Defined Benefit (Pension) · DOL Form 5500 · 2023

Fulton Financial Corporation Pension Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
88
Participants Small participant base
90th
Percentile by assets National rank
$962,033
Avg per participant High balance/head
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Official DOL plan name: Fulton Financial Affiliates Defined Benefit Pension Plan · Sponsored by Fulton Financial Corporation · Pennsylvania · Finance & Insurance

$85M in assets, 88 participants

Fulton Financial Corporation's Fulton Financial Affiliates Defined Benefit Pension Plan reported $85M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,525 in Finance & Insurance (8,869 peers)

Where Fulton Financial Affiliates Defined Benefit Pension Plan sits by assets

Fulton Financial Affiliates Defined Benefit Pension Plan sits in the top 10% of all filed plans by assets, $85M for 88 participants (~$962,033/participant), up 8.3% in 2023.

#7,525
in Finance & Insurance (8,869 peers)
+8.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Fulton Financial Affiliates Defined Benefit Pension Plan's outsized position by total assets

Fulton Financial Affiliates Defined Benefit Pension Plan vs every filed plan by assets

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

$84,658,929 Top 10% higher than 90% 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

Fulton Financial Affiliates Defined Benefit Pension 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. Fulton Financial Affiliates Defined Benefit Pension Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fulton Financial Affiliates Defined Benefit Pension Plan reported net income rose from -$16M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Fulton Financial Affiliates Defined Benefit Pension Plan end-of-year assets rose from $78M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • Fulton Financial Affiliates Defined Benefit Pension Plan reported participants fell from 96 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232195389 · Fulton Financial Corporation PY 2023 · Defined Benefit (Pension)

Fulton Financial Affiliates Defined Benefit Pension Plan · $85M · 88 · 90th

  • TYPE $85M
  • NET 88
  • BOOK 90th
  • VS-ST Defined Benefit (Pension)
  • BOY near Tompkins Financial Corporation Retirement Plan
  • SCH ind #7525

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 Pennsylvania →

Fulton Financial Affiliates Defined Benefit Pension Plan in the asset neighbourhood

Pension Plan for Nylon EmployeesPension Plan for Nylon Emplo…$85MFulton Financial Affiliates Defined Benefit Pension PlanFulton Financial Affiliates …$85MTompkins Financial Corporation Retirement PlanTompkins Financial Corporati…$85MIntrust Financial Corporation Employees' Retirement PlanIntrust Financial Corporatio…$85MRetirement Plan for Employees of Associated Milk Producers, Inc.Retirement Plan for Employee…$85M
End-of-year total assets ($M) among Fulton Financial Affiliates Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$85M
Net Income$7M
Employer EIN232195389
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fulton Financial Corporation)

Sponsor-wide plan assets over time

All Fulton Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$655M 28.371673002806947% vs 2022
2024 filing year
$450M$500M$550M$600M$650M$700M 202220232024 $510M $655M ▲ +28.4%
Year Plans Participants Total Assets
2022 2 3,278 $510M
2023 2 3,450 $590M
2024 2 3,540 $655M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Fulton Financial Affiliates Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Fulton Financial Affiliates Defined Benefit Pension Plan, Total assets ($B): 0.084658929 · Participants: 88Fulton Financial Affiliates Defined Benefit Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Fulton Financial Affiliates Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Fulton Financial Affiliates Defined Benefit Pension Plan side-by-side with 3 peers →

Fulton Financial Affiliates Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Tompkins Financial Corporation Retirement Plan in NY ($85M); by covered participants it is Isabella Bank Corporation Employee Retirement Plan in MI (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Fulton Financial Affiliates Defined Benefit Pension Plan assets move in 2023? ▼
Fulton Financial Affiliates Defined Benefit Pension Plan grew at a solid clip - up 8.3% during 2023, from $78M to $85M. Reported net income was $7M.
How have Fulton Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fulton Financial Corporation's sponsor-wide assets grew 28.4%, from $510M to $655M.
Where does Fulton Financial Affiliates Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Fulton Financial Affiliates Defined Benefit Pension Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Fulton Financial Affiliates Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tompkins Financial Corporation Retirement Plan in NY ($85M, 262 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Fulton Financial Affiliates Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Isabella Bank Corporation Employee Retirement Plan in MI (88 participants, $7M 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 232195389.

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.