ESOP · DOL Form 5500 · 2022

The Franklin Group, Inc. ESOP

Data updated 2026-08-25

$102M
Total assets Near avg plan size
569
Participants Below avg headcount
93rd
Percentile by assets National rank
$179,859
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,452
in Wholesale Trade (6,843 peers)
+9.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$102,340,004 Top 7% higher than 93% 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

The Franklin Group, Inc. Employee Stock Ownership 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. The Franklin Group, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (569 participants).

EBSA filing schedule strip

Filing strip 261690029 · The Franklin Group, Inc. PY 2022 · ESOP

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust · $102M · 569 · 93rd

  • BOOK $102M
  • VS-ST 569
  • BOY 93rd
  • SCH ESOP
  • EBSA near Woodruff-Sawyer & Co. Employee Stock Ownership Plan
  • PART ind #6452

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 What is an ESOP? → · Plans in Idaho →

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Fin Feather Fur Outfitters, Inc. Employee Stock Ownership PlanFin Feather Fur Outfitters, …$103MR. M. Towill Corporation Employee Stock Ownership PlanR. M. Towill Corporation Emp…$103MThe Franklin Group, Inc. Employee Stock Ownership Plan and TrustThe Franklin Group, Inc. Emp…$102MWoodruff-Sawyer & Co. Employee Stock Ownership PlanWoodruff-Sawyer & Co. Employ…$102MInsurance Resources International, Inc. Employee Stock Ownership Plan and TrustInsurance Resources Internat…$102M
End-of-year total assets ($M) among The Franklin Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$93M
Net Income$9M
Employer EIN261690029
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Franklin Group, Inc.)

Sponsor-wide plan assets over time

All The Franklin Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$108M 9.199849510558876% vs 2022
2024 filing year
$100M$105M$110M$115M$120M$125M 202220232024 $119M $108M ▼ -9.2%
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 Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants The Franklin Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.102340004 · Participants: 569The Franklin Group, Inc. Employee Stock Ownership Plan and TrustWinco Employee Stock Ownership Plan, Total assets ($B): 4.331068124 · Participants: 15984Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.220412969 · Participants: 1298Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.213402995 · Participants: 1174Litehouse, Inc. Employee Stock Ownership PlanContainer and Packaging Employee Stock Ownership Plan and Trust, Total assets ($B): 0.0719783 · Participants: 106Container and Packaging Employee Stock Ownership Plan and TrustMagic Valley Growers, Ltd. Employee Stock Ownership Plan, Total assets ($B): 0.070411791 · Participants: 238Magic Valley Growers, Ltd. Employee Stock Ownership Plan
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants
Compare The Franklin Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Woodruff-Sawyer & Co. Employee Stock Ownership Plan in CA ($102M); by covered participants it is Nussbaum Transportation Services Employee Stock Ownership Plan in IL (569 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (569 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 The Franklin Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 9.6% during 2022, from $93M to $102M. Reported net income was $9M.
How have The Franklin Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Franklin Group, Inc.'s sponsor-wide assets declined 9.2%, from $119M to $108M.
Where does The Franklin Group, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust ranks in the 93rd 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 ESOP plans are similar in size to The Franklin Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Woodruff-Sawyer & Co. Employee Stock Ownership Plan in CA ($102M, 532 participants).
Which ESOP plans cover a similar participant headcount to The Franklin Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Nussbaum Transportation Services Employee Stock Ownership Plan in IL (569 participants, $29M 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 261690029.

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.