Franklin Resources 401(k) plan

Franklin Resources, Inc., San Mateo, CA. EIN 13-2670991. Annual reports 2009–2025.

Franklin Resources, Inc. has one active retirement plan on file, the Franklin Templeton 401(k) Retirement Plan, with 6,876 participants and $3.6 billion in assets in 2025. Merrill has been its recordkeeper since 2014. No traditional pension plan appears in Franklin Resources's filings since 2009.

Active plans: 1
Participants: 6,876
Plan assets: $3.6 billion
401(k) recordkeeper: Merrill
Plans on file: 1
Industry: Finance and insurance

The plan

Franklin Templeton 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 003Employer EIN 13-2670991
Participants (2025): 6,876
Net assets (2025): $3.6 billion
Recordkeeper: MerrillEarlier: Schwab (2009–2013)
Plan administrator: Franklin Resources, Inc.
One Franklin Parkway
San Mateo, CA 94403
(800) 632-2350As filed for 2025
In effect since: October 1, 1981

Earlier plan names: Franklin Templeton Profit Sharing 401(k) Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	6,876	$3.6 billion	Merrill
2024	6,693	$2.8 billion	Merrill
2023	6,930	$2.2 billion	Merrill
2022	6,060	$1.9 billion	Merrill
2021	6,183	$2.3 billion	Merrill
2020	6,230	$1.7 billion	Merrill
2019	5,314	$1.6 billion	Merrill
2018	5,384	$1.3 billion	Merrill
2017	5,337	$1.4 billion	Merrill
2016	5,359	$1.2 billion	Merrill
2015	5,428	$1.2 billion	Merrill
2014	5,708	$1.1 billion	Merrill
2013	5,858	$1.2 billion	Schwab
2012	5,903	$1.1 billion	Schwab
2011	5,779	$889 million	Schwab
2010	5,785	$715 million	Schwab
2009	5,650	$721 million	Schwab

If you had money in one of these plans

Call Merrill (benefits.ml.com), which runs the Franklin Templeton 401(k) Retirement 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.
Or call the plan administrator listed on the plan below ((800) 632-2350). That number was filed for 2025; ask for the benefits or retirement plan office.
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

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

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

The plan

Franklin Templeton 401(k) Retirement Plan

If you had money in one of these plans

What these numbers are

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