Defined Benefit (Pension) · DOL Form 5500 · 2024
The Franklin Institute Pension Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $364,833
- Avg per participant High balance/head
Official DOL plan name: The Franklin Institute Retirement Income Plan II · Sponsored by The Franklin Institute · Pennsylvania · Arts, Entertainment & Recreation
$8M in assets, 22 participants
The Franklin Institute's The Franklin Institute Retirement Income Plan II reported $8M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #2,027 in Arts, Entertainment & Recreation (2,921 peers)
The Franklin Institute multi-year trail
The Franklin Institute's plans moved +25.3% in assets from 2022 to 2024; this filing shows The Franklin Institute Retirement Income Plan II at $8M / 22 participants.
- #2,027
- in Arts, Entertainment & Recreation (2,921 peers)
- -3.5%
- assets change YoY
The plan reported a net loss of $288K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Franklin Institute Retirement Income Plan II's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
The Franklin Institute Retirement Income Plan II vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,026,323 Top 49% higher than 51% 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 Institute Retirement Income Plan II among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Franklin Institute Retirement Income Plan II is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Franklin Institute Retirement Income Plan II reported net income fell from $427K in the plan year 2023 filing to -$288K in the plan year 2024 filing.
- The Franklin Institute Retirement Income Plan II reported participants fell from 24 in the plan year 2023 filing to 22 in the plan year 2024 filing.
- The Franklin Institute Retirement Income Plan II end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231370501 · The Franklin Institute PY 2024 · Defined Benefit (Pension)
The Franklin Institute Retirement Income Plan II · $8M · 22 · 51st
- 5500 $8M
- ASSETS 22
- PCT 51st
- EIN Defined Benefit (Pension)
- RANK near Retirement Plan for Employees of Canton-Potsdam Hospital
- PHOTO ind #2027
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 Arts, Entertainment & Recreation retirement plans → · Plans in Pennsylvania →
The Franklin Institute Retirement Income Plan II in the asset neighbourhood
The Franklin Institute multi-year asset trail
Sponsor-wide plan assets over time
All The Franklin Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 25.333197429500977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 144 | $23M |
| 2023 | 2 | 156 | $26M |
| 2024 | 2 | 163 | $29M |
The Franklin Institute filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$288K |
| Employer EIN | 231370501 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
The Franklin Institute Retirement Income Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Canton-Potsdam Hospital in NY ($8M); by covered participants it is Lamesa National Bank Pension Plan in TX (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Retirement Plan for Employees of Canton-Potsdam Hospital (NY) $8M · 174
- Maritime Association - I.L.a Pension, Retirement, Welfare and Vacation Funds Pension Plan (TX) $8M · 5
- C-E Minerals Inc Retiree Health Capital Accumulation Plan (GA) $8M · 29
- Levenfeld Pearlstein, LLC Cash Balance Plan (IL) $8M · 116
Similar participant headcount
Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.
- Lamesa National Bank Pension Plan (TX) 22 · 0 off
- Retirement & Benefit Plan of Guest Services, Inc. (VA) 22 · 0 off
- Sugar River Bank Pension Plan (NH) 22 · 0 off
- Pension Plan for the Staff of the Ct Laborers Fund (CT) 22 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.