Profit Sharing · DOL Form 5500 · 2024

Francis Manufacturing Company Profit Sharing Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
142
Participants Small participant base
76th
Percentile by assets National rank
$191,994
Avg per participant Above avg balance/head
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Official DOL plan name: Francis Manufacturing Company Employees Profit Sharing Plan · Sponsored by Francis Manufacturing Company · Ohio · Manufacturing

$27M in assets, 142 participants

Francis Manufacturing Company's Francis Manufacturing Company Employees Profit Sharing Plan reported $27M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,866 in Manufacturing (17,777 peers)

Coverage in Ohio

Francis Manufacturing Company Employees Profit Sharing Plan covers 142 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $27M.

#11,866
in Manufacturing (17,777 peers)
-1.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $521K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Francis Manufacturing Company Employees Profit Sharing Plan's outsized position by total assets

Francis Manufacturing Company Employees Profit Sharing Plan vs every filed plan by assets

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

$27,263,178 Top 24% higher than 76% 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

Francis Manufacturing Company Employees Profit Sharing Plan 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. Francis Manufacturing Company Employees Profit Sharing Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Francis Manufacturing Company Employees Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to -$521K in the plan year 2024 filing.
  • Francis Manufacturing Company Employees Profit Sharing Plan end-of-year assets fell from $28M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 340898096 · Francis Manufacturing Company PY 2024 · Profit Sharing

Francis Manufacturing Company Employees Profit Sharing Plan · $27M · 142 · 76th

  • EBSA $27M
  • PART 142
  • TYPE 76th
  • NET Profit Sharing
  • BOOK near J Hansen-Balk Steel Treating Co. Profit Sharing Plan & Trust
  • VS-ST ind #11866

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 Manufacturing retirement plans → · Plans in Ohio →

Francis Manufacturing Company Employees Profit Sharing Plan in the asset neighbourhood

J Hansen-Balk Steel Treating Co. Profit Sharing Plan & TrustJ Hansen-Balk Steel Treating…$27MTiaa-Cref Retirement Plan for Employees of Franklin Road AcademyTiaa-Cref Retirement Plan fo…$27MAuto Investment, Inc. 401(k) PlanAuto Investment, Inc. 401(k)…$27MFrancis Manufacturing Company Employees Profit Sharing PlanFrancis Manufacturing Compan…$27MPelli Clarke & Partners Profit Sharing PlanPelli Clarke & Partners Prof…$27M
End-of-year total assets ($M) among Francis Manufacturing Company Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$27M
Net Income-$521K
Employer EIN340898096
Plan Effective Date1961-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Francis Manufacturing Company)

Sponsor-wide plan assets over time

All Francis Manufacturing Company plans reported in each filing year

Latest sponsor-wide plan assets
$27M 10.717958816502069% vs 2022
2024 filing year
$24M$25M$26M$27M$28M$29M 202220232024 $24.6M $27.3M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 123 $25M
2023 1 141 $28M
2024 1 142 $27M

Nearby Profit Sharing Plans in Ohio

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

Francis Manufacturing Company Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Francis Manufacturing Company Employees Profit Sharing Plan, Total assets ($B): 0.027263178 · Participants: 142Francis Manufacturing Company Employees Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Francis Manufacturing Company Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Francis Manufacturing Company Employees Profit Sharing Plan side-by-side with 3 peers →

Francis Manufacturing Company Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is J Hansen-Balk Steel Treating Co. Profit Sharing Plan & Trust in MI ($27M); by covered participants it is The Bank of Commerce Profit Sharing Plan in ID (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Francis Manufacturing Company Employees Profit Sharing Plan assets move in 2024? ▼
Francis Manufacturing Company Employees Profit Sharing Plan edged down modestly - down 1.9% during 2024, from $28M to $27M. Reported net income was -$521K.
How have Francis Manufacturing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Francis Manufacturing Company's sponsor-wide assets grew 10.7%, from $25M to $27M.
Where does Francis Manufacturing Company Employees Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Francis Manufacturing Company Employees Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Francis Manufacturing Company Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is J Hansen-Balk Steel Treating Co. Profit Sharing Plan & Trust in MI ($27M, 43 participants).
Which Profit Sharing plans cover a similar participant headcount to Francis Manufacturing Company Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Bank of Commerce Profit Sharing Plan in ID (142 participants, $25M 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 340898096.

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.