Profit Sharing · DOL Form 5500 · 2023

Francis Manufacturing Company Profit Sharing Plan

Data updated 2026-08-11

$28M
Total assets: 141
Participants: 78th
Percentile by assets: $197,050
Avg per participant

Official DOL plan name: Francis Manufacturing Company Employees Profit Sharing Plan · Sponsored by Francis Manufacturing Company · Ohio · Manufacturing

$28M in assets, 141 participants

Francis Manufacturing Company's Francis Manufacturing Company Employees Profit Sharing Plan reported $28M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

78th percentile by assets (of 127,072 plans)
#13,031 in Manufacturing (18,722 peers)

Coverage in Ohio

Francis Manufacturing Company Employees Profit Sharing Plan covers 141 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $28M.

$28M
total plan assets (2023 EOY): 141
covered participants: 78th
percentile by assets (of 127,072 plans): $197,050
avg assets per participant

Francis Manufacturing Company Employees Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Francis Manufacturing Company Employees Profit Sharing Plan reported participants rose from 123 in the plan year 2022 filing to 141 in the plan year 2023 filing.
Francis Manufacturing Company Employees Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ohio

Industry

Manufacturing

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Francis Manufacturing Company Employees Profit Sharing Plan reports 141 participants - about 18% of that state average ($28M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$25M
Net Assets (End of Year)	$28M
Net Income	$3M
Employer EIN	340898096
Plan Effective Date	1961-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Francis Manufacturing Company)

Total plan assets by year, all Francis Manufacturing Company plans on file

Year	Plans	Participants	Total Assets
2022	1	123	$25M
2023	1	141	$28M
2024	1	142	$27M

Nearby Profit Sharing Plans in Ohio

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

Francis Manufacturing Company Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Cleveland Clinic Investment Pension Plan $1.5B · 48,582
Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
Three Rivers Annuity Fund $199M · 1,460
Holzer Health System 401a Profit Sharing Plan $175M · 1,779

Compare Francis Manufacturing Company Employees … side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Francis Manufacturing Company Employees Profit Sharing Plan by total assets, not by location.

Scoi Profit Sharing Plan (CA) $28M · 123
First Farmers & Merchants Bank Profit Sharing Plan (TN) $28M · 201
Plan De Retiro 1081.01(D) Del Hospital General Menonita (PR) $28M · 4,610
Reit Management Corp. Profit Sharing Plan (NY) $28M · 15

Frequently Asked Questions

How did Francis Manufacturing Company Employees Profit Sharing Plan assets move in 2023? ▼

Francis Manufacturing Company Employees Profit Sharing Plan grew at a solid clip - up 12.8% during 2023, from $25M to $28M. Reported net income was $3M.

How have Francis Manufacturing Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Francis Manufacturing Company's sponsor-wide assets grew 10.7%, from $25M to $27M.

Where does Francis Manufacturing Company Employees Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Francis Manufacturing Company Employees Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Francis Manufacturing Company Employees Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Scoi Profit Sharing Plan in CA ($28M, 123 participants).

Next read for Francis Manufacturing Company Employees …

Filing takeaways

Ways to act on Francis Manufacturing Company Employees Profit Sharing Plan's numbers.

By total assets, Francis Manufacturing Company Employees Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Ohio. Compare plans
Francis Manufacturing Company's sponsor-wide assets have grown 10.7% since 2022 across 3 plan years on file. More Manufacturing plans

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 340898096.