ESOP · DOL Form 5500 · 2023
The Franklin Group, Inc. ESOP
Data updated 2026-08-11
- $87M
- Total assets
- 585
- Participants
- 90th
- Percentile by assets
- $149,195
- Avg per participant
Official DOL plan name: The Franklin Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by The Franklin Group, Inc. · Idaho · Wholesale Trade
$87M in assets, 585 participants
The Franklin Group, Inc.'s The Franklin Group, Inc. Employee Stock Ownership Plan and Trust reported $87M in total assets and 585 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #5,807 in Wholesale Trade (6,309 peers)
Where The Franklin Group, Inc. Employee Stock Ownership Plan and Trust sits by assets
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust sits in the top 10% of all filed plans by assets, $87M for 585 participants (~$149,195/participant), down 14.7% in 2023.
- $87M
- total plan assets (2023 EOY)
- 585
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $149,195
- avg assets per participant
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $9M in the plan year 2022 filing to -$15M in the plan year 2023 filing.
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $102M in the plan year 2022 filing to $87M in the plan year 2023 filing.
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 569 in the plan year 2022 filing to 585 in the plan year 2023 filing.
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust vs the 2023 asset distribution
By assets, The Franklin Group, Inc. Employee Stock Ownership Plan and Trust outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | -$15M |
| Employer EIN | 261690029 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Franklin Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,132 | $119M |
| 2023 | 2 | 1,160 | $104M |
| 2024 | 2 | 1,189 | $108M |
Nearby ESOP Plans in Idaho
Peer ESOP plans, same state, same plan type, ranked by total assets.
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants
- Winco Employee Stock Ownership Plan $4.7B · 16,664
- Norco, Inc. Employee Stock Ownership Plan $256M · 1,341
- Litehouse, Inc. Employee Stock Ownership Plan $242M · 1,015
- Stellar Industries, Inc. Employee Stock Ownership Plan $230M · 659
- Litehouse, Inc. Employee Stock Ownership Plan $218M · 1,130
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to The Franklin Group, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on The Franklin Group, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, The Franklin Group, Inc. Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Idaho. Compare plans
- The Franklin Group, Inc.'s sponsor-wide assets have declined 9.2% since 2022 across 3 plan years on file. More Wholesale Trade plans