401(k) · DOL Form 5500 · 2024

Drs. Frankel & Puhl, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
140
Participants Small participant base
50th
Percentile by assets National rank
$53,664
Avg per participant Low balance/head
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Official DOL plan name: Frankel & Puhl Employee Stock Ownership Plan · Sponsored by Drs. Frankel & Puhl, Inc. · Ohio · Healthcare & Social Assistance

$8M in assets, 140 participants

Drs. Frankel & Puhl, Inc.'s Frankel & Puhl Employee Stock Ownership Plan reported $8M in total assets and 140 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,222 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Frankel & Puhl Employee Stock Ownership Plan covers 140 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $8M.

#9,222
in Healthcare & Social Assistance (16,916 peers)
-5.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Frankel & Puhl Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Frankel & Puhl Employee Stock Ownership Plan vs every filed plan by assets

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

$7,512,979 Top 50% higher than 50% 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

Frankel & Puhl Employee Stock Ownership 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. Frankel & Puhl Employee Stock Ownership Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Frankel & Puhl Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Frankel & Puhl Employee Stock Ownership Plan reported participants rose from 119 in the plan year 2023 filing to 140 in the plan year 2024 filing.
  • Frankel & Puhl Employee Stock Ownership Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 341899486 · Drs. Frankel & Puhl, Inc. PY 2024 · 401(k)

Frankel & Puhl Employee Stock Ownership Plan · $8M · 140 · 50th

  • BOOK $8M
  • VS-ST 140
  • BOY 50th
  • SCH 401(k)
  • EBSA near Piercey Automotive Group 401(k) Plan and Trust
  • PART ind #9222

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Frankel & Puhl Employee Stock Ownership Plan in the asset neighbourhood

Frankel & Puhl Employee Stock Ownership PlanFrankel & Puhl Employee Stoc…$8MPiercey Automotive Group 401(k) Plan and TrustPiercey Automotive Group 401…$8MDover Chemical Corporation 401(k) Employee Savings Plan and Trust for Hourly EmployeesDover Chemical Corporation 4…$8MCap Group 401(k) Plan$8MRoyal Carting Service Co. 401(k) PlanRoyal Carting Service Co. 40…$8M
End-of-year total assets ($M) among Frankel & Puhl Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$17M
Net Income-$4M
Employer EIN341899486
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Drs. Frankel & Puhl, Inc.)

Sponsor-wide plan assets over time

All Drs. Frankel & Puhl, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 309.95389007836474% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.84M $11.7M ▲ +310.2%
Year Plans Participants Total Assets
2022 1 98 $3M
2023 1 119 $8M
2024 2 292 $12M

Nearby 401(k) Plans in Ohio

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

Frankel & Puhl Employee Stock Ownership Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Frankel & Puhl Employee Stock Ownership Plan, Total assets ($B): 0.007512979 · Participants: 140Frankel & Puhl Employee Stock Ownership PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Frankel & Puhl Employee Stock Ownership Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Frankel & Puhl Employee Stock Ownership Plan side-by-side with 3 peers →

Frankel & Puhl Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Piercey Automotive Group 401(k) Plan and Trust in CA ($8M); by covered participants it is Conformis, Inc. 401(k) Plan in MA (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Frankel & Puhl Employee Stock Ownership Plan assets move in 2024? ▼
Frankel & Puhl Employee Stock Ownership Plan pulled back noticeably - down 5.9% during 2024, from $8M to $8M. Reported net income was -$4M.
How have Drs. Frankel & Puhl, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drs. Frankel & Puhl, Inc.'s sponsor-wide assets grew 310.0%, from $3M to $12M.
Which 401(k) plans are similar in size to Frankel & Puhl Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Piercey Automotive Group 401(k) Plan and Trust in CA ($8M, 336 participants).
Which 401(k) plans cover a similar participant headcount to Frankel & Puhl Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Conformis, Inc. 401(k) Plan in MA (140 participants, N/A 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 341899486.

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.