401(k) · DOL Form 5500 · 2024

Franklin Covey Co. 401(k) Plan

Data updated 2026-08-11

$139M
Total assets
904
Participants
93rd
Percentile by assets
$154,267
Avg per participant
PlainRetire home → About this data

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.

  • 93rd percentile by assets (of 123,622 plans)
  • #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.

$139M
total plan assets (2024 EOY)
904
covered participants
93rd
percentile by assets (of 123,622 plans)
$154,267
avg assets per participant

Where Franklin Covey Co. 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Utah
Industry
Professional & Technical Services

Franklin Covey Co. 401(k) Plan vs the 2024 asset distribution

By assets, Franklin Covey Co. 401(k) Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

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.)

$100M$110M$120M$130M$140M$150M 202220232024 $108M $139M ▲ +29.0%
Total plan assets by year, all Franklin Covey Co. plans on file
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 ($B) Participants Franklin Covey Co. 4…, Total assets ($B): 0.139457002 · Participants: 904Franklin Covey Co. 4…Intermountain Health…, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health…Deseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation…, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation…Skywest, Inc. Employ…, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employ…Rio Tinto America In…, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America In…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Franklin Covey Co. 401(k) Plan by total assets, not by location.

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).

Next read for Franklin Covey Co. 401(k) Plan

Scale reading

Ways to act on Franklin Covey Co. 401(k) Plan's numbers.

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.