Profit Sharing · DOL Form 5500 · 2023

Franklin Road Academy Profit Sharing Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
190
Participants Below avg headcount
76th
Percentile by assets National rank
$125,366
Avg per participant Near avg balance/head
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Official DOL plan name: Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy · Sponsored by Franklin Road Academy · Tennessee · Educational Services

$24M in assets, 190 participants

Franklin Road Academy's Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy reported $24M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,227 in Educational Services (3,735 peers)

Coverage in Tennessee

Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy covers 190 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $24M.

#2,227
in Educational Services (3,735 peers)
+18.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy's outsized position by total assets

Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy vs every filed plan by assets

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

$23,819,633 Top 24% higher than 76% 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

Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy 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. Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy reported participants rose from 185 in the plan year 2022 filing to 190 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 621138075 · Franklin Road Academy PY 2023 · Profit Sharing

Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy · $24M · 190 · 76th

  • NET $24M
  • NET 190
  • NET 76th
  • NET Profit Sharing
  • NET near Auto Investment, Inc. 401(k) Plan
  • NET ind #2227

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 Tennessee →

Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy in the asset neighbourhood

Auto Investment, Inc. 401(k) PlanAuto Investment, Inc. 401(k)…$24MThe Toledo Zoological Society Employees Retirement PlanThe Toledo Zoological Societ…$24MTiaa-Cref Retirement Plan for Employees of Franklin Road AcademyTiaa-Cref Retirement Plan fo…$24MThe Scripps Research Institute Employee Retirement PlanThe Scripps Research Institu…$24MMidwest Irrigation Company Profit Sharing PlanMidwest Irrigation Company P…$24M
End-of-year total assets ($M) among Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN621138075
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Franklin Road Academy)

Sponsor-wide plan assets over time

All Franklin Road Academy plans reported in each filing year

Latest sponsor-wide plan assets
$27M 35.76861422617299% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.1M $27.3M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 185 $20M
2023 1 190 $24M
2024 1 192 $27M

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0100200300400500600 Total assets ($M) Participants Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy, Total assets ($M): 23.819633 · Participants: 190Tiaa-Cref Retirement Plan for Employees of Franklin Road AcademyBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy side-by-side with 3 peers →

Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Auto Investment, Inc. 401(k) Plan in AL ($24M); by covered participants it is Qsr Champs Cash or Deferred Arrangement Profit Sharing Retirement Plan in PR (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy assets move in 2023? ▼
Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy grew sharply - up 18.4% during 2023, from $20M to $24M. Reported net income was $4M.
How have Franklin Road Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franklin Road Academy's sponsor-wide assets grew 35.8%, from $20M to $27M.
Where does Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy rank by assets among Form 5500 filers? ▼
Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy? ▼
Among Profit Sharing plans in other states, the closest by assets is Auto Investment, Inc. 401(k) Plan in AL ($24M, 392 participants).
Which Profit Sharing plans cover a similar participant headcount to Tiaa-Cref Retirement Plan for Employees of Franklin Road Academy? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Qsr Champs Cash or Deferred Arrangement Profit Sharing Retirement Plan in PR (190 participants, $5M 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 621138075.

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.