401(k) Monitor

Franklin Electric Co., Inc. Retirement Program

Franklin Electric Company · Fort Wayne, IN · EIN 350827455 · Plan 007 · Form 5500 for plan year 2024

What FRANKLIN ELECTRIC put into the plan, per active participant

$5,852

FRANKLIN ELECTRIC CO INC put $5,852 into this plan for each of its 1,533 active participants in plan year 2024. That is the whole employer side, matching money, profit sharing, non-elective and safe-harbor contributions and reallocated forfeitures together, because the Form 5500 reports them on one line, so it is not the match rate.

0 · least per person100 · most per person

FRANKLIN ELECTRIC put in more per active participant than 88% of plans with 1,000–4,999 participants in industrial and materials manufacturing. The middle plan in that group of 766 reported $2,514. Industrial and materials manufacturing comes from business code 335900, which FRANKLIN ELECTRIC CO INC entered on its own Form 5500. Sponsors pick that code themselves, so a code that does not describe what the employer does ranks the plan against the wrong companies.

What this figure cannot separate: how much FRANKLIN ELECTRIC pays, and how much it puts in

This is dollars, not a rate. A Form 5500 carries no payroll, so the figure reflects both how much the employer puts in and how much the employer pays: two plans running the same formula report different amounts when one pays better. Crossing the peer group with industry holds most of that difference still, and none of it disappears.

This is one plan year, not an average. A true-up, a plan merger or a one-off contribution moves a single year on its own.

Source: Form 5500 filing for the plan year ended December 31, 2024, received by the DOL July 1, 2025 · DOL EFAST2

The $5,852 above is the Form 5500 figure for plan year 2024, and it counts every employer dollar on one line. FRANKLIN ELECTRIC CO INC also files a Form 11-K, which states the match formula on its own for plan year 2025: the section below reads $1,733 a year at a $49,500 salary, and the same filing states employer contributions made outside the match. That second figure is what the formula pays one worker on that salary, and not an amount either filing reports. The two figures cover different plan years and measure different things, so neither one is the other one corrected.

What the plan cost, per participant

$107.39

The plan paid $107.39 per participant in plan-paid administrative expenses in plan year 2024, more expensive than 64% of plans with 1,000–4,999 participants. The middle plan of that size paid $84.96.

Why a plan this big pays less per person before anything else

Bigger plans pay less per head by construction, because the same negotiated bill divides across more people. That is why this ranking sits inside the plan's own size cohort and is never taken across all plans.

Schedule H reports only what came out of plan assets. Fees the sponsor pays directly, and fees taken inside fund expense ratios, never appear here, so this is a floor and not the all-in cost.

401(k) Monitor Score

73 out of 100

Where this plan stands against plans of its size and industry on two amounts its Form 5500 reports: employer money in per active person, and plan-paid cost per person. It reads no match formula, no vesting schedule and no fund lineup, because a Form 5500 states none of them.

  • What the employer put in, per active participant: $5,852. Higher than 88% of plans with 1,000–4,999 participants in industrial and materials manufacturing.
  • What the plan cost, per participant: $107. Cheaper than 36% of plans with 1,000–4,999 participants.

How this score is built

On this page: the match and vesting terms · what to check next · every figure on the filing · fees itemised · the plans this one is ranked against · service providers

The match and vesting terms, from a Form 11-K

The match formula and the vesting schedule are stated in a Form 11-K, which is filed only by employers whose plan holds company stock. A Form 5500 reports neither.

What FRANKLIN ELECTRIC puts in

$1,733

a year, at a $49,500 salary.

The match paragraph, word for word
For eligible participants, the Company contributed an amount equal to 100 percent for the first 2 percent and 50 percent of the next 3 percent of the participant's total contributions, or up to 3.5 percent of each employee's eligible compensation.

What you contribute to collect all of it

Contribute at least 5% of your pay to collect the full match.

That is $2,475 a year at a $49,500 salary, and it scales with your own.

Vesting score

100 out of 100

How fast the employer’s money becomes yours. Higher than 48% of the 253 schedules we have scored.

It measures vesting speed and nothing else. It says nothing about the size of the match, what the plan charges, or the funds inside it.

Vesting scheduleImmediate

Share of the employer's money that is the worker's at hire and at each of the first 6 anniversaries: 100%, 100%, 100%, 100%, 100%, 100%, 100%. The score is the average of those 7 readings.

Vesting, word for word
Participants are 100 percent vested in both their own contributions and the employer match contribution at all times. Participants are 100 percent vested in the service contribution after completing three calendar years of service, with at least 1,000 hours of service completed within each calendar year.

The wait before the match starts and the year-end true-up appear above when the filing states them. Neither is part of the score, and a filing that is silent on one of them is not a plan without it.

The formula, the six-year window and a worked example

What the plan costs, against plans of its size

64th percentile

$107.39 per participant in plan-paid administrative cost, more expensive than 64% of plans with 1,000–4,999 participants.

The match, vesting and eligibility terms above are read from the Form 11-K filed by FRANKLIN ELECTRIC CO INC, whose page states the full formula, the vesting schedule and the sentence behind each one.

Matched to this employer by sponsor name, not by an identifier stated in the filing. That Form 11-K covers Franklin Electric Co., Inc. Retirement Program.

What to check next

  • Collecting the whole match

    FRANKLIN ELECTRIC’s Form 11-K pays the whole match at 5% of pay, which is $1,733 a year at a $49,500 salary and scales with your own. Your payslip and your Principal account both show the rate you set. A rate below 5% collects less than the whole match.

    That Form 11-K covers plan year 2025. The plan’s Summary Plan Description states the terms in force, and the plan administrator must provide it to participants on request.

  • Your own numbers are not on this page

    Every figure here is the whole plan for plan year 2024, taken from one filing and divided by headcounts. Your own contribution rate, your balance and the fees taken from your account are on your recordkeeper’s site, which this filing names as Principal. What you may put in during a year is set by the IRS and not by the plan: this year’s limits ↗.

Key figures

From Schedule H of Form 5500 filing 20250701104418NAL0006693171001, plan year 2024.
Total plan assets, end of year$258,004,744
Net assets$258,004,744
Participants, beginning of year2,497
Of which active1,533
Plan typeSingle employer
Size cohortThe peer group we rank fees against.1,000–4,999 participants
Employer share of the money that went in, plan year 2024The rest came from employees, who put in $9,442,945. The share falls when employees save more, so a plan whose staff contribute heavily reads lower here through no act of the employer. It is printed as a fact and it is not part of the score.49%

Plan-paid administrative expenses

The plan paid $268,147 in administrative expenses in plan year 2024, across 2,497 participants: $107.39 per participant.

Contract administrator fees$185,682
Professional feesnot reported in filing
Investment management fees$54,236
Other administrative fees$16,079

These are plan-paid expenses from Schedule H only. Fees the sponsor pays directly, and fees embedded in fund expense ratios, never appear here. This figure is a floor, not the all-in cost, and a low number is not “free”.

The plans this one is ranked against

Fees on this page are ranked against the 1,000–4,999 participant cohort, where the median plan pays $84.96 per participant. The sponsor files from Indiana, one of 1,157 plans on file there, at a median of $127.48 per participant. Its business code places the plan in industrial and materials manufacturing, one of 6,008 on file, which run to a median of $142.19.

Plans of a similar size in Indiana

The plans nearest this one by participant count, out of 161 in its peer group. Cost per participant is each plan’s own Schedule H figure, and a filing that reported no administrative expenses says so instead of showing a zero.
PlanParticipantsCost per participant
Bucher & Christian Consulting, Inc. 401(k) PlanBucher & Christian Consulting, Inc.4,156$15.09
Purpose Home Health 401(k) PlanPurpose Home Health2,575$29.76
Aaag Holdings, Inc. 401(k) PlanAaag Holdings, Inc.2,514$6.18
Goshen Health 401(k) Retirement Savings PlanGoshen Health2,492$103.89
American Commercial Barge Line LLC 401(k) PlanAmerican Commercial Barge Line LLC2,491$131.91

Service providers (Schedule C)

Recordkeeper: Principal (as filed: “PRINCIPAL LIFE INSURANCE COMPANY”)

5,239 plans on file name Principal as their recordkeeper, at a median of $170.05 per participant.

Providers from Schedule C, Part 1, Item 2 of filing 20250701104418NAL0006693171001. Direct compensation is paid from plan assets. Amounts in USD.
ProviderService codesDirect comp. ($)Indirect comp. ($)
Principal Life Insurance Company64, 50, 37, 13185,6820
Gjc Cpa's & Advisors50, 1012,150not reported
Wilshire Advisors LLC72, 2700
Aon Consulting50, 2754,236not reported

Source

DatasetDOL EFAST2 Form 5500 bulk data (FOIA)
Form year2024
Filing ACK_ID20250701104418NAL0006693171001
Dataset last refreshedJuly 28, 2026

Bulk dataset at askebsa.dol.gov ↗ · Look up the filing on EFAST2 ↗

Filings lag by design: a plan can file up to 9½ months after its year ends, so this is the newest data on file. Why filings lag

Cite this page

401(k) Monitor, "Franklin Electric Co., Inc. Retirement Program: Form 5500 facts", from DOL EFAST2 filing 20250701104418NAL0006693171001, plan year ended December 31, 2024. 401(k) Monitor Score 73 out of 100 (exact value 72.77).