401(k) · DOL Form 5500 · 2024
Fs Investments 401(k) Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- 425
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $192,743
- Avg per participant Above avg balance/head
Official DOL plan name: Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust · Sponsored by Fs Investments · Pennsylvania · Professional & Technical Services
$82M in assets, 425 participants
Fs Investments's Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust reported $82M in total assets and 425 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,163 in Professional & Technical Services (20,173 peers)
Where Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust sits by assets
Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $82M for 425 participants (~$192,743/participant), up 30.4% in 2024.
- #18,163
- in Professional & Technical Services (20,173 peers)
- +30.4%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$81,915,702 Top 11% higher than 89% 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 Square Holdings L.P. 401(k) Profit Sharing Plan and Trust 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 Square Holdings L.P. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (425 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $63M in the plan year 2023 filing to $82M in the plan year 2024 filing.
- Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust reported participants rose from 392 in the plan year 2023 filing to 425 in the plan year 2024 filing.
- Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust reported net income rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
DOL schedule card
Filing strip 260196373 · Fs Investments PY 2024 · 401(k)
Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust · $82M · 425 · 89th
- RANK $82M
- RANK 425
- RANK 89th
- RANK 401(k)
- RANK near Royal Realty Corporation Employees 401(k) Plan
- RANK ind #18163
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | $19M |
| Employer EIN | 260196373 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fs Investments)
Sponsor-wide plan assets over time
All Fs Investments plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 84.01492252423763% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 350 | $45M |
| 2023 | 1 | 392 | $63M |
| 2024 | 1 | 425 | $82M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Franklin Square Holdings L.P. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Royal Realty Corporation Employees 401(k) Plan in NY ($82M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (425 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
- Royal Realty Corporation Employees 401(k) Plan (NY) $82M · 374
- Osg, Inc. Savings and Retirement Plan (NJ) $82M · 1,398
- Frank Liquor Company, Inc. 401(k) Plan (WI) $82M · 977
- C2 Essentials, Inc. 401(k) Profit-Sharing Plan (VA) $82M · 1,653
Similar participant headcount
Nearest other-state filings by covered participants (425 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.