Other · DOL Form 5500 · 2024
Franklin University Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 233
- Participants
- 70th
- Percentile by assets
- $82,438
- Avg per participant
Official DOL plan name: Franklin University Tax Deferred Annuity Plan · Sponsored by Franklin University · Ohio · Educational Services
$19M in assets, 233 participants
Franklin University's Franklin University Tax Deferred Annuity Plan reported $19M in total assets and 233 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 123,622 plans)
- #1,911 in Educational Services (3,638 peers)
Coverage in Ohio
Franklin University Tax Deferred Annuity Plan covers 233 participants in Ohio, about 30% of the average Ohio filer (state average ~765 per filing). Assets: $19M.
- $19M
- total plan assets (2024 EOY)
- 233
- covered participants
- 70th
- percentile by assets (of 123,622 plans)
- $82,438
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Franklin University Tax Deferred Annuity Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Franklin University Tax Deferred Annuity Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Franklin University Tax Deferred Annuity Plan reported participants rose from 226 in the plan year 2023 filing to 233 in the plan year 2024 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Franklin University Tax Deferred Annuity Plan reports 233 participants - about 30% of that state average ($19M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 310707369 |
| Plan Effective Date | 1969-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Franklin University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 758 | $104M |
| 2023 | 2 | 747 | $119M |
| 2024 | 2 | 770 | $133M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
Franklin University Tax Deferred Annuity Plan vs. nearby Other plans in Ohio, assets vs. participants
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Similar-Sized Other Plans Nationally
Other plans in other states closest to Franklin University Tax Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Franklin University Tax Deferred Annuity Plan assets move in 2024? ▼
How have Franklin University plan assets changed over time? ▼
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Next read for Franklin University Tax Deferred Annuity…
Filing takeaways
Ways to act on Franklin University Tax Deferred Annuity Plan's numbers.
- By total assets, Franklin University Tax Deferred Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
- Franklin University's sponsor-wide assets have grown 28.9% since 2022 across 3 plan years on file. More Educational Services plans