ESOP · DOL Form 5500 · 2024

The Franklin Group, Inc. ESOP

Data updated 2026-08-25

$90M
Total assets Below avg plan size
561
Participants Below avg headcount
90th
Percentile by assets National rank
$160,752
Avg per participant Above avg balance/head
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Official DOL plan name: The Franklin Group, Inc. Employee Stock Ownership Plan and Trust · Sponsored by The Franklin Group, Inc. · Idaho · Wholesale Trade

$90M in assets, 561 participants

The Franklin Group, Inc.'s The Franklin Group, Inc. Employee Stock Ownership Plan and Trust reported $90M in total assets and 561 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,553 in Wholesale Trade (6,080 peers)

Where The Franklin Group, Inc. Employee Stock Ownership Plan and Trust sits by assets

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust sits in the top 10% of all filed plans by assets, $90M for 561 participants (~$160,752/participant), up 3.3% in 2024.

#5,553
in Wholesale Trade (6,080 peers)
+3.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$90,181,679 Top 10% higher than 90% of 123,620 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 2024

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust 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. The Franklin Group, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (561 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Franklin Group, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$15M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Franklin Group, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 585 in the plan year 2023 filing to 561 in the plan year 2024 filing.
  • The Franklin Group, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $87M in the plan year 2023 filing to $90M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 261690029 · The Franklin Group, Inc. PY 2024 · ESOP

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust · $90M · 561 · 90th

  • EBSA $90M
  • PART 561
  • TYPE 90th
  • NET ESOP
  • BOOK near Cotterman Companies Employee Stock Ownership Plan
  • VS-ST ind #5553

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 What is an ESOP? → · Plans in Idaho →

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Brown and Caldwell Employee Stock Ownership PlanBrown and Caldwell Employee …$91MMajors Plastics, Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employ…$91MWeb Industries, Inc. Employee Stock Ownership PlanWeb Industries, Inc. Employe…$90MThe Franklin Group, Inc. Employee Stock Ownership Plan and TrustThe Franklin Group, Inc. Emp…$90MCotterman Companies Employee Stock Ownership PlanCotterman Companies Employee…$90M
End-of-year total assets ($M) among The Franklin Group, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$81M
Net Income$3M
Employer EIN261690029
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Franklin Group, Inc.)

Sponsor-wide plan assets over time

All The Franklin Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$108M 9.199849510558876% vs 2022
2024 filing year
$100M$105M$110M$115M$120M$125M 202220232024 $119M $108M ▼ -9.2%
Year Plans Participants Total Assets
2022 2 1,132 $119M
2023 2 1,160 $104M
2024 2 1,189 $108M

Nearby ESOP Plans in Idaho

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants The Franklin Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.090181679 · Participants: 561The Franklin Group, Inc. Employee Stock Ownership Plan and TrustWinco Employee Stock Ownership Plan, Total assets ($B): 5.045286033 · Participants: 17054Winco Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.331410874 · Participants: 774Stellar Industries, Inc. Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.269499287 · Participants: 1381Norco, Inc. Employee Stock Ownership PlanMagic Valley Growers, Ltd. Employee Stock Ownership Plan, Total assets ($B): 0.095197829 · Participants: 241Magic Valley Growers, Ltd. Employee Stock Ownership PlanContainer and Packaging Employee Stock Ownership Plan and Trust, Total assets ($B): 0.074738415 · Participants: 94Container and Packaging Employee Stock Ownership Plan and Trust
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants
Compare The Franklin Group, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Cotterman Companies Employee Stock Ownership Plan in OH ($90M); by covered participants it is Pavement Recycling Systems, Inc. Employee Stock Ownership Plan in CA (561 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (561 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Franklin Group, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 3.3% during 2024, from $87M to $90M. Reported net income was $3M.
How have The Franklin Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Franklin Group, Inc.'s sponsor-wide assets declined 9.2%, from $119M to $108M.
Where does The Franklin Group, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
The Franklin Group, Inc. Employee Stock Ownership Plan and Trust ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to The Franklin Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Cotterman Companies Employee Stock Ownership Plan in OH ($90M, 84 participants).
Which ESOP plans cover a similar participant headcount to The Franklin Group, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Pavement Recycling Systems, Inc. Employee Stock Ownership Plan in CA (561 participants, $193M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261690029.

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.