Other · DOL Form 5500 · 2024
Franklin College of Indiana Retirement Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 266
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $229,799
- Avg per participant Above avg balance/head
Official DOL plan name: Franklin College 403(b) Retirement and Tax Deferred Annuity Plan · Sponsored by Franklin College of Indiana · Indiana · Educational Services
$61M in assets, 266 participants
Franklin College of Indiana's Franklin College 403(b) Retirement and Tax Deferred Annuity Plan reported $61M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #2,742 in Educational Services (3,638 peers)
Coverage in Indiana
Franklin College 403(b) Retirement and Tax Deferred Annuity Plan covers 266 participants in Indiana, about 49% of the average Indiana filer (state average ~541 per filing). Assets: $61M.
- #2,742
- in Educational Services (3,638 peers)
- +3.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Franklin College 403(b) Retirement and Tax Deferred Annuity Plan's outsized position by total assets
Franklin College 403(b) Retirement and Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,126,516 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Franklin College 403(b) Retirement and Tax Deferred Annuity Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Franklin College 403(b) Retirement and Tax Deferred Annuity Plan sits mid-pack in the medium band (266 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Franklin College 403(b) Retirement and Tax Deferred Annuity Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Franklin College 403(b) Retirement and Tax Deferred Annuity Plan end-of-year assets rose from $59M in the plan year 2023 filing to $61M in the plan year 2024 filing.
- Franklin College 403(b) Retirement and Tax Deferred Annuity Plan reported participants fell from 274 in the plan year 2023 filing to 266 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 350868086 · Franklin College of Indiana PY 2024 · Other
Franklin College 403(b) Retirement and Tax Deferred Annuity Plan · $61M · 266 · 86th
- 5500 $61M
- 5500 266
- 5500 86th
- 5500 Other
- 5500 near Norfolk Academy Pre-Tax Savings and Retirement Plan
- 5500 ind #2742
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 Educational Services retirement plans → · Plans in Indiana →
Franklin College 403(b) Retirement and Tax Deferred Annuity Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $2M |
| Employer EIN | 350868086 |
| Plan Effective Date | 1947-07-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Franklin College of Indiana)
Sponsor-wide plan assets over time
All Franklin College of Indiana plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 14.47625047992217% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 272 | $53M |
| 2023 | 1 | 274 | $59M |
| 2024 | 1 | 266 | $61M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $928M · 16,191
- Beacon Retirement Savings 403(b) Plan $695M · 7,707
- Ici Multiple Employer Plan $481M · 2,722
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $440M · 7,792
- Butler University Retirement Plan $373M · 3,285
Franklin College 403(b) Retirement and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Norfolk Academy Pre-Tax Savings and Retirement Plan in VA ($61M); by covered participants it is Shattuck-St. Mary's School DC Plan in MN (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- Shattuck-St. Mary's School DC Plan (MN) 266 · 0 off
- Ntsoc 403(b) Retirement Plan (CO) 266 · 0 off
- Vna of Texas 403(b) Retirement Plan (TX) 266 · 0 off
- University School of Milwaukee Defined Contribution Retirement Plan (WI) 266 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.