401(k) · DOL Form 5500 · 2023

Chestnut Hill South LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
166
Participants Small participant base
67th
Percentile by assets National rank
$88,179
Avg per participant Below avg balance/head
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Official DOL plan name: Franklin Enterprises 401(k) Plan · Sponsored by Chestnut Hill South LLC · Connecticut · Real Estate

$15M in assets, 166 participants

Chestnut Hill South LLC's Franklin Enterprises 401(k) Plan reported $15M in total assets and 166 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.

  • #3,886 in Real Estate (4,727 peers)

Coverage in Connecticut

Franklin Enterprises 401(k) Plan covers 166 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $15M.

#3,886
in Real Estate (4,727 peers)
+22.1%
assets growth YoY

Franklin Enterprises 401(k) Plan's outsized position by total assets

Franklin Enterprises 401(k) Plan vs every filed plan by assets

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

$14,637,677 Top 33% higher than 67% 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 Enterprises 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 Enterprises 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Franklin Enterprises 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Franklin Enterprises 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Franklin Enterprises 401(k) Plan reported participants rose from 162 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060886642 · Chestnut Hill South LLC PY 2023 · 401(k)

Franklin Enterprises 401(k) Plan · $15M · 166 · 67th

  • BOOK $15M
  • VS-ST 166
  • BOY 67th
  • SCH 401(k)
  • EBSA near Skyline Windows, LLC 401(k) Plan
  • PART ind #3886

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 Real Estate retirement plans → · Plans in Connecticut →

Franklin Enterprises 401(k) Plan in the asset neighbourhood

Franklin Enterprises 401(k) PlanFranklin Enterprises 401(k) …$15MSkyline Windows, LLC 401(k) PlanSkyline Windows, LLC 401(k) …$15MFuture Technologies, Inc. 401(k) Retirement Savings PlanFuture Technologies, Inc. 40…$15MCss Farms, LLC 401(k) Plan$15MCentral Coast Pediatric Dental Group Profit Sharing 401(k) PlanCentral Coast Pediatric Dent…$15M
End-of-year total assets ($M) among Franklin Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN060886642
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chestnut Hill South LLC)

Sponsor-wide plan assets over time

All Chestnut Hill South LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 41.683646175201176% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12M $17M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 162 $12M
2023 1 166 $15M
2024 1 212 $17M

Nearby 401(k) Plans in Connecticut

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

Franklin Enterprises 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Franklin Enterprises 401(k) Plan, Total assets ($B): 0.014637677 · Participants: 166Franklin Enterprises 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Franklin Enterprises 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Franklin Enterprises 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Skyline Windows, LLC 401(k) Plan in NY ($15M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Enterprises 401(k) Plan assets move in 2023? ▼
Franklin Enterprises 401(k) Plan grew sharply - up 22.1% during 2023, from $12M to $15M. Reported net income was $3M.
How have Chestnut Hill South LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chestnut Hill South LLC's sponsor-wide assets grew 41.7%, from $12M to $17M.
Which 401(k) plans are similar in size to Franklin Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skyline Windows, LLC 401(k) Plan in NY ($15M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Franklin Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (166 participants, $362K 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 060886642.

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.