ESOP · DOL Form 5500 · 2023

Franklin Insurance Agency Inc. ESOP

Data updated 2026-08-25

$392K
Total assets Small plan by assets
17
Participants Small participant base
16th
Percentile by assets National rank
$23,067
Avg per participant Low balance/head
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Official DOL plan name: Franklin Insurance Agency, Inc. Employee Stock Ownership Plan · Sponsored by Franklin Insurance Agency Inc. · Pennsylvania · Finance & Insurance

$392K in assets, 17 participants

Franklin Insurance Agency Inc.'s Franklin Insurance Agency, Inc. Employee Stock Ownership Plan reported $392K in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #833 in Finance & Insurance (8,869 peers)

Franklin Insurance Agency Inc. multi-year trail

Franklin Insurance Agency Inc.'s plans moved +85.7% in assets from 2022 to 2024; this filing shows Franklin Insurance Agency, Inc. Employee Stock Ownership Plan at $392K / 17 participants.

#833
in Finance & Insurance (8,869 peers)
-19.2%
assets change YoY

The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Franklin Insurance Agency, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Franklin Insurance Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$392,139 16th percentile higher than 16% 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 Insurance Agency, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Franklin Insurance Agency, Inc. Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Franklin Insurance Agency, Inc. Employee Stock Ownership Plan reported net income rose from -$351K in the plan year 2022 filing to -$53K in the plan year 2023 filing.
  • Franklin Insurance Agency, Inc. Employee Stock Ownership Plan end-of-year assets fell from $485K in the plan year 2022 filing to $392K in the plan year 2023 filing.
  • Franklin Insurance Agency, Inc. Employee Stock Ownership Plan reported participants fell from 18 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251648148 · Franklin Insurance Agency Inc. PY 2023 · ESOP

Franklin Insurance Agency, Inc. Employee Stock Ownership Plan · $392K · 17 · 16th

  • EBSA $392K
  • EBSA 17
  • EBSA 16th
  • EBSA ESOP
  • EBSA near International Holding Partners, Inc. Employee Stock Ownership Plan
  • EBSA ind #833

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 What is an ESOP? → · Plans in Pennsylvania →

Franklin Insurance Agency, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Franklin Insurance Agency, Inc. Employee Stock Ownership PlanFranklin Insurance Agency, I…$392KInternational Holding Partners, Inc. Employee Stock Ownership PlanInternational Holding Partne…$393KAlaska Auto Employee Plan$391KOlogie, Inc. Employee Stock Ownership PlanOlogie, Inc. Employee Stock …$390KDonnelly Service Group, Inc. Employee Stock Ownership PlanDonnelly Service Group, Inc.…$388K
End-of-year total assets ($M) among Franklin Insurance Agency, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Franklin Insurance Agency Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Franklin Insurance Agency Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$901K 85.74862049845508% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.49M $0.9M ▲ +83.7%
Year Plans Participants Total Assets
2022 1 18 $485K
2023 1 17 $392K
2024 1 17 $901K

Franklin Insurance Agency Inc. filing trail (2023)

Total Assets (Beginning of Year)$485K
Net Assets (End of Year)$63K
Net Income-$53K
Employer EIN251648148
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

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

Franklin Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Franklin Insurance Agency, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000392139 · Participants: 17Franklin Insurance Agency, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Franklin Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Franklin Insurance Agency, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Franklin Insurance Agency, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is International Holding Partners, Inc. Employee Stock Ownership Plan in TX ($393K); by covered participants it is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Insurance Agency, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Franklin Insurance Agency, Inc. Employee Stock Ownership Plan declined sharply - down 19.2% during 2023, from $485K to $392K. Reported net income was -$53K.
How have Franklin Insurance Agency Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franklin Insurance Agency Inc.'s sponsor-wide assets grew 85.7%, from $485K to $901K.
Where does Franklin Insurance Agency, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Franklin Insurance Agency, Inc. Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Franklin Insurance Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is International Holding Partners, Inc. Employee Stock Ownership Plan in TX ($393K, 117 participants).
Which ESOP plans cover a similar participant headcount to Franklin Insurance Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is New England Natural Bakers, Inc. Employee Stock Ownership Plan in MA (17 participants, N/A 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 251648148.

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.