Profit Sharing · DOL Form 5500 · 2024

Franz Construction, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
42
Participants Small participant base
51st
Percentile by assets National rank
$194,502
Avg per participant Above avg balance/head
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Official DOL plan name: Franz Construction, Inc. Retirement Plan · Sponsored by Franz Construction, Inc. · Montana · Construction

$8M in assets, 42 participants

Franz Construction, Inc.'s Franz Construction, Inc. Retirement Plan reported $8M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #4,511 in Construction (9,039 peers)

2024 asset change

Franz Construction, Inc. Retirement Plan pulled back noticeably 8.4% in 2024 ($9M → $8M) for 42 participants.

#4,511
in Construction (9,039 peers)
-8.4%
assets change YoY

The plan reported a net loss of $746K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Franz Construction, Inc. Retirement Plan's mid-pack asset rank among Construction and all filers

Franz Construction, Inc. Retirement Plan vs every filed plan by assets

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

$8,169,093 Top 49% higher than 51% 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

Franz Construction, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Franz Construction, Inc. Retirement Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Franz Construction, Inc. Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$746K in the plan year 2024 filing.
  • Franz Construction, Inc. Retirement Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 810419247 · Franz Construction, Inc. PY 2024 · Profit Sharing

Franz Construction, Inc. Retirement Plan · $8M · 42 · 51st

  • PHOTO $8M
  • IND 42
  • EOY 51st
  • 5500 Profit Sharing
  • ASSETS near The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80
  • PCT ind #4511

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 Construction retirement plans → · Plans in Montana →

Franz Construction, Inc. Retirement Plan in the asset neighbourhood

The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80The Equity Group Inc. Profit…$8MIndependent Dialysis Foundation, Inc. Retirement Plan and TrustIndependent Dialysis Foundat…$8MMarjan Ltd Restated Profit Sharing PlanMarjan Ltd Restated Profit S…$8MFranz Construction, Inc. Retirement PlanFranz Construction, Inc. Ret…$8MRoseland Community Hospital Tax Deferred Annuity PlanRoseland Community Hospital …$8M
End-of-year total assets ($M) among Franz Construction, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Franz Construction, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Franz Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 4.9225573994606355% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.79M $8.17M ▲ +4.9%
Year Plans Participants Total Assets
2022 1 48 $8M
2023 1 42 $9M
2024 1 42 $8M

2024 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$746K
Employer EIN810419247
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Franz Construction, Inc. Retirement Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400 5101520253035 Total assets ($M) Participants Franz Construction, Inc. Retirement Plan, Total assets ($M): 8.169093 · Participants: 42Franz Construction, Inc. Retirement PlanRocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan, Total assets ($M): 29.784406 · Participants: 147Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity PlanBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 19.423785 · Participants: 227Barrett Hospital Development Corporation 403(b) PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 18.451598 · Participants: 24Okeefe Drilling Company Profit-Sharing TrustLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 17.843577 · Participants: 194Langlas & Associates, Inc. Profit Sharing PlanCabinet Peaks Medical Center Personal Retirement Plan, Total assets ($M): 14.934049 · Participants: 296Cabinet Peaks Medical Center Personal Retirement Plan
Franz Construction, Inc. Retirement Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants
Compare Franz Construction, Inc. Retirement Plan side-by-side with 3 peers →

Franz Construction, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 in NY ($8M); by covered participants it is Professional Manufacturers Reps., Inc. Profit Sharing Plan in GA (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Franz Construction, Inc. Retirement Plan assets move in 2024? ▼
Franz Construction, Inc. Retirement Plan pulled back noticeably - down 8.4% during 2024, from $9M to $8M. Reported net income was -$746K.
How have Franz Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franz Construction, Inc.'s sponsor-wide assets grew 4.9%, from $8M to $8M.
Which Profit Sharing plans are similar in size to Franz Construction, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Equity Group Inc. Profit Sharing Plan & Trust Dtd 1/1/80 in NY ($8M, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Franz Construction, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Professional Manufacturers Reps., Inc. Profit Sharing Plan in GA (42 participants, $5M 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 810419247.

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.