401(k) · DOL Form 5500 · 2023
Fs Investments 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 392
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $160,270
- Avg per participant Above avg balance/head
Official DOL plan name: Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust · Sponsored by Fs Investments · Pennsylvania · Professional & Technical Services
$63M in assets, 392 participants
Fs Investments's Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust reported $63M in total assets and 392 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #18,076 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust covers 392 participants in Pennsylvania, about 48% of the average Pennsylvania filer (state average ~822 per filing). Assets: $63M.
- #18,076
- in Professional & Technical Services (20,321 peers)
- +41.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$62,825,802 Top 12% higher than 88% 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 Square Holdings L.P. 401(k) Profit Sharing Plan and Trust 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 Square Holdings L.P. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (392 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $45M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust reported participants rose from 350 in the plan year 2022 filing to 392 in the plan year 2023 filing.
DOL schedule card
Filing strip 260196373 · Fs Investments PY 2023 · 401(k)
Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust · $63M · 392 · 88th
- SCH $63M
- SCH 392
- SCH 88th
- SCH 401(k)
- SCH near Maxlinear, Inc. 401(k) Profit Sharing Plan
- SCH ind #18076
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $18M |
| Employer EIN | 260196373 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fs Investments)
Sponsor-wide plan assets over time
All Fs Investments plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 84.01492252423763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 350 | $45M |
| 2023 | 1 | 392 | $63M |
| 2024 | 1 | 425 | $82M |
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 Square Holdings L.P. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Maxlinear, Inc. 401(k) Profit Sharing Plan in CA ($63M); by covered participants it is Heska Corporation 401(k) Plan in CO (392 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Maxlinear, Inc. 401(k) Profit Sharing Plan (CA) $63M · 447
- Weathertech Direct, LLC 401(k) Plan (IL) $63M · 1,243
- Ua Local 190 Defined Contribution Plan (MI) $63M · 1,205
- Emery Oleochemicals Investment Plan (OH) $63M · 291
Similar participant headcount
Nearest other-state filings by covered participants (392 participants); asset peers above are excluded.
- Heska Corporation 401(k) Plan (CO) 392 · 0 off
- Agios Pharmaceuticals 401(k) Plan (MA) 392 · 0 off
- Laramar Consolidated Group 401(k) Plan (CO) 392 · 0 off
- Citizen Watch America 401(k) and Profit Sharing Plan (CA) 392 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.