ESOP · DOL Form 5500 · 2022

Franklin Insurance Agency Inc. ESOP

Data updated 2026-08-25

$485K
Total assets Small plan by assets
18
Participants Small participant base
18th
Percentile by assets National rank
$26,952
Avg per participant Low balance/head
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Official DOL plan name: Franklin Insurance Agency, Inc. Employee Stock Ownership Plan · Sponsored by Franklin Insurance Agency Inc. · Pennsylvania · Finance & Insurance

$485K in assets, 18 participants

Franklin Insurance Agency Inc.'s Franklin Insurance Agency, Inc. Employee Stock Ownership Plan reported $485K in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,069 in Finance & Insurance (9,261 peers)

Franklin Insurance Agency Inc. multi-year trail

Franklin Insurance Agency Inc.'s plans moved +85.7% in assets from 2022 to 2024; this filing shows Franklin Insurance Agency, Inc. Employee Stock Ownership Plan at $485K / 18 participants.

#1,069
in Finance & Insurance (9,261 peers)
-44.6%
assets change YoY

The plan reported a net loss of $351K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Franklin Insurance Agency, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Franklin Insurance Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$485,139 18th percentile higher than 18% 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

Franklin Insurance Agency, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Franklin Insurance Agency, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 251648148 · Franklin Insurance Agency Inc. PY 2022 · ESOP

Franklin Insurance Agency, Inc. Employee Stock Ownership Plan · $485K · 18 · 18th

  • IND $485K
  • IND 18
  • IND 18th
  • IND ESOP
  • IND near Ralph Andersen & Associates Employee Stock Ownership Plan
  • IND ind #1069

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 What is an ESOP? → · Plans in Pennsylvania →

Franklin Insurance Agency, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Franklin Insurance Agency, Inc. Employee Stock Ownership PlanFranklin Insurance Agency, I…$485KRalph Andersen & Associates Employee Stock Ownership PlanRalph Andersen & Associates …$488KParagon Holdings Inc. Employee Stock Ownership PlanParagon Holdings Inc. Employ…$489KKing + Cross Companies Employee Stock Ownership PlanKing + Cross Companies Emplo…$490KE.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership PlanE.W. James & Sons, Inc. Empl…$481K
End-of-year total assets ($M) among Franklin Insurance Agency, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Franklin Insurance Agency Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Franklin Insurance Agency Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$901K 85.74862049845508% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.49M $0.9M ▲ +83.7%
Year Plans Participants Total Assets
2022 1 18 $485K
2023 1 17 $392K
2024 1 17 $901K

Franklin Insurance Agency Inc. filing trail (2022)

Total Assets (Beginning of Year)$875K
Net Assets (End of Year)$116K
Net Income-$351K
Employer EIN251648148
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

Franklin Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Franklin Insurance Agency, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000485139 · Participants: 18Franklin Insurance Agency, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Franklin Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Franklin Insurance Agency, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Franklin Insurance Agency, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Ralph Andersen & Associates Employee Stock Ownership Plan in CA ($488K); by covered participants it is North Penn Telephone Company Employee Stock Ownership Plan in NY (18 participants). Same-state nearby plans are listed separately above.

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 Franklin Insurance Agency, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Franklin Insurance Agency, Inc. Employee Stock Ownership Plan contracted severely - down 44.6% during 2022, from $875K to $485K. Reported net income was -$351K.
How have Franklin Insurance Agency Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franklin Insurance Agency Inc.'s sponsor-wide assets grew 85.7%, from $485K to $901K.
Where does Franklin Insurance Agency, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Franklin Insurance Agency, Inc. Employee Stock Ownership Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Franklin Insurance Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ralph Andersen & Associates Employee Stock Ownership Plan in CA ($488K, 11 participants).
Which ESOP plans cover a similar participant headcount to Franklin Insurance Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is North Penn Telephone Company Employee Stock Ownership Plan in NY (18 participants, $4M 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 251648148.

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.