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
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
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
Florida filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$298K |
| Employer EIN | 010664729 |
| Plan Effective Date | 2002-10-01 |
| Filing Status | FILING 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
| 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.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
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.
- Arm Management Inc 401(k) Profit Sharing Plan & Trust (CA) 290 · 0 off
- Mangan, Inc. 401(k) Profit Sharing Plan and Trust (CA) 290 · 0 off
- Vytex Corporation 401(k) Plan (MD) 290 · 0 off
- Dierbergs Markets, Inc. 401(k) Plan (MO) 290 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.