Other · DOL Form 5500 · 2023
Franklin University Retirement Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 521
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $195,732
- Avg per participant Above avg balance/head
Official DOL plan name: Franklin University Defined Contribution Retirement Plan · Sponsored by Franklin University · Ohio · Educational Services
$102M in assets, 521 participants
Franklin University's Franklin University Defined Contribution Retirement Plan reported $102M in total assets and 521 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #3,179 in Educational Services (3,735 peers)
Where Franklin University Defined Contribution Retirement Plan sits by assets
Franklin University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $102M for 521 participants (~$195,732/participant), up 14.7% in 2023.
- #3,179
- in Educational Services (3,735 peers)
- +14.7%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Franklin University Defined Contribution Retirement Plan's outsized position by total assets
Franklin University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$101,976,489 Top 9% higher than 91% 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 University Defined Contribution 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 University Defined Contribution Retirement Plan sits mid-pack in the medium band (521 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Franklin University Defined Contribution Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Franklin University Defined Contribution Retirement Plan end-of-year assets rose from $89M in the plan year 2022 filing to $102M in the plan year 2023 filing.
- Franklin University Defined Contribution Retirement Plan reported participants fell from 542 in the plan year 2022 filing to 521 in the plan year 2023 filing.
DOL schedule card
Filing strip 310707369 · Franklin University PY 2023 · Other
Franklin University Defined Contribution Retirement Plan · $102M · 521 · 91st
- 5500 $102M
- ASSETS 521
- PCT 91st
- EIN Other
- RANK near Tax Deferred Annuity Plan for Employees of Mriglobal
- PHOTO ind #3179
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 Ohio →
Franklin University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $13M |
| Employer EIN | 310707369 |
| Plan Effective Date | 1968-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Franklin University)
Sponsor-wide plan assets over time
All Franklin University plans reported in each filing year
- Latest sponsor-wide plan assets
- $133M 28.914131334440423% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 758 | $104M |
| 2023 | 2 | 747 | $119M |
| 2024 | 2 | 770 | $133M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Franklin University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Tax Deferred Annuity Plan for Employees of Mriglobal in MO ($102M); by covered participants it is Lynn University Defined Contribution Retirement Plan in FL (521 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- Tax Deferred Annuity Plan for Employees of Mriglobal (MO) $102M · 418
- Evertec Group, LLC Savings & Investment Plan Savings and Investment Plan (PR) $102M · 1,314
- Des Moines University Defined Contribution 403(b) Plan (IA) $102M · 320
- Luminis Health Retirement Plan (Employer Contributions) (MD) $102M · 5,951
Similar participant headcount
Nearest other-state filings by covered participants (521 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.