401(k) · DOL Form 5500 · 2023

Frana Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$471K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$235,476
Avg per participant Above avg balance/head
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Official DOL plan name: Frana Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Frana Investments, Inc. · Arizona · Real Estate

$471K in assets, 2 participants

Frana Investments, Inc.'s Frana Investments, Inc. 401(k) Profit Sharing Plan reported $471K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,399 in Real Estate (4,727 peers)

Frana Investments, Inc. multi-year trail

Frana Investments, Inc.'s plans moved +31.6% in assets from 2022 to 2023; this filing shows Frana Investments, Inc. 401(k) Profit Sharing Plan at $471K / 2 participants.

#1,399
in Real Estate (4,727 peers)
+31.6%
assets growth YoY

Frana Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Frana Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$470,951 17th percentile higher than 17% of 127,068 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 2023

Frana Investments, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Frana Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Frana Investments, Inc. 401(k) Profit Sharing Plan reported net income rose from -$127K in the plan year 2022 filing to $113K in the plan year 2023 filing.
  • Frana Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $358K in the plan year 2022 filing to $471K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 832466958 · Frana Investments, Inc. PY 2023 · 401(k)

Frana Investments, Inc. 401(k) Profit Sharing Plan · $471K · 2 · 17th

  • VS-ST $471K
  • VS-ST 2
  • VS-ST 17th
  • VS-ST 401(k)
  • VS-ST near Vista Springs LLC 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #1399

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 Real Estate retirement plans → · Plans in Arizona →

Frana Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Frana Investments, Inc. 401(k) Profit Sharing PlanFrana Investments, Inc. 401(…$471KVista Springs LLC 401(k) Profit Sharing Plan & TrustVista Springs LLC 401(k) Pro…$471KPorts C & G Inc 401(k) Profit Sharing Plan & TrustPorts C & G Inc 401(k) Profi…$471KMikenna, Inc. 401(k) Plan$471KBarreto Holding Company 1081. 01(D) PlanBarreto Holding Company 1081…$471K
End-of-year total assets ($M) among Frana Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Frana Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Frana Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$471K 31.612688671467815% vs 2022
2023 filing year
$0.3M$0.35M$0.4M$0.45M$0.5M 20222023 $0.36M $0.47M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 2 $358K
2023 2 4 $471K

Frana Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$358K
Net Assets (End of Year)$471K
Net Income$113K
Employer EIN832466958
Plan Effective Date2019-01-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Frana Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Frana Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000470951 · Participants: 2Frana Investments, Inc. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Frana Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Frana Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Frana Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Vista Springs LLC 401(k) Profit Sharing Plan & Trust in MI ($471K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Frana Investments, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Frana Investments, Inc. 401(k) Profit Sharing Plan surged - up 31.6% during 2023, from $358K to $471K. Reported net income was $113K.
How have Frana Investments, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Frana Investments, Inc.'s sponsor-wide assets grew 31.6%, from $358K to $471K.
Where does Frana Investments, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Frana Investments, Inc. 401(k) Profit Sharing Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Frana Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vista Springs LLC 401(k) Profit Sharing Plan & Trust in MI ($471K, 668 participants).
Which 401(k) plans cover a similar participant headcount to Frana Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832466958.

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.