401(k) · DOL Form 5500 · 2023

Fulton Group NA, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
397
Participants Below avg headcount
87th
Percentile by assets National rank
$154,371
Avg per participant Above avg balance/head
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Official DOL plan name: Fulton Group NA 401(k) Plan · Sponsored by Fulton Group NA, Inc. · New York · Manufacturing

$61M in assets, 397 participants

Fulton Group NA, Inc.'s Fulton Group NA 401(k) Plan reported $61M in total assets and 397 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,277 in Manufacturing (18,722 peers)

Coverage in New York

Fulton Group NA 401(k) Plan covers 397 participants in New York, about 50% of the average New York filer (state average ~798 per filing). Assets: $61M.

#15,277
in Manufacturing (18,722 peers)
+26.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Fulton Group NA 401(k) Plan's outsized position by total assets

Fulton Group NA 401(k) Plan vs every filed plan by assets

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

$61,285,474 Top 13% higher than 87% 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 Group NA 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. Fulton Group NA 401(k) Plan sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fulton Group NA 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Fulton Group NA 401(k) Plan end-of-year assets rose from $48M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Fulton Group NA 401(k) Plan reported participants rose from 363 in the plan year 2022 filing to 397 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201834107 · Fulton Group NA, Inc. PY 2023 · 401(k)

Fulton Group NA 401(k) Plan · $61M · 397 · 87th

  • IND $61M
  • EOY 397
  • 5500 87th
  • ASSETS 401(k)
  • PCT near Polymer Enterprises, Inc. Retirement Savings Plan
  • EIN ind #15277

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 Manufacturing retirement plans → · Plans in New York →

Fulton Group NA 401(k) Plan in the asset neighbourhood

Fulton Group NA 401(k) Plan$61MPolymer Enterprises, Inc. Retirement Savings PlanPolymer Enterprises, Inc. Re…$61MOpendoor Labs Inc. 401(k) Profit Sharing PlanOpendoor Labs Inc. 401(k) Pr…$61MBirmingham Radiological Group, P.C. 401(k) Profit Sharing PlanBirmingham Radiological Grou…$61MLipari Foods 401(k) Profit Sharing PlanLipari Foods 401(k) Profit S…$61M
End-of-year total assets ($M) among Fulton Group NA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$61M
Net Income$13M
Employer EIN201834107
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fulton Group NA, Inc.)

Sponsor-wide plan assets over time

All Fulton Group NA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 52.28760202794066% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $48.3M $73.5M ▲ +52.3%
Year Plans Participants Total Assets
2022 1 363 $48M
2023 1 397 $61M
2024 1 409 $74M

Nearby 401(k) Plans in New York

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

Fulton Group NA 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fulton Group NA 401(k) Plan, Total assets ($B): 0.061285474 · Participants: 397Fulton Group NA 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Fulton Group NA 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fulton Group NA 401(k) Plan side-by-side with 3 peers →

Fulton Group NA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Polymer Enterprises, Inc. Retirement Savings Plan in PA ($61M); by covered participants it is Yesler, Inc 401(k) Plan in WA (397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Group NA 401(k) Plan assets move in 2023? ▼
Fulton Group NA 401(k) Plan grew sharply - up 26.9% during 2023, from $48M to $61M. Reported net income was $13M.
How have Fulton Group NA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fulton Group NA, Inc.'s sponsor-wide assets grew 52.3%, from $48M to $74M.
Where does Fulton Group NA 401(k) Plan rank by assets among Form 5500 filers? ▼
Fulton Group NA 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fulton Group NA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Polymer Enterprises, Inc. Retirement Savings Plan in PA ($61M, 584 participants).
Which 401(k) plans cover a similar participant headcount to Fulton Group NA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yesler, Inc 401(k) Plan in WA (397 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 201834107.

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.