Franchise Group 401(k) plan

Franchise Group, Inc., Delaware, OH. EIN 27-3561876. Annual reports 2009–2024. Also filed as Vitamin Shoppe Industries Inc.

Franchise Group, Inc. has one active retirement plan on file, the Franchise Group, Inc. 401(k) Plan, with 14,759 participants and $149 million in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Franchise Group's filings since 2009.

Active plans
1
Participants
14,759
Plan assets
$149 million
401(k) recordkeeper
Fidelity
Plans on file
1
Industry
Retail

The plan

Franchise Group, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 27-3561876
Participants (2024)
14,759
Net assets (2024)
$149 million
Recordkeeper
Fidelity2009–2024
Plan administrator
Franchise Group, Inc.
109 Innovation Court, Suite J
Delaware, OH 43015
(877) 927-7957As filed for 2024
In effect since
January 1, 1995

Plans merged into this one: Pet Supplies Plus, LLC 401(k) Plan (2022); W.S. Badcock Corporation Savings Plan (2021).

Earlier sponsor: Vitamin Shoppe Industries Inc. (2009–2019).

Earlier plan names: The Vitamin Shoppe Industries Inc. 401(k) Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202414,759$149 millionFidelity
202312,898$158 millionFidelity
202213,896$140 millionFidelity
20217,360$101 millionFidelity
20208,467$93.1 millionFidelity
20194,730$70.0 millionFidelity
20185,217$57.2 millionFidelity
20175,708$57.8 millionFidelity
20165,482$45.8 millionFidelity
20155,340$39.9 millionFidelity
20144,932$37.1 millionFidelity
20134,922$32.5 millionFidelity
20124,229$23.7 millionFidelity
20115,046$18.8 millionFidelity
20102,458$18.1 millionFidelity
20094,762$14.3 millionFidelity

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Franchise Group, Inc. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((877) 927-7957). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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