401(k) · DOL Form 5500 · 2024
Franchise Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $149M
- Total assets
- 11,705
- Participants
- 93rd
- Percentile by assets
- $12,756
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $149M
- total plan assets (2024 EOY)
- 11,705
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $12,756
- avg assets per participant
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.
Where Franchise Group, Inc. 401(k) Plan sits 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
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Franchise Group, Inc. 401(k) Plan reports 11,705 participants - 15x that state average ($149M EOY assets).
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.)
| 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.
Franchise Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- 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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Franchise Group, Inc. 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Next read for Franchise Group, Inc. 401(k) Plan
Filing takeaways
Ways to act on Franchise Group, Inc. 401(k) Plan's numbers.
- By total assets, Franchise Group, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Franchise Group, Inc.'s sponsor-wide assets have grown 6.1% since 2022 across 3 plan years on file. More Retail Trade plans