Profit Sharing · DOL Form 5500 · 2023

Franklin Insurance & Financial Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$461K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$153,664
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Franklin Insurance & Financial Services, Inc. Profit Sharing Plan · Sponsored by Franklin Insurance & Financial Services, Inc. · California · Finance & Insurance

$461K in assets, 3 participants

Franklin Insurance & Financial Services, Inc.'s Franklin Insurance & Financial Services, Inc. Profit Sharing Plan reported $461K in total assets and 3 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.

  • #930 in Finance & Insurance (8,869 peers)

Franklin Insurance & Financial Services, Inc. multi-year trail

Franklin Insurance & Financial Services, Inc.'s plans moved +14.4% in assets from 2022 to 2024; this filing shows Franklin Insurance & Financial Services, Inc. Profit Sharing Plan at $461K / 3 participants.

#930
in Finance & Insurance (8,869 peers)
+7.2%
assets growth YoY

Franklin Insurance & Financial Services, Inc. Profit Sharing Plan among the smaller filed plans by assets

Franklin Insurance & Financial Services, Inc. Profit Sharing Plan vs every filed plan by assets

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

$460,991 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

Franklin Insurance & Financial Services, Inc. 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. Franklin Insurance & Financial Services, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Franklin Insurance & Financial Services, Inc. Profit Sharing Plan reported net income rose from $8K in the plan year 2022 filing to $31K in the plan year 2023 filing.
  • Franklin Insurance & Financial Services, Inc. Profit Sharing Plan end-of-year assets rose from $430K in the plan year 2022 filing to $461K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954496771 · Franklin Insurance & Financial Services, Inc. PY 2023 · Profit Sharing

Franklin Insurance & Financial Services, Inc. Profit Sharing Plan · $461K · 3 · 17th

  • TYPE $461K
  • NET 3
  • BOOK 17th
  • VS-ST Profit Sharing
  • BOY near Dknj Enterprises Inc Profit Sharing Plan
  • SCH ind #930

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 Finance & Insurance retirement plans → · Plans in California →

Franklin Insurance & Financial Services, Inc. Profit Sharing Plan in the asset neighbourhood

Franklin Insurance & Financial Services, Inc. Profit Sharing PlanFranklin Insurance & Financi…$461KDknj Enterprises Inc Profit Sharing PlanDknj Enterprises Inc Profit …$461KRamon a. Montalvo Alvarez Retirement PlanRamon a. Montalvo Alvarez Re…$461KKimmer Enterprises, Inc. Retirement PlanKimmer Enterprises, Inc. Ret…$461KDosus Inc. Retirement Plan$461K
End-of-year total assets ($M) among Franklin Insurance & Financial Services, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Franklin Insurance & Financial Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Franklin Insurance & Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$492K 14.384221325777139% vs 2022
2024 filing year
$0.42M$0.44M$0.46M$0.48M$0.5M 202220232024 $0.43M $0.49M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 3 $430K
2023 1 3 $461K
2024 2 6 $492K

Franklin Insurance & Financial Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$430K
Net Assets (End of Year)$461K
Net Income$31K
Employer EIN954496771
Plan Effective Date1995-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Franklin Insurance & Financial Services, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Franklin Insurance & Financial Services, Inc. Profit Sharing Plan, Total assets ($B): 0.000460991 · Participants: 3Franklin Insurance & Financial Services, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Franklin Insurance & Financial Services, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Franklin Insurance & Financial Services, Inc. Profit Sharing Plan side-by-side with 3 peers →

Franklin Insurance & Financial Services, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Dknj Enterprises Inc Profit Sharing Plan in NJ ($461K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($461K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Franklin Insurance & Financial Services, Inc. Profit Sharing Plan assets move in 2023? ▼
Franklin Insurance & Financial Services, Inc. Profit Sharing Plan grew at a solid clip - up 7.2% during 2023, from $430K to $461K. Reported net income was $31K.
How have Franklin Insurance & Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franklin Insurance & Financial Services, Inc.'s sponsor-wide assets grew 14.4%, from $430K to $492K.
Where does Franklin Insurance & Financial Services, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Franklin Insurance & Financial Services, Inc. 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 Profit Sharing plans are similar in size to Franklin Insurance & Financial Services, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dknj Enterprises Inc Profit Sharing Plan in NJ ($461K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Franklin Insurance & Financial Services, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 954496771.

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.