401(k) · DOL Form 5500 · 2024
Franchise Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 11,705
- Participants Very large workforce
- 93rd
- Percentile by assets National rank
- $12,756
- Avg per participant Low balance/head
Official DOL plan name: Franchise Group, Inc. 401(k) Plan · Sponsored by Franchise Group, Inc. · Ohio · Retail Trade
$149M in assets, 11,705 participants
Franchise Group, Inc.'s Franchise Group, Inc. 401(k) Plan reported $149M in total assets and 11,705 participants in its 2024 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.
- #7,721 in Retail Trade (8,048 peers)
Coverage in Ohio
Franchise Group, Inc. 401(k) Plan covers 11,705 participants in Ohio, 15x the typical Ohio plan (state average ~765 per filing). Assets: $149M.
- #7,721
- in Retail Trade (8,048 peers)
- -6.2%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Franchise Group, Inc. 401(k) Plan's outsized position by total assets
Franchise Group, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$149,311,230 Top 7% higher than 93% 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
Franchise Group, Inc. 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Franchise Group, Inc. 401(k) Plan is a mega filing (11,705 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Franchise Group, Inc. 401(k) Plan reported net income fell from $18M in the plan year 2023 filing to -$10M in the plan year 2024 filing.
- Franchise Group, Inc. 401(k) Plan reported participants fell from 12,555 in the plan year 2023 filing to 11,705 in the plan year 2024 filing.
- Franchise Group, Inc. 401(k) Plan end-of-year assets fell from $159M in the plan year 2023 filing to $149M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 273561876 · Franchise Group, Inc. PY 2024 · 401(k)
Franchise Group, Inc. 401(k) Plan · $149M · 11,705 · 93rd
- BOOK $149M
- VS-ST 11,705
- BOY 93rd
- SCH 401(k)
- EBSA near Marketaxess Corporation 401(k) Profit Sharing Plan
- PART ind #7721
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 Retail Trade retirement plans → · Plans in Ohio →
Franchise Group, Inc. 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $159M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | -$10M |
| Employer EIN | 273561876 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Franchise Group, Inc.)
Sponsor-wide plan assets over time
All Franchise Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $149M 6.139232883041116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,535 | $141M |
| 2023 | 1 | 12,555 | $159M |
| 2024 | 1 | 11,705 | $149M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Scale composition for Franchise Group, Inc. 401(k) Plan
Franchise Group, Inc. 401(k) Plan reports $149M in end-of-year assets across 11,705 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $12,756 per participant (9% of the national average assets-per-participant) . Net income for plan year 2024 was -$10M.
This plan identity (EIN 273561876, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $141M to $149M (+6.1%) while covered participants moved from 6,535 to 11,705 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,535 | $141M | Open filing |
| 2023 | 12,555 | $159M | Open filing |
| 2024 · index core | 11,705 | $149M | This page |
Franchise Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Marketaxess Corporation 401(k) Profit Sharing Plan in NY ($149M); by covered participants it is Transform 401(k) Savings Plan in IL (11,711 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- Marketaxess Corporation 401(k) Profit Sharing Plan (NY) $149M · 512
- Leydig, Voit & Mayer, Ltd. 401(k) and Profit Sharing Plan (IL) $149M · 162
- World Retirement Plan (NJ) $149M · 2,415
- Davis+Gilbert LLP Profit Sharing Retirement Plan (NY) $149M · 133
Similar participant headcount
Nearest other-state filings by covered participants (11,705 participants); asset peers above are excluded.
- Transform 401(k) Savings Plan (IL) 11,711 · 6 off
- Erickson Community 401(k) Plan (MD) 11,730 · 25 off
- Coca-Cola Southwest Beverages 401(k) Plan (TX) 11,677 · 28 off
- The Daikin 401(k) Plan (TX) 11,674 · 31 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.