401(k) · DOL Form 5500 · 2023
The Franklin Investment Corporation Dba Franklin Industries 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $25,199
- Avg per participant Low balance/head
Official DOL plan name: Franklin Industries Employees Retirement Plan · Sponsored by The Franklin Investment Corporation Dba Franklin Industries · Pennsylvania · Manufacturing
$3M in assets, 132 participants
The Franklin Investment Corporation Dba Franklin Industries's Franklin Industries Employees Retirement Plan reported $3M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #3,857 in Manufacturing (18,722 peers)
Coverage in Pennsylvania
Franklin Industries Employees Retirement Plan covers 132 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.
- #3,857
- in Manufacturing (18,722 peers)
- +8.9%
- assets growth YoY
Franklin Industries Employees Retirement Plan's mid-pack asset rank among Manufacturing and all filers
Franklin Industries Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,326,251 37th percentile higher than 37% 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 Industries Employees 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 Industries Employees Retirement Plan sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Franklin Industries Employees Retirement Plan reported net income rose from -$616K in the plan year 2022 filing to $271K in the plan year 2023 filing.
- Franklin Industries Employees Retirement Plan reported participants rose from 101 in the plan year 2022 filing to 132 in the plan year 2023 filing.
- Franklin Industries Employees Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 412051057 · The Franklin Investment Corporation Dba Franklin Industries PY 2023 · 401(k)
Franklin Industries Employees Retirement Plan · $3M · 132 · 37th
- EBSA $3M
- EBSA 132
- EBSA 37th
- EBSA 401(k)
- EBSA near Cordillera Ranch Club Management 401(k) Profit Sharing Plan
- EBSA ind #3857
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 Manufacturing retirement plans → · Plans in Pennsylvania →
Franklin Industries Employees Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $271K |
| Employer EIN | 412051057 |
| Plan Effective Date | 2013-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Franklin Investment Corporation Dba Franklin Industries)
Sponsor-wide plan assets over time
All The Franklin Investment Corporation Dba Franklin Industries plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 17.19106147153048% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 101 | $3M |
| 2023 | 1 | 132 | $3M |
| 2024 | 1 | 122 | $4M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Franklin Industries Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Cordillera Ranch Club Management 401(k) Profit Sharing Plan in TX ($3M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Revision Military 401(k) Retirement Plan (VT) 132 · 0 off
- Advance Business Systems & Supply Company 401(k) Plan and Trust (MD) 132 · 0 off
- Lres Corporation Employee 401(k) Plan (CA) 132 · 0 off
- Treeline Biosciences 401(k) Plan (MA) 132 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.