Money Purchase · DOL Form 5500 · 2022

Palumbo Fuel, Inc. Money Purchase Plan

Data updated 2026-08-11

$502K
Total assets
2
Participants
18th
Percentile by assets
$251,214
Avg per participant
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Official DOL plan name: Palumbo Fuel, Inc. Profit Sharing Plan · Sponsored by Palumbo Fuel, Inc. · New Jersey · Retail Trade

$502K in assets, 2 participants

Palumbo Fuel, Inc.'s Palumbo Fuel, Inc. Profit Sharing Plan reported $502K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • 18th percentile by assets (of 139,126 plans)
  • #2,613 in Retail Trade (9,519 peers)

Palumbo Fuel, Inc. multi-year trail

Palumbo Fuel, Inc.'s plans moved +29.1% in assets from 2022 to 2024; this filing shows Palumbo Fuel, Inc. Profit Sharing Plan at $502K / 2 participants.

$502K
total plan assets (2022 EOY)
2
covered participants
18th
percentile by assets (of 139,126 plans)
$251,214
avg assets per participant

The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Palumbo Fuel, Inc. across 3 plan years on file

Across the 3 plan years Palumbo Fuel, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $502K to $649K, a gain of 29.1%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($649K); trough: 2022 ($502K).

Palumbo Fuel, Inc. multi-year asset trail

$0.45M$0.5M$0.55M$0.6M$0.65M$0.7M 202220232024 $0.5M $0.65M ▲ +30.0%
Total plan assets by year, all Palumbo Fuel, Inc. plans on file
Year Plans Participants Total Assets
2022 1 2 $502K
2023 1 2 $601K
2024 1 2 $649K

Palumbo Fuel, Inc. filing trail (2022)

Total Assets (Beginning of Year)$563K
Net Assets (End of Year)$502K
Net Income-$61K
Employer EIN222063353
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Palumbo Fuel, Inc. Profit Sharing Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants

Palumbo Fuel, Inc. Profit Sharing Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20002004006008001000 Total assets ($M) Participants Palumbo Fuel, Inc. P…Local 68 Engineers U…Nysa-Ila Money Purch…Educational Testing …Ironworkers Local 11…Plumbers & Pipefitte…
Palumbo Fuel, Inc. Profit Sharing Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Palumbo Fuel, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Palumbo Fuel, Inc. Profit Sharing Plan assets move in 2022?
Palumbo Fuel, Inc. Profit Sharing Plan pulled back noticeably - down 10.8% during 2022, from $563K to $502K. Reported net income was -$61K.
How have Palumbo Fuel, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Palumbo Fuel, Inc.'s sponsor-wide assets grew 29.1%, from $502K to $649K.
Where does Palumbo Fuel, Inc. Profit Sharing Plan rank by assets among Form 5500 filers?
Palumbo Fuel, Inc. Profit Sharing Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Palumbo Fuel, Inc. Profit Sharing Plan?
Among Money Purchase plans in other states, the closest by assets is American Alarm Corporation in GA ($501K, 4 participants).

Next read for Palumbo Fuel, Inc. Profit Sharing Plan

Multi-year trail

Ways to act on Palumbo Fuel, Inc. Profit Sharing Plan's numbers.

  • By total assets, Palumbo Fuel, Inc. Profit Sharing Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in New Jersey. Compare plans
  • Palumbo Fuel, Inc.'s sponsor-wide assets have grown 29.1% since 2022 across 3 plan years on file. More Retail Trade plans