401(k) · DOL Form 5500 · 2023

Fulcro Insurance, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
56
Participants Small participant base
34th
Percentile by assets National rank
$47,345
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fulcro Insurance, Inc. 1165(e) Retirement Plan · Sponsored by Fulcro Insurance, Inc. · Puerto Rico · Finance & Insurance

$3M in assets, 56 participants

Fulcro Insurance, Inc.'s Fulcro Insurance, Inc. 1165(e) Retirement Plan reported $3M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,091 in Finance & Insurance (8,869 peers)

Fulcro Insurance, Inc. multi-year trail

Fulcro Insurance, Inc.'s plans moved +57.0% in assets from 2022 to 2024; this filing shows Fulcro Insurance, Inc. 1165(e) Retirement Plan at $3M / 56 participants.

#2,091
in Finance & Insurance (8,869 peers)
+32.6%
assets growth YoY

Fulcro Insurance, Inc. 1165(e) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Fulcro Insurance, Inc. 1165(e) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,651,333 34th percentile higher than 34% of 127,068 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 2023

Fulcro Insurance, Inc. 1165(e) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fulcro Insurance, Inc. 1165(e) Retirement Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fulcro Insurance, Inc. 1165(e) Retirement Plan reported net income rose from -$132K in the plan year 2022 filing to $652K in the plan year 2023 filing.
  • Fulcro Insurance, Inc. 1165(e) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Fulcro Insurance, Inc. 1165(e) Retirement Plan reported participants rose from 50 in the plan year 2022 filing to 56 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660386857 · Fulcro Insurance, Inc. PY 2023 · 401(k)

Fulcro Insurance, Inc. 1165(e) Retirement Plan · $3M · 56 · 34th

  • VS-ST $3M
  • BOY 56
  • SCH 34th
  • EBSA 401(k)
  • PART near Johnstone Enterprises, Ltd 401(k) Profit Sharing Plan
  • TYPE ind #2091

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Fulcro Insurance, Inc. 1165(e) Retirement Plan in the asset neighbourhood

Fulcro Insurance, Inc. 1165(e) Retirement PlanFulcro Insurance, Inc. 1165(…$3MJohnstone Enterprises, Ltd 401(k) Profit Sharing PlanJohnstone Enterprises, Ltd 4…$3MNcs 401(k) Plan$3MInternational Radio and Television Society Foundation, Inc. 401(k) PlanInternational Radio and Tele…$3MSdc Group 401(k) Plan$3M
End-of-year total assets ($M) among Fulcro Insurance, Inc. 1165(e) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fulcro Insurance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fulcro Insurance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 57.01000271154829% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2M $3.14M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 50 $2M
2023 1 56 $3M
2024 1 82 $3M

Fulcro Insurance, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$652K
Employer EIN660386857
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Fulcro Insurance, Inc. 1165(e) Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Fulcro Insurance, Inc. 1165(e) Retirement Plan, Total assets ($M): 2.651333 · Participants: 56Fulcro Insurance, Inc. 1165(e) Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Fulcro Insurance, Inc. 1165(e) Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Fulcro Insurance, Inc. 1165(e) Retirement Plan side-by-side with 3 peers →

Fulcro Insurance, Inc. 1165(e) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Johnstone Enterprises, Ltd 401(k) Profit Sharing Plan in NH ($3M); by covered participants it is Specialty Steak Service Retirement Plan in PA (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fulcro Insurance, Inc. 1165(e) Retirement Plan assets move in 2023? ▼
Fulcro Insurance, Inc. 1165(e) Retirement Plan surged - up 32.6% during 2023, from $2M to $3M. Reported net income was $652K.
How have Fulcro Insurance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fulcro Insurance, Inc.'s sponsor-wide assets grew 57.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Fulcro Insurance, Inc. 1165(e) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johnstone Enterprises, Ltd 401(k) Profit Sharing Plan in NH ($3M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Fulcro Insurance, Inc. 1165(e) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialty Steak Service Retirement Plan in PA (56 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660386857.

Read our methodology - how this data is sourced, computed, and verified.

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