ESOP · DOL Form 5500 · 2023

The Franklin Group, Inc. ESOP

Data updated 2026-08-25

$87M
Total assets Below avg plan size
585
Participants Below avg headcount
90th
Percentile by assets National rank
$149,195
Avg per participant Above avg balance/head
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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.

  • #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.

#5,807
in Wholesale Trade (6,309 peers)
-14.7%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$87,279,089 Top 10% higher than 90% 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

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust 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 Group, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (585 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 261690029 · The Franklin Group, Inc. PY 2023 · ESOP

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust · $87M · 585 · 90th

  • PCT $87M
  • PCT 585
  • PCT 90th
  • PCT ESOP
  • PCT near Architectural Glass & Aluminum Group, Inc. Employee Stock Ownership Plan
  • PCT ind #5807

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 What is an ESOP? → · Plans in Idaho →

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

The Franklin Group, Inc. Employee Stock Ownership Plan and TrustThe Franklin Group, Inc. Emp…$87MArchitectural Glass & Aluminum Group, Inc. Employee Stock Ownership PlanArchitectural Glass & Alumin…$87MErickson-Hall Holding Co. ESOPErickson-Hall Holding Co. ES…$87MFrontier Precision, Inc Employee Stock Ownership PlanFrontier Precision, Inc Empl…$87MFst Logistics, Inc. Employee Stock Ownership PlanFst Logistics, Inc. Employee…$87M
End-of-year total assets ($M) among The Franklin Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$78M
Net Income-$15M
Employer EIN261690029
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Franklin Group, Inc.)

Sponsor-wide plan assets over time

All The Franklin Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$108M 9.199849510558876% vs 2022
2024 filing year
$100M$105M$110M$115M$120M$125M 202220232024 $119M $108M ▼ -9.2%
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 Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants The Franklin Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.087279089 · Participants: 585The Franklin Group, Inc. Employee Stock Ownership Plan and TrustWinco Employee Stock Ownership Plan, Total assets ($B): 4.656219713 · Participants: 16664Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.255999157 · Participants: 1341Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.242106302 · Participants: 1015Litehouse, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229611549 · Participants: 659Stellar Industries, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.217520907 · Participants: 1130Litehouse, Inc. Employee Stock Ownership Plan
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants
Compare The Franklin Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Architectural Glass & Aluminum Group, Inc. Employee Stock Ownership Plan in CA ($87M); by covered participants it is Southern Air Incorporated Employee Stock Ownership Plan and Trust in VA (587 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (585 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 The Franklin Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 14.7% during 2023, from $102M to $87M. Reported net income was -$15M.
How have The Franklin Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Franklin Group, Inc.'s sponsor-wide assets declined 9.2%, from $119M to $108M.
Where does The Franklin Group, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to The Franklin Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Architectural Glass & Aluminum Group, Inc. Employee Stock Ownership Plan in CA ($87M, 70 participants).
Which ESOP plans cover a similar participant headcount to The Franklin Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Southern Air Incorporated Employee Stock Ownership Plan and Trust in VA (587 participants, $32M 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 261690029.

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.