Other · DOL Form 5500 · 2022
The Franklin Academy Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $27,573
- Avg per participant Low balance/head
Official DOL plan name: The Franklin Academy Defined Contribution Plan · Sponsored by The Franklin Academy Inc. · Connecticut · Educational Services
$3M in assets, 103 participants
The Franklin Academy Inc.'s The Franklin Academy Defined Contribution Plan reported $3M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #1,083 in Educational Services (4,024 peers)
Coverage in Connecticut
The Franklin Academy Defined Contribution Plan covers 103 participants in Connecticut, about 14% of the average Connecticut filer (state average ~718 per filing). Assets: $3M.
- #1,083
- in Educational Services (4,024 peers)
- -13.2%
- assets change YoY
The plan reported a net loss of $436K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Franklin Academy Defined Contribution Plan's mid-pack asset rank among Educational Services and all filers
The Franklin Academy Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,840,043 39th percentile higher than 39% 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
The Franklin Academy Defined Contribution 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. The Franklin Academy Defined Contribution Plan sits mid-pack in the medium band (103 participants).
Plan-year Form 5500 strip
Filing strip 223843855 · The Franklin Academy Inc. PY 2022 · Other
The Franklin Academy Defined Contribution Plan · $3M · 103 · 39th
- IND $3M
- IND 103
- IND 39th
- IND Other
- IND near Hubbard Hill Estates Inc. Retirement Plan
- IND ind #1083
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 Educational Services retirement plans → · Plans in Connecticut →
The Franklin Academy Defined Contribution Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$436K |
| Employer EIN | 223843855 |
| Plan Effective Date | 2006-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Franklin Academy Inc.)
Sponsor-wide plan assets over time
All The Franklin Academy Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 8.524061079356898% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $3M |
| 2023 | 1 | 104 | $3M |
| 2024 | 1 | 103 | $3M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
The Franklin Academy Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Hubbard Hill Estates Inc. Retirement Plan in IN ($3M); by covered participants it is Food & Water Watch 403(b) Retirement Plan in DC (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.
- Food & Water Watch 403(b) Retirement Plan (DC) 103 · 0 off
- Holland Christian Home Association 403(b) Retirement Plan (NJ) 103 · 0 off
- Retirement Plan for Hourly Employees of Faculty- Student Association of State University of New York at Buffalo, Inc. (NY) 103 · 0 off
- George Eastman Museum Retirement Plan (NY) 103 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.