401(k) · DOL Form 5500 · 2023

Carroll Fulmer Logistics Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
310
Participants Below avg headcount
50th
Percentile by assets National rank
$21,953
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carroll Fulmer Logistics Corporation 401(k) Plan · Sponsored by Carroll Fulmer Logistics Corporation · Florida · Transportation & Warehousing

$7M in assets, 310 participants

Carroll Fulmer Logistics Corporation's Carroll Fulmer Logistics Corporation 401(k) Plan reported $7M in total assets and 310 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,711 in Transportation & Warehousing (3,362 peers)

Coverage in Florida

Carroll Fulmer Logistics Corporation 401(k) Plan covers 310 participants in Florida, about 49% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#1,711
in Transportation & Warehousing (3,362 peers)
+11.4%
assets growth YoY

Carroll Fulmer Logistics Corporation 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Carroll Fulmer Logistics Corporation 401(k) Plan vs every filed plan by assets

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

$6,805,308 Top 50% higher than 50% 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

Carroll Fulmer Logistics Corporation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carroll Fulmer Logistics Corporation 401(k) Plan sits mid-pack in the medium band (310 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carroll Fulmer Logistics Corporation 401(k) Plan reported net income rose from -$298K in the plan year 2022 filing to $697K in the plan year 2023 filing.
  • Carroll Fulmer Logistics Corporation 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Carroll Fulmer Logistics Corporation 401(k) Plan reported participants rose from 290 in the plan year 2022 filing to 310 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010664729 · Carroll Fulmer Logistics Corporation PY 2023 · 401(k)

Carroll Fulmer Logistics Corporation 401(k) Plan · $7M · 310 · 50th

  • 5500 $7M
  • 5500 310
  • 5500 50th
  • 5500 401(k)
  • 5500 near Hanson & Ryan Inc. Profit Sharing Plan
  • 5500 ind #1711

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Carroll Fulmer Logistics Corporation 401(k) Plan in the asset neighbourhood

Carroll Fulmer Logistics Corporation 401(k) PlanCarroll Fulmer Logistics Cor…$7MHanson & Ryan Inc. Profit Sharing PlanHanson & Ryan Inc. Profit Sh…$7MMission1st Group Inc 401(k) Profit Sharing Plan and TrustMission1st Group Inc 401(k) …$7MHour Media, LLC 401(k) Retirement PlanHour Media, LLC 401(k) Retir…$7MLtc Roll & Engineering Co. Ees' Savings PlanLtc Roll & Engineering Co. E…$7M
End-of-year total assets ($M) among Carroll Fulmer Logistics Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$697K
Employer EIN010664729
Plan Effective Date2002-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carroll Fulmer Logistics Corporation)

Sponsor-wide plan assets over time

All Carroll Fulmer Logistics Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 13.904386611866421% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.11M $6.96M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 290 $6M
2023 1 310 $7M
2024 1 265 $7M

Nearby 401(k) Plans in Florida

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

Carroll Fulmer Logistics Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Carroll Fulmer Logistics Corporation 401(k) Plan, Total assets ($B): 0.006805308 · Participants: 310Carroll Fulmer Logistics Corporation 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Carroll Fulmer Logistics Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Carroll Fulmer Logistics Corporation 401(k) Plan side-by-side with 3 peers →

Carroll Fulmer Logistics Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Hanson & Ryan Inc. Profit Sharing Plan in NJ ($7M); by covered participants it is Murphy Employee Profit Sharing and 401(k) Plan in MO (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Carroll Fulmer Logistics Corporation 401(k) Plan assets move in 2023? ▼
Carroll Fulmer Logistics Corporation 401(k) Plan grew at a solid clip - up 11.4% during 2023, from $6M to $7M. Reported net income was $697K.
How have Carroll Fulmer Logistics Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll Fulmer Logistics Corporation's sponsor-wide assets grew 13.9%, from $6M to $7M.
Which 401(k) plans are similar in size to Carroll Fulmer Logistics Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hanson & Ryan Inc. Profit Sharing Plan in NJ ($7M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Fulmer Logistics Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Murphy Employee Profit Sharing and 401(k) Plan in MO (310 participants, $67M 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 010664729.

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.