401(k) · DOL Form 5500 · 2023

Franklin Covey Co. 401(k) Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
828
Participants Near avg headcount
93rd
Percentile by assets National rank
$151,059
Avg per participant Above avg balance/head
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Official DOL plan name: Franklin Covey Co. 401(k) Plan · Sponsored by Franklin Covey Co. · Utah · Professional & Technical Services

$125M in assets, 828 participants

Franklin Covey Co.'s Franklin Covey Co. 401(k) Plan reported $125M in total assets and 828 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,070 in Professional & Technical Services (20,321 peers)

Where Franklin Covey Co. 401(k) Plan sits by assets

Franklin Covey Co. 401(k) Plan sits in the top 10% of all filed plans by assets, $125M for 828 participants (~$151,059/participant), up 15.7% in 2023.

#19,070
in Professional & Technical Services (20,321 peers)
+15.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Franklin Covey Co. 401(k) Plan's outsized position by total assets

Franklin Covey Co. 401(k) Plan vs every filed plan by assets

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

$125,076,757 Top 7% higher than 93% 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 Covey Co. 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. Franklin Covey Co. 401(k) Plan sits mid-pack in the medium band (828 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Franklin Covey Co. 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Franklin Covey Co. 401(k) Plan end-of-year assets rose from $108M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Franklin Covey Co. 401(k) Plan reported participants rose from 755 in the plan year 2022 filing to 828 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870401551 · Franklin Covey Co. PY 2023 · 401(k)

Franklin Covey Co. 401(k) Plan · $125M · 828 · 93rd

  • 5500 $125M
  • 5500 828
  • 5500 93rd
  • 5500 401(k)
  • 5500 near Edw. C. Levy Co. Capital Accumulation Plan
  • 5500 ind #19070

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 Utah →

Franklin Covey Co. 401(k) Plan in the asset neighbourhood

Franklin Covey Co. 401(k) PlanFranklin Covey Co. 401(k) Pl…$125MEdw. C. Levy Co. Capital Accumulation PlanEdw. C. Levy Co. Capital Acc…$125MA. Duda & Sons, Inc. Retirement and Savings PlanA. Duda & Sons, Inc. Retirem…$125MHawthorn Medical Associates, LLC Profit Sharing PlanHawthorn Medical Associates,…$125MLewis Rice Profit Sharing PlanLewis Rice Profit Sharing Pl…$125M
End-of-year total assets ($M) among Franklin Covey Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$125M
Net Income$17M
Employer EIN870401551
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Franklin Covey Co.)

Sponsor-wide plan assets over time

All Franklin Covey Co. plans reported in each filing year

Latest sponsor-wide plan assets
$139M 28.95529301471352% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $108M $139M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 755 $108M
2023 1 828 $125M
2024 1 904 $139M

Nearby 401(k) Plans in Utah

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Franklin Covey Co. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Franklin Covey Co. 401(k) Plan, Total assets ($B): 0.125076757 · Participants: 828Franklin Covey Co. 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Franklin Covey Co. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Franklin Covey Co. 401(k) Plan side-by-side with 3 peers →

Franklin Covey Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Edw. C. Levy Co. Capital Accumulation Plan in MI ($125M); by covered participants it is Avi Systems, Inc. Employee Stock Ownership Plan in KS (828 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($125M here).

Similar participant headcount

Nearest other-state filings by covered participants (828 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 Covey Co. 401(k) Plan assets move in 2023? ▼
Franklin Covey Co. 401(k) Plan grew sharply - up 15.7% during 2023, from $108M to $125M. Reported net income was $17M.
How have Franklin Covey Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franklin Covey Co.'s sponsor-wide assets grew 29.0%, from $108M to $139M.
Where does Franklin Covey Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Franklin Covey Co. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Franklin Covey Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edw. C. Levy Co. Capital Accumulation Plan in MI ($125M, 1,062 participants).
Which 401(k) plans cover a similar participant headcount to Franklin Covey Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avi Systems, Inc. Employee Stock Ownership Plan in KS (828 participants, $325M 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 870401551.

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.