401(k) · DOL Form 5500 · 2023
Franklin Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 774
- Participants Near avg headcount
- 67th
- Percentile by assets National rank
- $19,345
- Avg per participant Low balance/head
Official DOL plan name: Don Franklin Auto 401(k) Plan · Sponsored by Franklin Management, Inc. · Kentucky · Retail Trade
$15M in assets, 774 participants
Franklin Management, Inc.'s Don Franklin Auto 401(k) Plan reported $15M in total assets and 774 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #6,545 in Retail Trade (8,414 peers)
Franklin Management, Inc. multi-year trail
Franklin Management, Inc.'s plans moved +61.7% in assets from 2022 to 2024; this filing shows Don Franklin Auto 401(k) Plan at $15M / 774 participants.
- #6,545
- in Retail Trade (8,414 peers)
- +29.8%
- assets growth YoY
Don Franklin Auto 401(k) Plan's outsized position by total assets
Don Franklin Auto 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,972,964 Top 33% higher than 67% 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
Don Franklin Auto 401(k) 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. Don Franklin Auto 401(k) Plan sits mid-pack in the medium band (774 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Don Franklin Auto 401(k) Plan reported net income rose from -$337K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Don Franklin Auto 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Don Franklin Auto 401(k) Plan reported participants rose from 732 in the plan year 2022 filing to 774 in the plan year 2023 filing.
DOL schedule card
Filing strip 460811690 · Franklin Management, Inc. PY 2023 · 401(k)
Don Franklin Auto 401(k) Plan · $15M · 774 · 67th
- EBSA $15M
- EBSA 774
- EBSA 67th
- EBSA 401(k)
- EBSA near Inspire11 401(k) Plan
- EBSA ind #6545
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 Retail Trade retirement plans → · Plans in Kentucky →
Don Franklin Auto 401(k) Plan in the asset neighbourhood
Franklin Management, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Franklin Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 61.69747736395419% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 732 | $12M |
| 2023 | 1 | 774 | $15M |
| 2024 | 1 | 778 | $19M |
Franklin Management, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 460811690 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Don Franklin Auto 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Inspire11 401(k) Plan in IL ($15M); by covered participants it is Milbank Companies 401(k) Profit Sharing Retirement Plan in MO (774 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Inspire11 401(k) Plan (IL) $15M · 255
- Northeast Community Bank Employees' Savings & Profit Sharing Plan and Trust (NY) $15M · 134
- Fishtech Group 401(k) Plan (MO) $15M · 415
- Meadows & Ohly, LLC 401(k) Profit Sharing Plan (GA) $15M · 128
Similar participant headcount
Nearest other-state filings by covered participants (774 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.