DFX Intelligence

Allocator Intelligence

Franklin Savings Bank Cash Balance Pension Plan

Corporate pension· Franklin, New Hampshire

Corporate pension, based in Franklin, New Hampshire, reporting $11.1M in assets, for 136 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$11.1M
Funded ratio
111.5%
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Open searchesAllocation policy
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 30 Sep 2025, Franklin Savings Bank Cash Balance Pension Plan total assets $13M -> $11M (-14.5%, 2024-09-30 to 2025-09-30).

Relationship network

3 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Franklin Savings Bank Cash Balance Pension Plan
NH
Reading the network
  • Sponsor
  • Service provider
  • Organization
›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$11.1M
Total assets, Sep 30, 2025 reported
Funded
111.5%
Oct 1, 2024
Private markets target
no policy read
policy Sep 30, 2025
Commitments
0
none on the tape
Plan sponsor: Franklin Savings Bank

Allocation policy

Form 5500, as of Sep 30, 2025
Actual allocation lines without a target (as filed)
  • Non-interest-bearing cash 3.6%
  • Corporate debt instruments (other) 35.0%
  • U.S. Government securities 16.3%
  • Registered investment companies 21.3%
  • Common stock 23.7%

Consultants and advisers

1 firm

People

No investment staff or executives have been read for this allocator yet.

Manager roster

1 manager on Schedule C
From Schedule C (investment management, code 28)

What changed

3 events
  • Sep 30, 2025Assets changed
    Franklin Savings Bank Cash Balance Pension Plan total assets $13M -> $11M (-14.5%, 2024-09-30 to 2025-09-30)
    askebsa.dol.gov
  • Oct 1, 2024Funded status changed
    Franklin Savings Bank Cash Balance Pension Plan funded ratio 103.9% -> 111.5% (2023-10-01 to 2024-10-01)
    askebsa.dol.gov
  • Oct 1, 2023Funded status changed
    Franklin Savings Bank Cash Balance Pension Plan funded ratio 100.0% -> 103.9% (2022-10-01 to 2023-10-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

29 readings
Total assets
$11.1M Sep 30, 2025 reported Form 5500
$13.0M (2024-09) · $12.1M (2023-09)
Plan assets
$13.0M Oct 1, 2024 reported Form 5500
$12.1M (2023-10) · $12.0M (2022-10)
Net assets
$11.1M Sep 30, 2025 reported Form 5500
$13.0M (2024-09) · $12.1M (2023-09)
Funded ratio
111.5% Oct 1, 2024 reported Form 5500
103.9% (2023-10) · 100.0% (2022-10)
Funding target
$9.8M Oct 1, 2024 reported Form 5500
$9.9M (2023-10) · $9.7M (2022-10)
Discount rate
5.39% Oct 1, 2024 reported Form 5500
5.25% (2023-10) · 5.42% (2022-10)
Participants
136 Oct 1, 2024 reported Form 5500
142 (2023-10) · 147 (2022-10)
Contributions
$6,175 Sep 30, 2024 reported Form 5500
$0 (2023-09)
Benefits paid
$2.7M Sep 30, 2025 reported Form 5500
$1.1M (2024-09) · $729,185 (2023-09)
Net investment income
-$1.9M Sep 30, 2025 reported Form 5500
$887,488 (2024-09) · $151,708 (2023-09)

Form 5500 filings

3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Sep 30, 2025136$13.0M$9.8M111.5%$11.1MNot disclosedNot disclosedNot disclosed
2023 to Sep 30, 2024142$12.1M$9.9M103.9%$13.0MNot disclosedNot disclosedNot disclosed
2022 to Sep 30, 2023147$12.0M$9.7M100.0%$12.1MNot disclosedNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+3 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 020136360-003
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: fund commitments, managers.

Record history

3 dated events on the change ledger, latest event first
  • Total assets changed
    2025-09-30source on record
  • Funded status changed
    2024-10-01source on record
  • Funded status changed
    2023-10-01source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+3 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.