Other · DOL Form 5500 · 2024
Franklin University Retirement Plan
Data updated 2026-08-25
- $114M
- Total assets Near avg plan size
- 537
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $212,771
- Avg per participant Above avg balance/head
Official DOL plan name: Franklin University Defined Contribution Retirement Plan · Sponsored by Franklin University · Ohio · Educational Services
$114M in assets, 537 participants
Franklin University's Franklin University Defined Contribution Retirement Plan reported $114M in total assets and 537 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #3,088 in Educational Services (3,638 peers)
Where Franklin University Defined Contribution Retirement Plan sits by assets
Franklin University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $114M for 537 participants (~$212,771/participant), up 12.0% in 2024.
- #3,088
- in Educational Services (3,638 peers)
- +12.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Franklin University Defined Contribution Retirement Plan's outsized position by total assets
Franklin University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$114,257,966 Top 9% higher than 91% 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
Franklin University Defined Contribution Retirement 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. Franklin University Defined Contribution Retirement Plan sits mid-pack in the medium band (537 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Franklin University Defined Contribution Retirement Plan end-of-year assets rose from $102M in the plan year 2023 filing to $114M in the plan year 2024 filing.
- Franklin University Defined Contribution Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Franklin University Defined Contribution Retirement Plan reported participants rose from 521 in the plan year 2023 filing to 537 in the plan year 2024 filing.
DOL schedule card
Filing strip 310707369 · Franklin University PY 2024 · Other
Franklin University Defined Contribution Retirement Plan · $114M · 537 · 91st
- VS-ST $114M
- VS-ST 537
- VS-ST 91st
- VS-ST Other
- VS-ST near The Johns Hopkins University Income Deferral 403(b) Plan for Residents, Interns and Postdoctoral Fellows
- VS-ST ind #3088
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 Educational Services retirement plans → · Plans in Ohio →
Franklin University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $114M |
| Net Income | $12M |
| Employer EIN | 310707369 |
| Plan Effective Date | 1968-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Franklin University)
Sponsor-wide plan assets over time
All Franklin University plans reported in each filing year
- Latest sponsor-wide plan assets
- $133M 28.914131334440423% vs 2022
- 2024 filing year
| 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.
- 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
Franklin University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is The Johns Hopkins University Income Deferral 403(b) Plan for Residents, Interns and Postdoctoral Fellows in MD ($114M); by covered participants it is Section 403(b) Retirement Plan for Audubon Nature Institute, Inc. in LA (537 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($114M here).
- The Johns Hopkins University Income Deferral 403(b) Plan for Residents, Interns and Postdoctoral Fellows (MD) $114M · 2,790
- Cold Spring Harbor Laboratory Tax Deferred Annuity Plan (NY) $114M · 1,030
- Cbwchc 403(b) Plan (NY) $114M · 613
- National Cable Satellite Corp. (D/B/a C-Span) 403(b) Plan (DC) $114M · 176
Similar participant headcount
Nearest other-state filings by covered participants (537 participants); asset peers above are excluded.
- Section 403(b) Retirement Plan for Audubon Nature Institute, Inc. (LA) 537 · 0 off
- Curry College Defined Contribution Retirement Plan (MA) 538 · 1 off
- Texas Wesleyan University 403(b) Plan (TX) 538 · 1 off
- C.C. Young Retirement Plan (TX) 536 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.