401(k) · DOL Form 5500 · 2024

Chestnut Hill South LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
212
Participants Below avg headcount
67th
Percentile by assets National rank
$80,141
Avg per participant Below avg balance/head
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Official DOL plan name: Franklin Enterprises 401(k) Plan · Sponsored by Chestnut Hill South LLC · Connecticut · Real Estate

$17M in assets, 212 participants

Chestnut Hill South LLC's Franklin Enterprises 401(k) Plan reported $17M in total assets and 212 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,779 in Real Estate (4,605 peers)

Coverage in Connecticut

Franklin Enterprises 401(k) Plan covers 212 participants in Connecticut, about 30% of the average Connecticut filer (state average ~718 per filing). Assets: $17M.

#3,779
in Real Estate (4,605 peers)
+16.1%
assets growth YoY

Franklin Enterprises 401(k) Plan's outsized position by total assets

Franklin Enterprises 401(k) Plan vs every filed plan by assets

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

$16,989,874 Top 33% higher than 67% 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

Franklin Enterprises 401(k) 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 Enterprises 401(k) Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Franklin Enterprises 401(k) Plan reported participants rose from 166 in the plan year 2023 filing to 212 in the plan year 2024 filing.
  • Franklin Enterprises 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Franklin Enterprises 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060886642 · Chestnut Hill South LLC PY 2024 · 401(k)

Franklin Enterprises 401(k) Plan · $17M · 212 · 67th

  • ASSETS $17M
  • ASSETS 212
  • ASSETS 67th
  • ASSETS 401(k)
  • ASSETS near Jean Philippe Fragrances, LLC 401(k) Plan
  • ASSETS ind #3779

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 Real Estate retirement plans → · Plans in Connecticut →

Franklin Enterprises 401(k) Plan in the asset neighbourhood

Franklin Enterprises 401(k) PlanFranklin Enterprises 401(k) …$17MJean Philippe Fragrances, LLC 401(k) PlanJean Philippe Fragrances, LL…$17MOrtho Development Corporation 401(k) Profit Sharing PlanOrtho Development Corporatio…$17MWagstaff & Cartmell, LLP 401(k) Profit Sharing Plan and TrustWagstaff & Cartmell, LLP 401…$17MNorton Packaging Inc 401(k) and Profit Sharing PlanNorton Packaging Inc 401(k) …$17M
End-of-year total assets ($M) among Franklin Enterprises 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN060886642
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chestnut Hill South LLC)

Sponsor-wide plan assets over time

All Chestnut Hill South LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 41.683646175201176% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12M $17M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 162 $12M
2023 1 166 $15M
2024 1 212 $17M

Nearby 401(k) Plans in Connecticut

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

Franklin Enterprises 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Franklin Enterprises 401(k) Plan, Total assets ($B): 0.016989874 · Participants: 212Franklin Enterprises 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Franklin Enterprises 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Franklin Enterprises 401(k) Plan side-by-side with 3 peers →

Franklin Enterprises 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Jean Philippe Fragrances, LLC 401(k) Plan in NY ($17M); by covered participants it is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Franklin Enterprises 401(k) Plan assets move in 2024? ▼
Franklin Enterprises 401(k) Plan grew sharply - up 16.1% during 2024, from $15M to $17M. Reported net income was $2M.
How have Chestnut Hill South LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chestnut Hill South LLC's sponsor-wide assets grew 41.7%, from $12M to $17M.
Which 401(k) plans are similar in size to Franklin Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jean Philippe Fragrances, LLC 401(k) Plan in NY ($17M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Franklin Enterprises 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants, $4M 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 060886642.

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.