401(k) · DOL Form 5500 · 2024

The Franklin Institute 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
141
Participants Small participant base
71st
Percentile by assets National rank
$147,141
Avg per participant Above avg balance/head
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Official DOL plan name: The Franklin Institute Retirement Savings Pln · Sponsored by The Franklin Institute · Pennsylvania · Arts, Entertainment & Recreation

$21M in assets, 141 participants

The Franklin Institute's The Franklin Institute Retirement Savings Pln reported $21M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,406 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Pennsylvania

The Franklin Institute Retirement Savings Pln covers 141 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.

#2,406
in Arts, Entertainment & Recreation (2,921 peers)
+15.4%
assets growth YoY

The Franklin Institute Retirement Savings Pln's outsized position by total assets

The Franklin Institute Retirement Savings Pln vs every filed plan by assets

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

$20,746,933 Top 29% higher than 71% 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 Institute Retirement Savings Pln 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 Institute Retirement Savings Pln sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Franklin Institute Retirement Savings Pln end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • The Franklin Institute Retirement Savings Pln reported participants rose from 132 in the plan year 2023 filing to 141 in the plan year 2024 filing.
  • The Franklin Institute Retirement Savings Pln reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231370501 · The Franklin Institute PY 2024 · 401(k)

The Franklin Institute Retirement Savings Pln · $21M · 141 · 71st

  • 5500 $21M
  • 5500 141
  • 5500 71st
  • 5500 401(k)
  • 5500 near Ventech Solutions Inc 401(k) Profit Sharing Plan & Trust
  • 5500 ind #2406

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 Savings Pln in the asset neighbourhood

The Franklin Institute Retirement Savings PlnThe Franklin Institute Retir…$21MVentech Solutions Inc 401(k) Profit Sharing Plan & TrustVentech Solutions Inc 401(k)…$21MScott Credit Union 401(k) PlanScott Credit Union 401(k) Pl…$21MNorth Park Lincoln Mercury, Inc. 401(k) PlanNorth Park Lincoln Mercury, …$21MOceans Healthcare 401(k) Plan$21M
End-of-year total assets ($M) among The Franklin Institute Retirement Savings Pln and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN231370501
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Franklin Institute)

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
$22M$24M$26M$28M$30M 202220232024 $23M $28.8M ▲ +25.3%
Year Plans Participants Total Assets
2022 2 144 $23M
2023 2 156 $26M
2024 2 163 $29M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Franklin Institute Retirement Savings Pln vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Franklin Institute Retirement Savings Pln, Total assets ($B): 0.020746933 · Participants: 141The Franklin Institute Retirement Savings PlnComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
The Franklin Institute Retirement Savings Pln vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Franklin Institute Retirement Savings Pln side-by-side with 3 peers →

The Franklin Institute Retirement Savings Pln's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ventech Solutions Inc 401(k) Profit Sharing Plan & Trust in OH ($21M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Institute Retirement Savings Pln assets move in 2024? ▼
The Franklin Institute Retirement Savings Pln grew sharply - up 15.4% during 2024, from $18M to $21M. Reported net income was $3M.
How have The Franklin Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Franklin Institute's sponsor-wide assets grew 25.3%, from $23M to $29M.
Which 401(k) plans are similar in size to The Franklin Institute Retirement Savings Pln? ▼
Among 401(k) plans in other states, the closest by assets is Ventech Solutions Inc 401(k) Profit Sharing Plan & Trust in OH ($21M, 113 participants).
Which 401(k) plans cover a similar participant headcount to The Franklin Institute Retirement Savings Pln? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants, N/A 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 231370501.

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.