401(k) · DOL Form 5500 · 2022

Franchise Group, Inc. 401(k) Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
6,535
Participants Above avg headcount
94th
Percentile by assets National rank
$21,526
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Franchise Group, Inc. 401(k) Plan · Sponsored by Franchise Group, Inc. · Ohio · Retail Trade

$141M in assets, 6,535 participants

Franchise Group, Inc.'s Franchise Group, Inc. 401(k) Plan reported $141M in total assets and 6,535 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #9,226 in Retail Trade (9,519 peers)

Coverage in Ohio

Franchise Group, Inc. 401(k) Plan covers 6,535 participants in Ohio, 8.5x the typical Ohio plan (state average ~765 per filing). Assets: $141M.

#9,226
in Retail Trade (9,519 peers)
+38.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Franchise Group, Inc. 401(k) Plan's outsized position by total assets

Franchise Group, Inc. 401(k) Plan vs every filed plan by assets

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

$140,674,872 Top 6% higher than 94% 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

Franchise Group, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Franchise Group, Inc. 401(k) Plan lands in the large band (6,535 participants).

DOL schedule card

Filing strip 273561876 · Franchise Group, Inc. PY 2022 · 401(k)

Franchise Group, Inc. 401(k) Plan · $141M · 6,535 · 94th

  • EIN $141M
  • EIN 6,535
  • EIN 94th
  • EIN 401(k)
  • EIN near Legal & General America, Inc. Savings Plan
  • EIN ind #9226

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 Retail Trade retirement plans → · Plans in Ohio →

Franchise Group, Inc. 401(k) Plan in the asset neighbourhood

Core Laboratories Profit Sharing and Retirement PlanCore Laboratories Profit Sha…$141MFranchise Group, Inc. 401(k) PlanFranchise Group, Inc. 401(k)…$141MLegal & General America, Inc. Savings PlanLegal & General America, Inc…$141MAdmiral Beverage Corporation 401(k) PlanAdmiral Beverage Corporation…$141MThe Colson Medical LLC Employees' Retirement PlanThe Colson Medical LLC Emplo…$141M
End-of-year total assets ($M) among Franchise Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$140M
Net Income-$29M
Employer EIN273561876
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Franchise Group, Inc.)

Sponsor-wide plan assets over time

All Franchise Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$149M 6.139232883041116% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $141M $149M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 6,535 $141M
2023 1 12,555 $159M
2024 1 11,705 $149M

Nearby 401(k) Plans in Ohio

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

Franchise Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20246810 Total assets ($B) Participants Franchise Group, Inc. 401(k) Plan, Total assets ($B): 0.140674872 · Participants: 6535Franchise Group, Inc. 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Franchise Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Franchise Group, Inc. 401(k) Plan side-by-side with 3 peers →

Scale composition for Franchise Group, Inc. 401(k) Plan

Franchise Group, Inc. 401(k) Plan reports $141M in end-of-year assets across 6,535 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $21,526 per participant (16% of the national average assets-per-participant) . Net income for plan year 2022 was -$29M.

This plan identity (EIN 273561876, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $141M to $149M (+6.1%) while covered participants moved from 6,535 to 11,705 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,535 $141M This page
2023 12,555 $159M Open filing
2024 · index core 11,705 $149M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Franchise Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Legal & General America, Inc. Savings Plan in MD ($141M); by covered participants it is Schwan's Company Retirement Savings Plan in MN (6,537 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,535 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 Franchise Group, Inc. 401(k) Plan assets move in 2022? ▼
Franchise Group, Inc. 401(k) Plan surged - up 38.9% during 2022, from $101M to $141M. Reported net income was -$29M.
How have Franchise Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franchise Group, Inc.'s sponsor-wide assets grew 6.1%, from $141M to $149M.
Where does Franchise Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Franchise Group, Inc. 401(k) Plan ranks in the 94th 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 401(k) plans are similar in size to Franchise Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legal & General America, Inc. Savings Plan in MD ($141M, 970 participants).
Which 401(k) plans cover a similar participant headcount to Franchise Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schwan's Company Retirement Savings Plan in MN (6,537 participants, $489M 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 273561876.

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.