Defined Benefit (Pension) · DOL Form 5500 · 2023

Fulton Savings Bank Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
60
Participants Small participant base
81st
Percentile by assets National rank
$553,225
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan of Fulton Savings Bank · Sponsored by Fulton Savings Bank · New York · Finance & Insurance

$33M in assets, 60 participants

Fulton Savings Bank's Retirement Plan of Fulton Savings Bank reported $33M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,240 in Finance & Insurance (8,869 peers)

Where Retirement Plan of Fulton Savings Bank sits by assets

Retirement Plan of Fulton Savings Bank sits in the top quartile of all filed plans by assets, $33M for 60 participants (~$553,225/participant), up 19.3% in 2023.

#6,240
in Finance & Insurance (8,869 peers)
+19.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Retirement Plan of Fulton Savings Bank's outsized position by total assets

Retirement Plan of Fulton Savings Bank vs every filed plan by assets

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

$33,193,487 Top 19% higher than 81% 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

Retirement Plan of Fulton Savings Bank among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of Fulton Savings Bank is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of Fulton Savings Bank reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Retirement Plan of Fulton Savings Bank end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Retirement Plan of Fulton Savings Bank reported participants fell from 64 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 150313410 · Fulton Savings Bank PY 2023 · Defined Benefit (Pension)

Retirement Plan of Fulton Savings Bank · $33M · 60 · 81st

  • TYPE $33M
  • NET 60
  • BOOK 81st
  • VS-ST Defined Benefit (Pension)
  • BOY near Burke & Herbert Bank & Trust Company Retirement Plan
  • SCH ind #6240

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 New York →

Retirement Plan of Fulton Savings Bank in the asset neighbourhood

Retirement Plan for Saint Peters University and St. Peters Prep SchoolRetirement Plan for Saint Pe…$33MPark Community Credit Union Cash Balance Defined Benefit Plan and TrustPark Community Credit Union …$33MRadio, Tv & Recording Arts Pension FundRadio, Tv & Recording Arts P…$33MRetirement Plan of Fulton Savings BankRetirement Plan of Fulton Sa…$33MBurke & Herbert Bank & Trust Company Retirement PlanBurke & Herbert Bank & Trust…$33M
End-of-year total assets ($M) among Retirement Plan of Fulton Savings Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN150313410
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fulton Savings Bank)

Sponsor-wide plan assets over time

All Fulton Savings Bank plans reported in each filing year

Latest sponsor-wide plan assets
$35M 26.63182911079936% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.8M $35.2M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 64 $28M
2023 1 60 $33M
2024 1 55 $35M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan of Fulton Savings Bank vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan of Fulton Savings Bank, Total assets ($B): 0.033193487 · Participants: 60Retirement Plan of Fulton Savings BankIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Retirement Plan of Fulton Savings Bank vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan of Fulton Savings Bank side-by-side with 3 peers →

Retirement Plan of Fulton Savings Bank's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Burke & Herbert Bank & Trust Company Retirement Plan in VA ($33M); by covered participants it is Me West Castings Pension Plan for Tempe Bargaining Unit Employees in MN (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Retirement Plan of Fulton Savings Bank assets move in 2023? ▼
Retirement Plan of Fulton Savings Bank grew sharply - up 19.3% during 2023, from $28M to $33M. Reported net income was $5M.
How have Fulton Savings Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fulton Savings Bank's sponsor-wide assets grew 26.6%, from $28M to $35M.
Where does Retirement Plan of Fulton Savings Bank rank by assets among Form 5500 filers? ▼
Retirement Plan of Fulton Savings Bank ranks in the 81st 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan of Fulton Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Burke & Herbert Bank & Trust Company Retirement Plan in VA ($33M, 70 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of Fulton Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Me West Castings Pension Plan for Tempe Bargaining Unit Employees in MN (60 participants, $5M 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 150313410.

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.