Defined Benefit (Pension) · DOL Form 5500 · 2024
Francke & Associates, Inc. Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $728,401
- Avg per participant High balance/head
Official DOL plan name: Francke & Associates, Inc. Defined Benefit Pension Plan · Sponsored by Francke & Associates, Inc. · California · Administrative & Support Services
$1M in assets, 2 participants
Francke & Associates, Inc.'s Francke & Associates, Inc. Defined Benefit Pension Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #2,196 in Administrative & Support Services (4,368 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Francke & Associates, Inc. Defined Benefit Pension Plan ranks #2,196 of 4,368 2024 filers by assets (1981% of the sector average)-$1M for 2 participants.
- #2,196
- in Administrative & Support Services (4,368 peers)
- +34.5%
- assets growth YoY
Francke & Associates, Inc. Defined Benefit Pension Plan among the smaller filed plans by assets
Francke & Associates, Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,456,802 26th percentile higher than 26% 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
Francke & Associates, Inc. Defined Benefit Pension Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Francke & Associates, Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Francke & Associates, Inc. Defined Benefit Pension Plan reported net income rose from $129K in the plan year 2023 filing to $374K in the plan year 2024 filing.
- Francke & Associates, Inc. Defined Benefit Pension Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 261853421 · Francke & Associates, Inc. PY 2024 · Defined Benefit (Pension)
Francke & Associates, Inc. Defined Benefit Pension Plan · $1M · 2 · 26th
- PCT $1M
- EIN 2
- RANK 26th
- PHOTO Defined Benefit (Pension)
- IND near A.W. & S. Construction Co., Inc. Cash Balance Plan
- EOY ind #2196
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 Administrative & Support Services retirement plans → · Plans in California →
Francke & Associates, Inc. Defined Benefit Pension Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $374K |
| Employer EIN | 261853421 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Francke & Associates, Inc.)
Sponsor-wide plan assets over time
All Francke & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 43.57371822630519% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $2M |
| 2023 | 2 | 4 | $2M |
| 2024 | 2 | 4 | $3M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $34.5B · 135,057
- Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
- Western States Carpenters Pension Plan $11.3B · 48,582
- Ilwu-Pma Pension Plan $10.8B · 15,833
Francke & Associates, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is A.W. & S. Construction Co., Inc. Cash Balance Plan in NY ($1M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Avh Enterprises, Inc. Retirement Plan (VA) 2 · 0 off
- Tres Rios Retirement Plan Trust (PR) 2 · 0 off
- Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
- Marriagemax, Inc. Defined Benefit Plan & Trust (MD) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.