401(k) · DOL Form 5500 · 2022
Fulcrum Analytics, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $315,367
- Avg per participant High balance/head
Official DOL plan name: Fulcrum Analytics, Inc. · Sponsored by Fulcrum Analytics, Inc. · New York · Professional & Technical Services
$4M in assets, 13 participants
Fulcrum Analytics, Inc.'s Fulcrum Analytics, Inc. reported $4M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #9,505 in Professional & Technical Services (21,562 peers)
Fulcrum Analytics, Inc. multi-year trail
Fulcrum Analytics, Inc.'s plans moved +22.2% in assets from 2022 to 2024; this filing shows Fulcrum Analytics, Inc. at $4M / 13 participants.
- #9,505
- in Professional & Technical Services (21,562 peers)
- -29.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fulcrum Analytics, Inc.'s mid-pack asset rank among Professional & Technical Services and all filers
Fulcrum Analytics, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,099,777 46th percentile higher than 46% 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
Fulcrum Analytics, Inc. among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fulcrum Analytics, Inc. is a small filing (13 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 473755575 · Fulcrum Analytics, Inc. PY 2022 · 401(k)
Fulcrum Analytics, Inc. · $4M · 13 · 46th
- 5500 $4M
- 5500 13
- 5500 46th
- 5500 401(k)
- 5500 near Little Joe's Autos 401(k) Profit Sharing Plan
- 5500 ind #9505
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 Professional & Technical Services retirement plans → · Plans in New York →
Fulcrum Analytics, Inc. in the asset neighbourhood
Fulcrum Analytics, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Fulcrum Analytics, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 22.188816611244953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $4M |
| 2023 | 1 | 13 | $4M |
| 2024 | 1 | 11 | $5M |
Fulcrum Analytics, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 473755575 |
| Plan Effective Date | 2019-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Fulcrum Analytics, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Little Joe's Autos 401(k) Profit Sharing Plan in VA ($4M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 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.