401(k) · DOL Form 5500 · 2023

Franklin Bookkeeping Services, I 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
453
Participants Below avg headcount
41st
Percentile by assets National rank
$9,289
Avg per participant Low balance/head
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Official DOL plan name: Franklin Bookkeeping Services, Inc. 401(k) Plan · Sponsored by Franklin Bookkeeping Services, I · Louisiana · Other Services

$4M in assets, 453 participants

Franklin Bookkeeping Services, I's Franklin Bookkeeping Services, Inc. 401(k) Plan reported $4M in total assets and 453 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #5,013 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Franklin Bookkeeping Services, Inc. 401(k) Plan ranks #5,013 of 7,857 2023 filers by assets (477% of the sector average)-$4M for 453 participants.

#5,013
in Other Services (7,857 peers)
+11.9%
assets growth YoY

Franklin Bookkeeping Services, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Franklin Bookkeeping Services, Inc. 401(k) Plan vs every filed plan by assets

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

$4,207,799 41st percentile higher than 41% 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 Bookkeeping Services, Inc. 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 Bookkeeping Services, Inc. 401(k) Plan sits mid-pack in the medium band (453 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Franklin Bookkeeping Services, Inc. 401(k) Plan reported net income rose from -$543K in the plan year 2022 filing to $447K in the plan year 2023 filing.
  • Franklin Bookkeeping Services, Inc. 401(k) Plan reported participants rose from 320 in the plan year 2022 filing to 453 in the plan year 2023 filing.
  • Franklin Bookkeeping Services, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161644730 · Franklin Bookkeeping Services, I PY 2023 · 401(k)

Franklin Bookkeeping Services, Inc. 401(k) Plan · $4M · 453 · 41st

  • SCH $4M
  • SCH 453
  • SCH 41st
  • SCH 401(k)
  • SCH near Caviness & Cates Building and Development 401(k)
  • SCH ind #5013

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 Other Services retirement plans → · Plans in Louisiana →

Franklin Bookkeeping Services, Inc. 401(k) Plan in the asset neighbourhood

Franklin Bookkeeping Services, Inc. 401(k) PlanFranklin Bookkeeping Service…$4MCaviness & Cates Building and Development 401(k)Caviness & Cates Building an…$4MLeiszler Oil Company, Inc. Profit Sharing TrustLeiszler Oil Company, Inc. P…$4M919 Marketing 401(k) Plan$4MDino Hospitality, LLC 401(k) PlanDino Hospitality, LLC 401(k)…$4M
End-of-year total assets ($M) among Franklin Bookkeeping Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$447K
Employer EIN161644730
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Franklin Bookkeeping Services, I)

Sponsor-wide plan assets over time

All Franklin Bookkeeping Services, I plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.972209800242155% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.76M $4.47M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 320 $4M
2023 1 453 $4M
2024 1 474 $4M

Nearby 401(k) Plans in Louisiana

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

Franklin Bookkeeping Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Franklin Bookkeeping Services, Inc. 401(k) Plan, Total assets ($B): 0.004207799 · Participants: 453Franklin Bookkeeping Services, Inc. 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Franklin Bookkeeping Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Franklin Bookkeeping Services, Inc. 401(k) Plan side-by-side with 3 peers →

Franklin Bookkeeping Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Caviness & Cates Building and Development 401(k) in NC ($4M); by covered participants it is American Car Center/American Financial 401(k) Plan in DE (453 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (453 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 Bookkeeping Services, Inc. 401(k) Plan assets move in 2023? ▼
Franklin Bookkeeping Services, Inc. 401(k) Plan grew at a solid clip - up 11.9% during 2023, from $4M to $4M. Reported net income was $447K.
How have Franklin Bookkeeping Services, I plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franklin Bookkeeping Services, I's sponsor-wide assets grew 19.0%, from $4M to $4M.
Which 401(k) plans are similar in size to Franklin Bookkeeping Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caviness & Cates Building and Development 401(k) in NC ($4M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Franklin Bookkeeping Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Car Center/American Financial 401(k) Plan in DE (453 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 161644730.

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.