Profit Sharing · DOL Form 5500 · 2022

Fulton Family Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$819,594
Avg per participant High balance/head
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Official DOL plan name: Fulton Family Enterprises, Inc. Profit Sharing Plan · Sponsored by Fulton Family Enterprises, Inc. · Oregon · Retail Trade

$2M in assets, 2 participants

Fulton Family Enterprises, Inc.'s Fulton Family Enterprises, Inc. Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,863 in Retail Trade (9,519 peers)

Fulton Family Enterprises, Inc. multi-year trail

Fulton Family Enterprises, Inc.'s plans moved +14.8% in assets from 2022 to 2024; this filing shows Fulton Family Enterprises, Inc. Profit Sharing Plan at $2M / 2 participants.

#3,863
in Retail Trade (9,519 peers)
+36.7%
assets growth YoY

Fulton Family Enterprises, Inc. Profit Sharing Plan among the smaller filed plans by assets

Fulton Family Enterprises, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,639,188 31st percentile higher than 31% 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

Fulton Family Enterprises, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fulton Family Enterprises, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 832962347 · Fulton Family Enterprises, Inc. PY 2022 · Profit Sharing

Fulton Family Enterprises, Inc. Profit Sharing Plan · $2M · 2 · 31st

  • TYPE $2M
  • NET 2
  • BOOK 31st
  • VS-ST Profit Sharing
  • BOY near Dr Robert Hendricks Inc Employees Profit Sharing Plan
  • SCH ind #3863

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 Retail Trade retirement plans → · Plans in Oregon →

Fulton Family Enterprises, Inc. Profit Sharing Plan in the asset neighbourhood

Fulton Family Enterprises, Inc. Profit Sharing PlanFulton Family Enterprises, I…$2MDr Robert Hendricks Inc Employees Profit Sharing PlanDr Robert Hendricks Inc Empl…$2MPerfetto Vita, Inc. Retirement PlanPerfetto Vita, Inc. Retireme…$2MDouglas a. Green & Associates, Inc. Profit Sharing PlanDouglas a. Green & Associate…$2MBonsall, Manfredi & Associates, PC Profit Sharing PlanBonsall, Manfredi & Associat…$2M
End-of-year total assets ($M) among Fulton Family Enterprises, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Fulton Family Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fulton Family Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.842958830835757% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.64M $1.88M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Fulton Family Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$440K
Employer EIN832962347
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Fulton Family Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Fulton Family Enterprises, Inc. Profit Sharing Plan, Total assets ($M): 1.639188 · Participants: 2Fulton Family Enterprises, Inc. Profit Sharing PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 730.86675 · Participants: 5197Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 556.921709 · Participants: 10849Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 176.596093 · Participants: 765Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 146.675789 · Participants: 483The Hoffman Employee Retirement Income PlanGoodwill Industries Employee Retirement and Incentive Plan, Total assets ($M): 61.284393 · Participants: 1519Goodwill Industries Employee Retirement and Incentive Plan
Fulton Family Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Fulton Family Enterprises, Inc. Profit Sharing Plan side-by-side with 3 peers →

Fulton Family Enterprises, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Dr Robert Hendricks Inc Employees Profit Sharing Plan in OH ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Fulton Family Enterprises, Inc. Profit Sharing Plan assets move in 2022? ▼
Fulton Family Enterprises, Inc. Profit Sharing Plan surged - up 36.7% during 2022, from $1M to $2M. Reported net income was $440K.
How have Fulton Family Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fulton Family Enterprises, Inc.'s sponsor-wide assets grew 14.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Fulton Family Enterprises, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dr Robert Hendricks Inc Employees Profit Sharing Plan in OH ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Fulton Family Enterprises, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 832962347.

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.