Other · DOL Form 5500 · 2024
Franklin and Marshall College Retirement Plan
Data updated 2026-08-11
- $365M
- Total assets
- 715
- Participants
- 96th
- Percentile by assets
- $510,791
- Avg per participant
Official DOL plan name: Franklin and Marshall College Retirement Plan · Sponsored by Franklin and Marshall College · Pennsylvania · Educational Services
$365M in assets, 715 participants
Franklin and Marshall College's Franklin and Marshall College Retirement Plan reported $365M in total assets and 715 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #3,430 in Educational Services (3,638 peers)
Where Franklin and Marshall College Retirement Plan sits by assets
Franklin and Marshall College Retirement Plan sits in the top 5% of all filed plans by assets, $365M for 715 participants (~$510,791/participant), up 8.0% in 2024.
- $365M
- total plan assets (2024 EOY)
- 715
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $510,791
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Franklin and Marshall College Retirement Plan reported net income rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Franklin and Marshall College Retirement Plan end-of-year assets rose from $338M in the plan year 2023 filing to $365M in the plan year 2024 filing.
- Franklin and Marshall College Retirement Plan reported participants fell from 737 in the plan year 2023 filing to 715 in the plan year 2024 filing.
Franklin and Marshall College Retirement Plan vs the 2024 asset distribution
By assets, Franklin and Marshall College Retirement Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $338M |
|---|---|
| Net Assets (End of Year) | $365M |
| Net Income | $27M |
| Employer EIN | 231352635 |
| Plan Effective Date | 1943-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Franklin and Marshall College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 774 | $313M |
| 2023 | 1 | 737 | $338M |
| 2024 | 1 | 715 | $365M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
Franklin and Marshall College Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Similar-Sized Other Plans Nationally
Other plans in other states closest to Franklin and Marshall College Retirement Plan by total assets, not by location.
- Monument Health, Inc. 403(b) Plan (SD) $365M · 5,261
- Bradley University Defined Contribution Plan (IL) $366M · 815
- Saint Francis Health System, Inc. 403(b) Savings P (OK) $366M · 903
- Skidmore 403(b) Retirement Plan (NY) $368M · 862
Frequently Asked Questions
How did Franklin and Marshall College Retirement Plan assets move in 2024? ▼
How have Franklin and Marshall College plan assets changed over time? ▼
Where does Franklin and Marshall College Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Franklin and Marshall College Retirement Plan? ▼
Next read for Franklin and Marshall College Retirement…
Scale reading
Ways to act on Franklin and Marshall College Retirement Plan's numbers.
- By total assets, Franklin and Marshall College Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- Franklin and Marshall College's sponsor-wide assets have grown 16.5% since 2022 across 3 plan years on file. More Educational Services plans