401(k) · DOL Form 5500 · 2022
Franklin Covey Co. 401(k) Plan
Data updated 2026-08-11
- $108M
- Total assets
- 755
- Participants
- 93rd
- Percentile by assets
- $143,237
- Avg per participant
Official DOL plan name: Franklin Covey Co. 401(k) Plan · Sponsored by Franklin Covey Co. · Utah · Professional & Technical Services
$108M in assets, 755 participants
Franklin Covey Co.'s Franklin Covey Co. 401(k) Plan reported $108M in total assets and 755 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)
- #20,327 in Professional & Technical Services (21,562 peers)
Where Franklin Covey Co. 401(k) Plan sits by assets
Franklin Covey Co. 401(k) Plan sits in the top 10% of all filed plans by assets, $108M for 755 participants (~$143,237/participant), down 13.6% in 2022.
- $108M
- total plan assets (2022 EOY)
- 755
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $143,237
- avg assets per participant
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Franklin Covey Co. 401(k) Plan sits by total assets
Franklin Covey Co. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$108,143,682 Top 7% higher than 93% 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 Covey Co. 401(k) Plan vs the 2022 asset distribution
By assets, Franklin Covey Co. 401(k) Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | -$17M |
| Employer EIN | 870401551 |
| Plan Effective Date | 1991-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Franklin Covey Co.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 755 | $108M |
| 2023 | 1 | 828 | $125M |
| 2024 | 1 | 904 | $139M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Franklin Covey Co. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Franklin Covey Co. 401(k) Plan by total assets, not by location.
- Hawai'i Pacific Health 401(k) Plan (HI) $108M · N/A
- United States Cold Storage, Inc. Retirement Plan (NJ) $108M · 3,121
- Pgt Savings Plan (FL) $108M · 4,702
- Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan (MA) $108M · 285
Frequently Asked Questions
How did Franklin Covey Co. 401(k) Plan assets move in 2022? ▼
How have Franklin Covey Co. plan assets changed over time? ▼
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Next read for Franklin Covey Co. 401(k) Plan
Scale reading
Ways to act on Franklin Covey Co. 401(k) Plan's numbers.
- By total assets, Franklin Covey Co. 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 Utah. Compare plans
- Franklin Covey Co.'s sponsor-wide assets have grown 29.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans