401(k) · DOL Form 5500 · 2022

Fulton Group NA, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
363
Participants Below avg headcount
88th
Percentile by assets National rank
$133,035
Avg per participant Near avg balance/head
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Official DOL plan name: Fulton Group NA 401(k) Plan · Sponsored by Fulton Group NA, Inc. · New York · Manufacturing

$48M in assets, 363 participants

Fulton Group NA, Inc.'s Fulton Group NA 401(k) Plan reported $48M in total assets and 363 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #16,885 in Manufacturing (20,602 peers)

Coverage in New York

Fulton Group NA 401(k) Plan covers 363 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $48M.

#16,885
in Manufacturing (20,602 peers)
-13.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fulton Group NA 401(k) Plan's outsized position by total assets

Fulton Group NA 401(k) Plan vs every filed plan by assets

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

$48,291,551 Top 12% higher than 88% 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 Group NA 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. Fulton Group NA 401(k) Plan sits mid-pack in the medium band (363 participants).

Published 5500 schedule card

Filing strip 201834107 · Fulton Group NA, Inc. PY 2022 · 401(k)

Fulton Group NA 401(k) Plan · $48M · 363 · 88th

  • EBSA $48M
  • EBSA 363
  • EBSA 88th
  • EBSA 401(k)
  • EBSA near Tower Hill Insurance Group, LLC 401(k) Plan
  • EBSA ind #16885

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 Manufacturing retirement plans → · Plans in New York →

Fulton Group NA 401(k) Plan in the asset neighbourhood

Weathertech Direct, LLC 401(k) PlanWeathertech Direct, LLC 401(…$48MFulton Group NA 401(k) Plan$48MTower Hill Insurance Group, LLC 401(k) PlanTower Hill Insurance Group, …$48MUSA Waste and Recycling, Inc. Master 401(k) Profit Sharing PlanUSA Waste and Recycling, Inc…$48MKhoros 401(k) Plan$48M
End-of-year total assets ($M) among Fulton Group NA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$48M
Net Income-$8M
Employer EIN201834107
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fulton Group NA, Inc.)

Sponsor-wide plan assets over time

All Fulton Group NA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 52.28760202794066% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $48.3M $73.5M ▲ +52.3%
Year Plans Participants Total Assets
2022 1 363 $48M
2023 1 397 $61M
2024 1 409 $74M

Nearby 401(k) Plans in New York

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

Fulton Group NA 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Fulton Group NA 401(k) Plan, Total assets ($B): 0.048291551 · Participants: 363Fulton Group NA 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Fulton Group NA 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Fulton Group NA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tower Hill Insurance Group, LLC 401(k) Plan in FL ($48M); by covered participants it is Reliable Parts, Inc. 401(k) Plan in TX (363 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (363 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 Fulton Group NA 401(k) Plan assets move in 2022?
Fulton Group NA 401(k) Plan pulled back noticeably - down 13.9% during 2022, from $56M to $48M. Reported net income was -$8M.
How have Fulton Group NA, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Fulton Group NA, Inc.'s sponsor-wide assets grew 52.3%, from $48M to $74M.
Where does Fulton Group NA 401(k) Plan rank by assets among Form 5500 filers?
Fulton Group NA 401(k) Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fulton Group NA 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Tower Hill Insurance Group, LLC 401(k) Plan in FL ($48M, 471 participants).
Which 401(k) plans cover a similar participant headcount to Fulton Group NA 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Reliable Parts, Inc. 401(k) Plan in TX (363 participants, $6M in assets).