401(k) · DOL Form 5500 · 2022
Franchise Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $141M
- Total assets
- 6,535
- Participants
- 94th
- Percentile by assets
- $21,526
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $141M
- total plan assets (2022 EOY)
- 6,535
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $21,526
- avg assets per participant
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.
Where Franchise Group, Inc. 401(k) Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Franchise Group, Inc. 401(k) Plan reports 6,535 participants - 8.5x that state average ($141M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $140M |
| Net Income | -$29M |
| Employer EIN | 273561876 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Franchise Group, Inc.)
| 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
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
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 (401(k), $149M, 11,705 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Franchise Group, Inc. 401(k) Plan by total assets, not by location.
- Legal & General America, Inc. Savings Plan (MD) $141M · 970
- Core Laboratories Profit Sharing and Retirement Plan (TX) $141M · 855
- Admiral Beverage Corporation 401(k) Plan (WY) $141M · 1,268
- The Colson Medical LLC Employees' Retirement Plan (IL) $141M · 1,104
Frequently Asked Questions
How did Franchise Group, Inc. 401(k) Plan assets move in 2022? ▼
How have Franchise Group, Inc. plan assets changed over time? ▼
Where does Franchise Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Franchise Group, Inc. 401(k) Plan
Filing takeaways
Ways to act on Franchise Group, Inc. 401(k) Plan's numbers.
- By total assets, Franchise Group, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Franchise Group, Inc.'s sponsor-wide assets have grown 6.1% since 2022 across 3 plan years on file. More Retail Trade plans