Plan5500

Franklin, PA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Franklin, PA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $24,582,517 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$24.2MSummed across loaded plans$24,173,727
Total reported assets$24.6M$24,582,517
Total reported participants1.2K1,218
Total reported liabilities$408.8K$408,790

Reported net position

Reported assets = net assets + liabilities (summed)$24.6M total assets
Net assets$24.2MLiabilities$408.8K
Contributions & income
Employer contributions$291.3K
Participant contributions$1.3M
Total income / additions$6.6M
Expenses & distributions
Benefits paid / distributions$2.3M
Total expenses$2.5M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements5 / 6 (83%)
Plans with provider compensation3 / 6 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Franklin, PA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Franklin market comparison

Largest plan share of assets44%Liberty Electronics, Inc. 401(K) Plan
Participants per plan203Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Franklin

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Liberty Electronics, Inc. 401(K) Plan$10.8M
    Liberty Electronics, Inc. · 2023
  2. 2
    Liberty Electronics, Inc. Employee Stock Ownership Plan$5.5M
    Liberty Electronics, Inc. · 2023
  3. 3
    Specialty Fabrication And Powder Coating, LLC 401(K) Profit Sharing Plan$4.6M
    Specialty Fabrication And Powder Coating, LLC · 2023
  4. 4
    Franklin Industries Employees Retirement Plan$3.3M
    The Franklin Investment Corporation Dba Franklin Industries · 2023
  5. 5
    Franklin Insurance Agency, Inc. Employee Stock Ownership Plan$392.1K
    Franklin Insurance Agency Inc. · 2023
  6. 6
    Liberty Electronics Inc, Welfare Plannot reported in the loaded dataset
    Liberty Electronics Inc. · 2023

Largest plans in Franklin → · Franklin plans by participants → · Franklin plans with financial data → · Franklin plans with provider compensation → · $1B+ plans in Franklin →

Related Form 5500 pages