Other · DOL Form 5500 · 2024
Franklin and Marshall College Retirement Plan
Data updated 2026-08-25
- $365M
- Total assets Above avg plan size
- 715
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $510,791
- Avg per participant High balance/head
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.
- #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.
- #3,430
- in Educational Services (3,638 peers)
- +8.0%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Franklin and Marshall College Retirement Plan's outsized position by total assets
Franklin and Marshall College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$365,215,378 Top 4% higher than 96% 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 and Marshall College 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 and Marshall College Retirement Plan sits mid-pack in the medium band (715 participants).
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.
Published 5500 schedule card
Filing strip 231352635 · Franklin and Marshall College PY 2024 · Other
Franklin and Marshall College Retirement Plan · $365M · 715 · 96th
- TYPE $365M
- TYPE 715
- TYPE 96th
- TYPE Other
- TYPE near Monument Health, Inc. 403(b) Plan
- TYPE ind #3430
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 Pennsylvania →
Franklin and Marshall College Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Franklin and Marshall College plans reported in each filing year
- Latest sponsor-wide plan assets
- $365M 16.534458115362526% vs 2022
- 2024 filing year
| 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.
- 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
Franklin and Marshall College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Monument Health, Inc. 403(b) Plan in SD ($365M); by covered participants it is Education Development Center Supplemental Retirement Plan in MA (715 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($365M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (715 participants); asset peers above are excluded.
- Education Development Center Supplemental Retirement Plan (MA) 715 · 0 off
- Claremont Mckenna College Academic Retirement Plan (CA) 716 · 1 off
- San Luis Valley Health 403(b) Plan (CO) 716 · 1 off
- Colorado College Retirement Benefit Plan (CO) 717 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.