401(k) · DOL Form 5500 · 2022

Fulcro Insurance, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
50
Participants Small participant base
34th
Percentile by assets National rank
$39,977
Avg per participant Low balance/head
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Official DOL plan name: Fulcro Insurance, Inc. 1165(e) Retirement Plan · Sponsored by Fulcro Insurance, Inc. · Puerto Rico · Finance & Insurance

$2M in assets, 50 participants

Fulcro Insurance, Inc.'s Fulcro Insurance, Inc. 1165(e) Retirement Plan reported $2M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 34th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,113 in Finance & Insurance (9,261 peers)

Fulcro Insurance, Inc. multi-year trail

Fulcro Insurance, Inc.'s plans moved +57.0% in assets from 2022 to 2024; this filing shows Fulcro Insurance, Inc. 1165(e) Retirement Plan at $2M / 50 participants.

#2,113
in Finance & Insurance (9,261 peers)
-6.2%
assets change YoY

The plan reported a net loss of $132K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fulcro Insurance, Inc. 1165(e) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Fulcro Insurance, Inc. 1165(e) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,998,858 34th percentile higher than 34% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Fulcro Insurance, Inc. 1165(e) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fulcro Insurance, Inc. 1165(e) Retirement Plan is a small filing (50 participants) on this national headcount ladder.

DOL schedule card

Filing strip 660386857 · Fulcro Insurance, Inc. PY 2022 · 401(k)

Fulcro Insurance, Inc. 1165(e) Retirement Plan · $2M · 50 · 34th

  • 5500 $2M
  • 5500 50
  • 5500 34th
  • 5500 401(k)
  • 5500 near Mid State Construction Company, Inc. 401(k) Plan
  • 5500 ind #2113

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Puerto Rico →

Fulcro Insurance, Inc. 1165(e) Retirement Plan in the asset neighbourhood

Fulcro Insurance, Inc. 1165(e) Retirement PlanFulcro Insurance, Inc. 1165(…$2MMid State Construction Company, Inc. 401(k) PlanMid State Construction Compa…$2MPharmalink, Inc. 401(k) Plan$2M23 Bottles of Beer, LLC 401(k) Plan23 Bottles of Beer, LLC 401(…$2MAnimas Dermatology, Md, PC 401(k) Profit Sharing PlanAnimas Dermatology, Md, PC 4…$2M
End-of-year total assets ($M) among Fulcro Insurance, Inc. 1165(e) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Fulcro Insurance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fulcro Insurance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 57.01000271154829% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2M $3.14M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 50 $2M
2023 1 56 $3M
2024 1 82 $3M

Fulcro Insurance, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$132K
Employer EIN660386857
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Fulcro Insurance, Inc. 1165(e) Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Fulcro Insurance, Inc. 1165(e) Retirement Plan, Total assets ($M): 1.998858 · Participants: 50Fulcro Insurance, Inc. 1165(e) Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.719328 · Participants: 99Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 199.441427 · Participants: 680Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 173.134958 · Participants: 1776Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 126.787407 · Participants: 806Popular, Inc. USA 401(k) Savings & Investment PlanFirst Bank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 118.043413 · Participants: 2767First Bank 401(k) Retirement Plan for Residents of Puerto Rico
Fulcro Insurance, Inc. 1165(e) Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Fulcro Insurance, Inc. 1165(e) Retirement Plan side-by-side with 3 peers →

Fulcro Insurance, Inc. 1165(e) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Mid State Construction Company, Inc. 401(k) Plan in MS ($2M); by covered participants it is Graphic Information Systems, Inc. Profit Sharing Plan in OH (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fulcro Insurance, Inc. 1165(e) Retirement Plan assets move in 2022? ▼
Fulcro Insurance, Inc. 1165(e) Retirement Plan pulled back noticeably - down 6.2% during 2022, from $2M to $2M. Reported net income was -$132K.
How have Fulcro Insurance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fulcro Insurance, Inc.'s sponsor-wide assets grew 57.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Fulcro Insurance, Inc. 1165(e) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid State Construction Company, Inc. 401(k) Plan in MS ($2M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Fulcro Insurance, Inc. 1165(e) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Graphic Information Systems, Inc. Profit Sharing Plan in OH (50 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660386857.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.