ESOP · DOL Form 5500 · 2024
Franklin Insurance Agency Inc. ESOP
Data updated 2026-08-25
- $901K
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $53,008
- Avg per participant Low balance/head
Official DOL plan name: Franklin Insurance Agency, Inc. Employee Stock Ownership Plan · Sponsored by Franklin Insurance Agency Inc. · Pennsylvania · Finance & Insurance
$901K in assets, 17 participants
Franklin Insurance Agency Inc.'s Franklin Insurance Agency, Inc. Employee Stock Ownership Plan reported $901K in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,076 in Finance & Insurance (8,549 peers)
Franklin Insurance Agency Inc. multi-year trail
Franklin Insurance Agency Inc.'s plans moved +85.7% in assets from 2022 to 2024; this filing shows Franklin Insurance Agency, Inc. Employee Stock Ownership Plan at $901K / 17 participants.
- #1,076
- in Finance & Insurance (8,549 peers)
- +129.8%
- assets growth YoY
Franklin Insurance Agency, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Franklin Insurance Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$901,139 22nd percentile higher than 22% 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 Insurance Agency, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Franklin Insurance Agency, Inc. Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Franklin Insurance Agency, Inc. Employee Stock Ownership Plan reported net income rose from -$53K in the plan year 2023 filing to $551K in the plan year 2024 filing.
- Franklin Insurance Agency, Inc. Employee Stock Ownership Plan end-of-year assets rose from $392K in the plan year 2023 filing to $901K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 251648148 · Franklin Insurance Agency Inc. PY 2024 · ESOP
Franklin Insurance Agency, Inc. Employee Stock Ownership Plan · $901K · 17 · 22nd
- EIN $901K
- RANK 17
- PHOTO 22nd
- IND ESOP
- EOY near Meadowlark Optics, Inc. Employee Stock Ownership
- 5500 ind #1076
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 What is an ESOP? → · Plans in Pennsylvania →
Franklin Insurance Agency, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Franklin Insurance Agency Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Franklin Insurance Agency Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $901K 85.74862049845508% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $485K |
| 2023 | 1 | 17 | $392K |
| 2024 | 1 | 17 | $901K |
Franklin Insurance Agency Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $392K |
|---|---|
| Net Assets (End of Year) | $614K |
| Net Income | $551K |
| Employer EIN | 251648148 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
Franklin Insurance Agency, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Meadowlark Optics, Inc. Employee Stock Ownership in CO ($902K); by covered participants it is Gaskets, Inc. Employee Stock Ownership Plan in WI (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($901K here).
- Meadowlark Optics, Inc. Employee Stock Ownership (CO) $902K · 41
- Western Lighting and Energy Controls, Inc. Employee Stock Ownership Plan and Trust (CA) $900K · 38
- Consumers Pipe and Supply Co. Employee Stock Ownership Plan (CA) $900K · 55
- Erickson's Flooring & Supply Company Employee Stock Ownership Plan (MI) $900K · 46
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Gaskets, Inc. Employee Stock Ownership Plan (WI) 17 · 0 off
- Bridge Community Bank ESOP (IA) 17 · 0 off
- Paschal Associates Employee Stock Ownership Plan (NC) 17 · 0 off
- Babsco Supply Employee Stock Ownership Plan (IN) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.