401(k) · DOL Form 5500 · 2024

Franklin Covey Co. 401(k) Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
904
Participants Near avg headcount
93rd
Percentile by assets National rank
$154,267
Avg per participant Above avg balance/head
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Official DOL plan name: Franklin Covey Co. 401(k) Plan · Sponsored by Franklin Covey Co. · Utah · Professional & Technical Services

$139M in assets, 904 participants

Franklin Covey Co.'s Franklin Covey Co. 401(k) Plan reported $139M in total assets and 904 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,898 in Professional & Technical Services (20,173 peers)

Where Franklin Covey Co. 401(k) Plan sits by assets

Franklin Covey Co. 401(k) Plan sits in the top 10% of all filed plans by assets, $139M for 904 participants (~$154,267/participant), up 11.5% in 2024.

#18,898
in Professional & Technical Services (20,173 peers)
+11.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Franklin Covey Co. 401(k) Plan's outsized position by total assets

Franklin Covey Co. 401(k) Plan vs every filed plan by assets

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

$139,457,002 Top 7% higher than 93% 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

Franklin Covey Co. 401(k) 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 Covey Co. 401(k) Plan sits mid-pack in the medium band (904 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Franklin Covey Co. 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Franklin Covey Co. 401(k) Plan end-of-year assets rose from $125M in the plan year 2023 filing to $139M in the plan year 2024 filing.
  • Franklin Covey Co. 401(k) Plan reported participants rose from 828 in the plan year 2023 filing to 904 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 870401551 · Franklin Covey Co. PY 2024 · 401(k)

Franklin Covey Co. 401(k) Plan · $139M · 904 · 93rd

  • NET $139M
  • BOOK 904
  • VS-ST 93rd
  • BOY 401(k)
  • SCH near International Union of Journeymen and Allied Trades 401(k) Retirement Plan
  • EBSA ind #18898

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 Utah →

Franklin Covey Co. 401(k) Plan in the asset neighbourhood

Semtech Corporation Retirement Savings PlanSemtech Corporation Retireme…$139MBerrydunn 401(k) Profit Sharing PlanBerrydunn 401(k) Profit Shar…$139MFranklin Covey Co. 401(k) PlanFranklin Covey Co. 401(k) Pl…$139MInternational Union of Journeymen and Allied Trades 401(k) Retirement PlanInternational Union of Journ…$139MLos Angeles Truck Centers, LLC 401(k) PlanLos Angeles Truck Centers, L…$139M
End-of-year total assets ($M) among Franklin Covey Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$139M
Net Income$14M
Employer EIN870401551
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Franklin Covey Co.)

Sponsor-wide plan assets over time

All Franklin Covey Co. plans reported in each filing year

Latest sponsor-wide plan assets
$139M 28.95529301471352% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $108M $139M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 755 $108M
2023 1 828 $125M
2024 1 904 $139M

Nearby 401(k) Plans in Utah

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

Franklin Covey Co. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Franklin Covey Co. 401(k) Plan, Total assets ($B): 0.139457002 · Participants: 904Franklin Covey Co. 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Franklin Covey Co. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Franklin Covey Co. 401(k) Plan side-by-side with 3 peers →

Franklin Covey Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is International Union of Journeymen and Allied Trades 401(k) Retirement Plan in CT ($139M); by covered participants it is Midwest Bus Sales Inc. Retirement Plan in KS (904 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (904 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 Franklin Covey Co. 401(k) Plan assets move in 2024? ▼
Franklin Covey Co. 401(k) Plan grew at a solid clip - up 11.5% during 2024, from $125M to $139M. Reported net income was $14M.
How have Franklin Covey Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franklin Covey Co.'s sponsor-wide assets grew 29.0%, from $108M to $139M.
Where does Franklin Covey Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Franklin Covey Co. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Franklin Covey Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is International Union of Journeymen and Allied Trades 401(k) Retirement Plan in CT ($139M, 20,538 participants).
Which 401(k) plans cover a similar participant headcount to Franklin Covey Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Midwest Bus Sales Inc. Retirement Plan in KS (904 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 870401551.

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.