Other · DOL Form 5500 · 2023
Franklin and Marshall College Retirement Plan
Data updated 2026-08-25
- $338M
- Total assets Above avg plan size
- 737
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $458,751
- Avg per participant High balance/head
Official DOL plan name: Franklin and Marshall College Retirement Plan · Sponsored by Franklin and Marshall College · Pennsylvania · Educational Services
$338M in assets, 737 participants
Franklin and Marshall College's Franklin and Marshall College Retirement Plan reported $338M in total assets and 737 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,532 in Educational Services (3,735 peers)
Where Franklin and Marshall College Retirement Plan sits by assets
Franklin and Marshall College Retirement Plan sits in the top 5% of all filed plans by assets, $338M for 737 participants (~$458,751/participant), up 7.9% in 2023.
- #3,532
- in Educational Services (3,735 peers)
- +7.9%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Franklin and Marshall College Retirement Plan's outsized position by total assets
Franklin and Marshall College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$338,099,606 Top 4% higher than 96% 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
Franklin and Marshall College Retirement Plan 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. Franklin and Marshall College Retirement Plan sits mid-pack in the medium band (737 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Franklin and Marshall College Retirement Plan reported net income rose from -$55M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Franklin and Marshall College Retirement Plan end-of-year assets rose from $313M in the plan year 2022 filing to $338M in the plan year 2023 filing.
- Franklin and Marshall College Retirement Plan reported participants fell from 774 in the plan year 2022 filing to 737 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 231352635 · Franklin and Marshall College PY 2023 · Other
Franklin and Marshall College Retirement Plan · $338M · 737 · 96th
- EOY $338M
- EOY 737
- EOY 96th
- EOY Other
- EOY near University of San Francisco Voluntary Retirement Plan
- EOY ind #3532
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 Educational Services retirement plans → · Plans in Pennsylvania →
Franklin and Marshall College Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $313M |
|---|---|
| Net Assets (End of Year) | $338M |
| Net Income | $25M |
| Employer EIN | 231352635 |
| Plan Effective Date | 1943-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Franklin and Marshall College)
Sponsor-wide plan assets over time
All Franklin and Marshall College plans reported in each filing year
- Latest sponsor-wide plan assets
- $365M 16.534458115362526% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 774 | $313M |
| 2023 | 1 | 737 | $338M |
| 2024 | 1 | 715 | $365M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Franklin and Marshall College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is University of San Francisco Voluntary Retirement Plan in CA ($339M); by covered participants it is 403(b) Thrift Plan of the Arc Baltimore, Inc. in MD (737 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($338M here).
- University of San Francisco Voluntary Retirement Plan (CA) $339M · 1,726
- Monmouth University Defined Contribution Retirement Plan (NJ) $337M · 907
- Swedishamerican 403(b) Incentivesaver Plan (IL) $340M · 3,254
- Roger Williams University Retirement Plan (RI) $336M · 2,740
Similar participant headcount
Nearest other-state filings by covered participants (737 participants); asset peers above are excluded.
- 403(b) Thrift Plan of the Arc Baltimore, Inc. (MD) 737 · 0 off
- Goodwill Industries, Inc. Omaha Retirement Plan (NE) 738 · 1 off
- Mainehealth Legacy 403(b) Retirement Plan (ME) 736 · 1 off
- Greater Lawrence Family Health Center 403(b) Plan (MA) 738 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.