401(k) · DOL Form 5500 · 2024

Fulcrum Analytics, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
42nd
Percentile by assets National rank
$455,406
Avg per participant High balance/head
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Official DOL plan name: Fulcrum Analytics, Inc. · Sponsored by Fulcrum Analytics, Inc. · New York · Professional & Technical Services

$5M in assets, 11 participants

Fulcrum Analytics, Inc.'s Fulcrum Analytics, Inc. reported $5M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,973 in Professional & Technical Services (20,173 peers)

Fulcrum Analytics, Inc. multi-year trail

Fulcrum Analytics, Inc.'s plans moved +22.2% in assets from 2022 to 2024; this filing shows Fulcrum Analytics, Inc. at $5M / 11 participants.

#7,973
in Professional & Technical Services (20,173 peers)
+18.5%
assets growth YoY

Fulcrum Analytics, Inc.'s mid-pack asset rank among Professional & Technical Services and all filers

Fulcrum Analytics, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,009,469 42nd percentile higher than 42% 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

Fulcrum Analytics, Inc. among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fulcrum Analytics, Inc. is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fulcrum Analytics, Inc. reported net income rose from $129K in the plan year 2023 filing to $781K in the plan year 2024 filing.
  • Fulcrum Analytics, Inc. end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Fulcrum Analytics, Inc. reported participants fell from 13 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 473755575 · Fulcrum Analytics, Inc. PY 2024 · 401(k)

Fulcrum Analytics, Inc. · $5M · 11 · 42nd

  • SCH $5M
  • EBSA 11
  • PART 42nd
  • TYPE 401(k)
  • NET near Lincoln and Team Logistics Retirement Plan
  • BOOK ind #7973

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 →

Fulcrum Analytics, Inc. in the asset neighbourhood

Fulcrum Analytics, Inc.$5MLincoln and Team Logistics Retirement PlanLincoln and Team Logistics R…$5MColavria 401(k) Retirement PlanColavria 401(k) Retirement P…$5MMax Motors 401(k) Plan$5MNeurocare, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among Fulcrum Analytics, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fulcrum Analytics, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fulcrum Analytics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.188816611244953% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.1M $5.01M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 13 $4M
2023 1 13 $4M
2024 1 11 $5M

Fulcrum Analytics, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$781K
Employer EIN473755575
Plan Effective Date2019-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Fulcrum Analytics, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fulcrum Analytics, Inc., Total assets ($B): 0.005009469 · Participants: 11Fulcrum Analytics, Inc.IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Fulcrum Analytics, Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fulcrum Analytics, Inc. side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Lincoln and Team Logistics Retirement Plan in SC ($5M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Fulcrum Analytics, Inc. assets move in 2024? ▼
Fulcrum Analytics, Inc. grew sharply - up 18.5% during 2024, from $4M to $5M. Reported net income was $781K.
How have Fulcrum Analytics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fulcrum Analytics, Inc.'s sponsor-wide assets grew 22.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Fulcrum Analytics, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Lincoln and Team Logistics Retirement Plan in SC ($5M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Fulcrum Analytics, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 473755575.

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.