401(k) · DOL Form 5500 · 2024

Fulcro Insurance, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
82
Participants Small participant base
35th
Percentile by assets National rank
$38,273
Avg per participant Low balance/head
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Official DOL plan name: Fulcro Insurance, Inc. 1165(e) Retirement Plan · Sponsored by Fulcro Insurance, Inc. · Puerto Rico · Finance & Insurance

$3M in assets, 82 participants

Fulcro Insurance, Inc.'s Fulcro Insurance, Inc. 1165(e) Retirement Plan reported $3M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,935 in Finance & Insurance (8,549 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 / 82 participants.

#1,935
in Finance & Insurance (8,549 peers)
+18.4%
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 2024 · DOL Form 5500

$3,138,407 35th percentile higher than 35% of 123,620 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 2024

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

Plan-year 2024 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 (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fulcro Insurance, Inc. 1165(e) Retirement Plan reported participants rose from 56 in the plan year 2023 filing to 82 in the plan year 2024 filing.
  • Fulcro Insurance, Inc. 1165(e) Retirement Plan reported net income fell from $652K in the plan year 2023 filing to $487K in the plan year 2024 filing.
  • Fulcro Insurance, Inc. 1165(e) Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660386857 · Fulcro Insurance, Inc. PY 2024 · 401(k)

Fulcro Insurance, Inc. 1165(e) Retirement Plan · $3M · 82 · 35th

  • SCH $3M
  • EBSA 82
  • PART 35th
  • TYPE 401(k)
  • NET near Mount Vernon Bank Employee Stock Ownership Plan
  • BOOK ind #1935

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(…$3MMount Vernon Bank Employee Stock Ownership PlanMount Vernon Bank Employee S…$3MHodges Management Company, Inc. Employee 401(k) Retirement PlanHodges Management Company, I…$3MSeraplex, Inc. 401(k) Profit Sharing PlanSeraplex, Inc. 401(k) Profit…$3MLee Construction Group 401(k) Retirement PlanLee Construction Group 401(k…$3M
End-of-year total assets ($M) among Fulcro Insurance, Inc. 1165(e) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$487K
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. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Fulcro Insurance, Inc. 1165(e) Retirement Plan, Total assets ($M): 3.138407 · Participants: 82Fulcro Insurance, Inc. 1165(e) Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.418432 · Participants: 88Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 231.602491 · Participants: 542Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 199.102479 · Participants: 1552Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 170.397343 · Participants: 942Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 164.421743 · Participants: 2826Firstbank 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 Mount Vernon Bank Employee Stock Ownership Plan in GA ($3M); by covered participants it is Alliance Commercial Cleaning I 401(k) Profit Sharing Plan & Trust in NJ (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Fulcro Insurance, Inc. 1165(e) Retirement Plan grew sharply - up 18.4% during 2024, from $3M to $3M. Reported net income was $487K.
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 Mount Vernon Bank Employee Stock Ownership Plan in GA ($3M, 41 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 Alliance Commercial Cleaning I 401(k) Profit Sharing Plan & Trust in NJ (82 participants, $744K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.