg per participant
Official DOL plan name: The Franklin Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by The Franklin Group, Inc. · Idaho · Wholesale Trade
$102M in assets, 569 participants
The Franklin Group, Inc.'s The Franklin Group, Inc. Employee Stock Ownership Plan and Trust reported $102M in total assets and 569 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #6,452 in Wholesale Trade (6,843 peers)
Where The Franklin Group, Inc. Employee Stock Ownership Plan and Trust sits by assets
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust sits in the top 10% of all filed plans by assets, $102M for 569 participants (~$179,859/participant), up 9.6% in 2022.
- $102M
- total plan assets (2022 EOY)
- 569
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $179,859
- avg assets per participant
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust vs the 2022 asset distribution
By assets, The Franklin Group, Inc. Employee Stock Ownership Plan and Trust outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $9M |
| Employer EIN | 261690029 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Franklin Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,132 | $119M |
| 2023 | 2 | 1,160 | $104M |
| 2024 | 2 | 1,189 | $108M |
Nearby ESOP Plans in Idaho
Peer ESOP plans, same state, same plan type, ranked by total assets.
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants
- Winco Employee Stock Ownership Plan $4.3B · 15,984
- Norco, Inc. Employee Stock Ownership Plan $220M · 1,298
- Litehouse, Inc. Employee Stock Ownership Plan $213M · 1,174
- Container and Packaging Employee Stock Ownership Plan and Trust $72M · 106
- Magic Valley Growers, Ltd. Employee Stock Ownership Plan $70M · 238
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Franklin Group, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
- Woodruff-Sawyer & Co. Employee Stock Ownership Plan (CA) $102M · 532
- Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust (MN) $102M · 143
- R. M. Towill Corporation Employee Stock Ownership Plan (HI) $103M · 99
- Fin Feather Fur Outfitters, Inc. Employee Stock Ownership Plan (OH) $103M · 181
Frequently Asked Questions
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Ways to act on The Franklin Group, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, The Franklin Group, Inc. Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Idaho. Compare plans
- The Franklin Group, Inc.'s sponsor-wide assets have declined 9.2% since 2022 across 3 plan years on file. More Wholesale Trade plans