401(k) · DOL Form 5500 · 2023
The Franklin Institute 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $136,172
- Avg per participant Near avg balance/head
Official DOL plan name: The Franklin Institute Retirement Savings Pln · Sponsored by The Franklin Institute · Pennsylvania · Arts, Entertainment & Recreation
$18M in assets, 132 participants
The Franklin Institute's The Franklin Institute Retirement Savings Pln reported $18M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #2,423 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Pennsylvania
The Franklin Institute Retirement Savings Pln covers 132 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $18M.
- #2,423
- in Arts, Entertainment & Recreation (2,945 peers)
- +19.3%
- assets growth YoY
The Franklin Institute Retirement Savings Pln's outsized position by total assets
The Franklin Institute Retirement Savings Pln vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,974,717 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Franklin Institute Retirement Savings Pln among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Franklin Institute Retirement Savings Pln sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Franklin Institute Retirement Savings Pln reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Franklin Institute Retirement Savings Pln end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- The Franklin Institute Retirement Savings Pln reported participants rose from 119 in the plan year 2022 filing to 132 in the plan year 2023 filing.
DOL schedule card
Filing strip 231370501 · The Franklin Institute PY 2023 · 401(k)
The Franklin Institute Retirement Savings Pln · $18M · 132 · 71st
- VS-ST $18M
- BOY 132
- SCH 71st
- EBSA 401(k)
- PART near Alliance Sales & Marketing 401(k) Plan
- TYPE ind #2423
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 Arts, Entertainment & Recreation retirement plans → · Plans in Pennsylvania →
The Franklin Institute Retirement Savings Pln in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 231370501 |
| Plan Effective Date | 2007-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Franklin Institute)
Sponsor-wide plan assets over time
All The Franklin Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 25.333197429500977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 144 | $23M |
| 2023 | 2 | 156 | $26M |
| 2024 | 2 | 163 | $29M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
The Franklin Institute Retirement Savings Pln's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Alliance Sales & Marketing 401(k) Plan in NC ($18M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Alliance Sales & Marketing 401(k) Plan (NC) $18M · 325
- Army Navy Country Club 401(k) Plan (VA) $18M · 311
- Bcb Community Bank 401(k) Plan (NJ) $18M · 156
- Hawk Ridge Systems LLC 401(k) Profit Sharing Plan & Trust (CA) $18M · 411
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Revision Military 401(k) Retirement Plan (VT) 132 · 0 off
- Advance Business Systems & Supply Company 401(k) Plan and Trust (MD) 132 · 0 off
- Lres Corporation Employee 401(k) Plan (CA) 132 · 0 off
- Treeline Biosciences 401(k) Plan (MA) 132 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.