ESOP · DOL Form 5500 · 2024

The Franklin Group, Inc. ESOP

Data updated 2026-08-11

$90M
Total assets: 561
Participants: 90th
Percentile by assets: $160,752
Avg per participant

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.

90th percentile by assets (of 123,622 plans)
#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.

$90M
total plan assets (2024 EOY): 561
covered participants: 90th
percentile by assets (of 123,622 plans): $160,752
avg assets per participant

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

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 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 →

State

Idaho

Industry

Wholesale Trade

The Franklin Group, Inc. Employee Stock Ownership Plan and Trust vs the 2024 asset distribution

By assets, The Franklin Group, Inc. Employee Stock Ownership Plan and Trust outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$87M
Net Assets (End of Year)	$81M
Net Income	$3M
Employer EIN	261690029
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Franklin Group, Inc.)

Total plan assets by year, all The Franklin Group, Inc. plans on file

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

Winco Employee Stock Ownership Plan $5.0B · 17,054
Stellar Industries, Inc. Employee Stock Ownership Plan $331M · 774
Norco, Inc. Employee Stock Ownership Plan $269M · 1,381
Magic Valley Growers, Ltd. Employee Stock Ownership Plan $95M · 241
Container and Packaging Employee Stock Ownership Plan and Trust $75M · 94

Compare The Franklin Group, Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Franklin Group, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Cotterman Companies Employee Stock Ownership Plan (OH) $90M · 84
Web Industries, Inc. Employee Stock Ownership Plan (MA) $90M · 403
Majors Plastics, Inc. Employee Stock Ownership Plan (NE) $91M · 372
Brown and Caldwell Employee Stock Ownership Plan (CO) $91M · 2,256

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).

Next read for The Franklin Group, Inc. Employee Stock …

Scale reading

Ways to act on The Franklin Group, Inc. Employee Stock Ownership Plan and Trust's numbers.

By total assets, The Franklin Group, Inc. Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Idaho. Compare plans
The Franklin Group, Inc.'s sponsor-wide assets have declined 9.2% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.