401(k) · DOL Form 5500 · 2022
Franklin Covey Co. 401(k) Plan
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 755
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $143,237
- Avg per participant Near avg balance/head
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.
- #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.
- #20,327
- in Professional & Technical Services (21,562 peers)
- -13.6%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
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.
Franklin Covey Co. 401(k) Plan's outsized position 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 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 Covey Co. 401(k) Plan sits mid-pack in the medium band (755 participants).
Form 5500 schedule snapshot
Filing strip 870401551 · Franklin Covey Co. PY 2022 · 401(k)
Franklin Covey Co. 401(k) Plan · $108M · 755 · 93rd
- EBSA $108M
- EBSA 755
- EBSA 93rd
- EBSA 401(k)
- EBSA near Hawai'i Pacific Health 401(k) Plan
- EBSA ind #20327
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 Professional & Technical Services retirement plans → · Plans in Utah →
Franklin Covey Co. 401(k) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Franklin Covey Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $139M 28.95529301471352% vs 2022
- 2024 filing year
| 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.
- 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
Franklin Covey Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Hawai'i Pacific Health 401(k) Plan in HI ($108M); by covered participants it is Basis Global Technologies, Inc. 401(k) Savings Plan in IL (755 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (755 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.