401(k) · DOL Form 5500 · 2023

Fulcrum Digital, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 72
Participants Small participant base: 34th
Percentile by assets National rank: $37,968
Avg per participant Low balance/head

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Official DOL plan name: Fulcrum Digital, Inc. 401(k) Plan · Sponsored by Fulcrum Digital, Inc. · New York · Professional & Technical Services

$3M in assets, 72 participants

Fulcrum Digital, Inc.'s Fulcrum Digital, Inc. 401(k) Plan reported $3M in total assets and 72 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.

#6,310 in Professional & Technical Services (20,321 peers)

Fulcrum Digital, Inc. multi-year trail

Fulcrum Digital, Inc.'s plans moved +78.8% in assets from 2022 to 2024; this filing shows Fulcrum Digital, Inc. 401(k) Plan at $3M / 72 participants.

#6,310
in Professional & Technical Services (20,321 peers): +40.5%
assets growth YoY

Fulcrum Digital, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Fulcrum Digital, Inc. 401(k) Plan vs every filed plan by assets

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

$2,733,724 34th percentile higher than 34% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Fulcrum Digital, Inc. 401(k) 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. Fulcrum Digital, Inc. 401(k) Plan is a small filing (72 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 271677129 · Fulcrum Digital, Inc. PY 2023 · 401(k)

Fulcrum Digital, Inc. 401(k) Plan · $3M · 72 · 34th

PART $3M
TYPE 72
NET 34th
BOOK 401(k)
VS-ST near Mhl LLC 401(k) Profit Sharing Plan & Trust
BOY ind #6310

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 →

End-of-year total assets ($M) among Fulcrum Digital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fulcrum Digital, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 78.75051734021578% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	89	$2M
2023	1	72	$3M
2024	1	65	$3M

Fulcrum Digital, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$789K
Employer EIN	271677129
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Fulcrum Digital, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Fulcrum Digital, Inc. 401(k) Plan side-by-side with 3 peers →

Fulcrum Digital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mhl LLC 401(k) Profit Sharing Plan & Trust in MA ($3M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Mhl LLC 401(k) Profit Sharing Plan & Trust (MA) $3M · 9
Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) $3M · 6
Axias, Inc. 401(k) Plan (VA) $3M · 36
Northbrook Energy, LLC 401(k) Savings & Retirement Plan (AZ) $3M · 27

Similar participant headcount

Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.

Gryphon Healthcare 401(k) Plan (TX) 72 · 0 off
Rodland Motor Company 401(k) Plan (WA) 72 · 0 off
Jones Energy, LLC Profit Sharing Plan (OK) 72 · 0 off
Alexza Pharmaceuticals, Inc. 401(k) Plan (CA) 72 · 0 off

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 Fulcrum Digital, Inc. 401(k) Plan assets move in 2023? ▼

Fulcrum Digital, Inc. 401(k) Plan surged - up 40.5% during 2023, from $2M to $3M. Reported net income was $789K.

How have Fulcrum Digital, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fulcrum Digital, Inc.'s sponsor-wide assets grew 78.8%, from $2M to $3M.

Which 401(k) plans are similar in size to Fulcrum Digital, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mhl LLC 401(k) Profit Sharing Plan & Trust in MA ($3M, 9 participants).

Which 401(k) plans cover a similar participant headcount to Fulcrum Digital, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gryphon Healthcare 401(k) Plan in TX (72 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 271677129.