How big is Franklin and Marshall College's plan?

Franklin and Marshall College's plan reported $365.2M in assets and 714 participants for 2024.

Original filing (PDF)20251015080700NAL0008263650001

Franklin and Marshall College

Name: Franklin and Marshall College — Franklin and, Form 5500 (2024)
Creator: Franklin and Marshall College
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Franklin and Marshall College Retirement Plan

403(b) retirement plan · Franklin and Marshall College's Franklin and Marshall College Retirement Plan held $365.2M in plan assets for 714 participants in 2024.

Signals · 2

Non-clean audit opinionNo recordkeeper disclosed

Active participants

714

Accounts w/ balance

1,627

Plan assets (EOY)

$365.2M

Net assets (EOY)

$365.2M

Plan identifiers

Franklin and Marshall College's EIN is 23-1352635.

EIN 23-1352635

Plan number 001

Plan year 2024

ACK ID 20251015080700NAL0008263650001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Franklin and Marshall College from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Franklin and Marshall College's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

FRANKLIN AND MARSHALL COLLEGE

EIN

all filings

Address

P.O. BOX 3003 · LANCASTER, PA · 176043003

Phone

(717) 358-3995

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $13.3M(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.