Other · DOL Form 5500 · 2023

Franklin University Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
226
Participants Below avg headcount
70th
Percentile by assets National rank
$75,728
Avg per participant Below avg balance/head
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Official DOL plan name: Franklin University Tax Deferred Annuity Plan · Sponsored by Franklin University · Ohio · Educational Services

$17M in assets, 226 participants

Franklin University's Franklin University Tax Deferred Annuity Plan reported $17M in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,955 in Educational Services (3,735 peers)

Coverage in Ohio

Franklin University Tax Deferred Annuity Plan covers 226 participants in Ohio, about 30% of the average Ohio filer (state average ~765 per filing). Assets: $17M.

#1,955
in Educational Services (3,735 peers)
+17.0%
assets growth YoY

Franklin University Tax Deferred Annuity Plan's outsized position by total assets

Franklin University Tax Deferred Annuity Plan vs every filed plan by assets

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

$17,114,540 Top 30% higher than 70% 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

Franklin University Tax Deferred Annuity 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 Tax Deferred Annuity Plan sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Franklin University Tax Deferred Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Franklin University Tax Deferred Annuity Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Franklin University Tax Deferred Annuity Plan reported participants rose from 216 in the plan year 2022 filing to 226 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310707369 · Franklin University PY 2023 · Other

Franklin University Tax Deferred Annuity Plan · $17M · 226 · 70th

  • SCH $17M
  • EBSA 226
  • PART 70th
  • TYPE Other
  • NET near Breaking Ground 403(b) Plan
  • BOOK ind #1955

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 Tax Deferred Annuity Plan in the asset neighbourhood

Breaking Ground 403(b) Plan$17MFranklin University Tax Deferred Annuity PlanFranklin University Tax Defe…$17MAgri-King, Inc. Employee Stock Ownership PlanAgri-King, Inc. Employee Sto…$17MCornerstone Montgomery, Inc. 403(b) Retirement PlanCornerstone Montgomery, Inc.…$17MKkv Retirement Plan$17M
End-of-year total assets ($M) among Franklin University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN310707369
Plan Effective Date1969-09-01
Filing StatusFILING 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
$100M$110M$120M$130M$140M 202220232024 $104M $133M ▲ +28.9%
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.

Franklin University Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Franklin University Tax Deferred Annuity Plan, Total assets ($B): 0.01711454 · Participants: 226Franklin University Tax Deferred Annuity PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Franklin University Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Franklin University Tax Deferred Annuity Plan side-by-side with 3 peers →

Franklin University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Breaking Ground 403(b) Plan in NY ($17M); by covered participants it is 403(b) Thrift Plan for the Virginia Home Richmond, Virginia in VA (226 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Franklin University Tax Deferred Annuity Plan assets move in 2023? ▼
Franklin University Tax Deferred Annuity Plan grew sharply - up 17.0% during 2023, from $15M to $17M. Reported net income was $2M.
How have Franklin University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franklin University's sponsor-wide assets grew 28.9%, from $104M to $133M.
Which Other plans are similar in size to Franklin University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Breaking Ground 403(b) Plan in NY ($17M, 680 participants).
Which Other plans cover a similar participant headcount to Franklin University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for the Virginia Home Richmond, Virginia in VA (226 participants, $9M 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 310707369.

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.