Other · DOL Form 5500 · 2022
Franklin and Marshall College Retirement Plan
Data updated 2026-08-25
- $313M
- Total assets Above avg plan size
- 774
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $404,906
- Avg per participant High balance/head
Official DOL plan name: Franklin and Marshall College Retirement Plan · Sponsored by Franklin and Marshall College · Pennsylvania · Educational Services
$313M in assets, 774 participants
Franklin and Marshall College's Franklin and Marshall College Retirement Plan reported $313M in total assets and 774 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #3,830 in Educational Services (4,024 peers)
Where Franklin and Marshall College Retirement Plan sits by assets
Franklin and Marshall College Retirement Plan sits in the top 5% of all filed plans by assets, $313M for 774 participants (~$404,906/participant), down 14.9% in 2022.
- #3,830
- in Educational Services (4,024 peers)
- -14.9%
- assets change YoY
- 3.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $55M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Franklin and Marshall College Retirement Plan's outsized position by total assets
Franklin and Marshall College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$313,396,899 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Franklin and Marshall College Retirement 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 and Marshall College Retirement Plan sits mid-pack in the medium band (774 participants).
EBSA filing schedule strip
Filing strip 231352635 · Franklin and Marshall College PY 2022 · Other
Franklin and Marshall College Retirement Plan · $313M · 774 · 97th
- NET $313M
- BOOK 774
- VS-ST 97th
- BOY Other
- SCH near Riverside Health System 403(b) Retirement Plan
- EBSA ind #3830
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 Pennsylvania →
Franklin and Marshall College Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $368M |
|---|---|
| Net Assets (End of Year) | $313M |
| Net Income | -$55M |
| Employer EIN | 231352635 |
| Plan Effective Date | 1943-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Franklin and Marshall College)
Sponsor-wide plan assets over time
All Franklin and Marshall College plans reported in each filing year
- Latest sponsor-wide plan assets
- $365M 16.534458115362526% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 774 | $313M |
| 2023 | 1 | 737 | $338M |
| 2024 | 1 | 715 | $365M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Franklin and Marshall College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Riverside Health System 403(b) Retirement Plan in VA ($314M); by covered participants it is Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan in OR (774 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($313M here).
- Riverside Health System 403(b) Retirement Plan (VA) $314M · 8,852
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan (MA) $314M · 13,317
- Pomona College Academic Retirement Plan (CA) $313M · 1,325
- University of Puget Sound Retirement Savings Plan (WA) $312M · 902
Similar participant headcount
Nearest other-state filings by covered participants (774 participants); asset peers above are excluded.
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan (OR) 774 · 0 off
- Arkansas Support Network, Inc. 403(b) (AR) 775 · 1 off
- Mainehealth Legacy 403(b) Retirement Plan (ME) 776 · 2 off
- Group Health Cooperative of South Central Wisconsin 403(b) Plan (WI) 772 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.