401(k) · DOL Form 5500 · 2022

Carroll Fulmer Logistics Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
290
Participants Below avg headcount
55th
Percentile by assets National rank
$21,063
Avg per participant Low balance/head
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Official DOL plan name: Carroll Fulmer Logistics Corporation 401(k) Plan · Sponsored by Carroll Fulmer Logistics Corporation · Florida · Transportation & Warehousing

$6M in assets, 290 participants

Carroll Fulmer Logistics Corporation's Carroll Fulmer Logistics Corporation 401(k) Plan reported $6M in total assets and 290 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #2,225 in Transportation & Warehousing (3,876 peers)

Coverage in Florida

Carroll Fulmer Logistics Corporation 401(k) Plan covers 290 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#2,225
in Transportation & Warehousing (3,876 peers)
-4.7%
assets change YoY

The plan reported a net loss of $298K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carroll Fulmer Logistics Corporation 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Carroll Fulmer Logistics Corporation 401(k) Plan vs every filed plan by assets

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

$6,108,245 Top 45% higher than 55% 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

Carroll Fulmer Logistics Corporation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carroll Fulmer Logistics Corporation 401(k) Plan sits mid-pack in the medium band (290 participants).

EBSA filing schedule strip

Filing strip 010664729 · Carroll Fulmer Logistics Corporation PY 2022 · 401(k)

Carroll Fulmer Logistics Corporation 401(k) Plan · $6M · 290 · 55th

  • NET $6M
  • BOOK 290
  • VS-ST 55th
  • BOY 401(k)
  • SCH near Lcarc 401(k) Plan
  • EBSA ind #2225

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Carroll Fulmer Logistics Corporation 401(k) Plan in the asset neighbourhood

Carroll Fulmer Logistics Corporation 401(k) PlanCarroll Fulmer Logistics Cor…$6MLcarc 401(k) Plan$6MSanders Supply, Inc.401(k) PlanSanders Supply, Inc.401(k) P…$6MMagnum Drywall, Inc. 401(k) Profit Sharing PlanMagnum Drywall, Inc. 401(k) …$6MBode Cellmark Forensics, Inc. Retirement TrustBode Cellmark Forensics, Inc…$6M
End-of-year total assets ($M) among Carroll Fulmer Logistics Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$298K
Employer EIN010664729
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carroll Fulmer Logistics Corporation)

Sponsor-wide plan assets over time

All Carroll Fulmer Logistics Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 13.904386611866421% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.11M $6.96M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 290 $6M
2023 1 310 $7M
2024 1 265 $7M

Nearby 401(k) Plans in Florida

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

Carroll Fulmer Logistics Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Carroll Fulmer Logistics Corporation 401(k) Plan, Total assets ($B): 0.006108245 · Participants: 290Carroll Fulmer Logistics Corporation 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Carroll Fulmer Logistics Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Carroll Fulmer Logistics Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Lcarc 401(k) Plan in PA ($6M); by covered participants it is Arm Management Inc 401(k) Profit Sharing Plan & Trust in CA (290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Carroll Fulmer Logistics Corporation 401(k) Plan assets move in 2022?
Carroll Fulmer Logistics Corporation 401(k) Plan edged down modestly - down 4.7% during 2022, from $6M to $6M. Reported net income was -$298K.
How have Carroll Fulmer Logistics Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Carroll Fulmer Logistics Corporation's sponsor-wide assets grew 13.9%, from $6M to $7M.
Which 401(k) plans are similar in size to Carroll Fulmer Logistics Corporation 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Lcarc 401(k) Plan in PA ($6M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Fulmer Logistics Corporation 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Arm Management Inc 401(k) Profit Sharing Plan & Trust in CA (290 participants, $248K in assets).