Other
2022 plan-year Other DOL Form 5500

Act Fulfillment, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Act Fulfillment, Inc. · California · Transportation & Warehousing

What the 2023 filing shows

Act Fulfillment, Inc. Employee Stock Ownership Plan holds $7M for 152 participants — about $48,345 per participant, up 46.3% over the 2022 plan year.

$7M
total plan assets (2022 EOY)
152
covered participants
$48,345
avg assets per participant
+46.3%
assets growth YoY
Total Assets (2023)
$7M
Participants
152
State
Industry
Transportation & Warehousing

What the Filing Says About Act Fulfillment, Inc. Employee Stock Ownership Plan

Act Fulfillment, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Act Fulfillment, Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 152 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 453809718, and the plan has been effective since 2012-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2022 to $7M at year-end — a gain of 46.3%. Net assets (after liabilities) closed the year at $3M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$7M
Net Assets (End of Year)$3M
Net Income$3M
Plan TypeOther
Employer EIN453809718
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Act Fulfillment, Inc.)

Year Plans Participants Total Assets
2022 2 336 $9M
2023 1 179 $10M
2024 1 210 $11M

Nearby Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Act Fulfillment, Inc. Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Act Fulfillment, Inc. Employee Stock Ownership Plan holds $7M in total assets with 152 participants. It is sponsored by Act Fulfillment, Inc..
What type of plan is Act Fulfillment, Inc. Employee Stock Ownership Plan?
Act Fulfillment, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2012-01-01. The plan is filed with the U.S. Department of Labor under EIN 453809718.
Who sponsors the Act Fulfillment, Inc. Employee Stock Ownership Plan?
Act Fulfillment, Inc. Employee Stock Ownership Plan is sponsored by Act Fulfillment, Inc., located in California. The sponsor's EIN is 453809718 and the plan operates in the Transportation & Warehousing industry.
How did Act Fulfillment, Inc. Employee Stock Ownership Plan perform in 2022?
Act Fulfillment, Inc. Employee Stock Ownership Plan grew by 46.3% during 2022, moving from $5M to $7M in total assets. Net income was $3M.
Where can I find official filings for Act Fulfillment, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Act Fulfillment, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 453809718 or plan name at efast.dol.gov.
How does Act Fulfillment, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Act Fulfillment, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 453809718.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.