401(k) · DOL Form 5500 · 2024

Carroll Fulmer Logistics Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
265
Participants Below avg headcount
48th
Percentile by assets National rank
$26,255
Avg per participant Low balance/head
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Official DOL plan name: Carroll Fulmer Logistics Corporation 401(k) Plan · Sponsored by Carroll Fulmer Logistics Corporation · Florida · Transportation & Warehousing

$7M in assets, 265 participants

Carroll Fulmer Logistics Corporation's Carroll Fulmer Logistics Corporation 401(k) Plan reported $7M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,627 in Transportation & Warehousing (3,299 peers)

Coverage in Florida

Carroll Fulmer Logistics Corporation 401(k) Plan covers 265 participants in Florida, about 42% of the average Florida filer (state average ~628 per filing). Assets: $7M.

#1,627
in Transportation & Warehousing (3,299 peers)
+2.2%
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 2024 · DOL Form 5500

$6,957,559 48th percentile higher than 48% 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

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

Plan-year 2024 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 (265 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carroll Fulmer Logistics Corporation 401(k) Plan reported net income fell from $697K in the plan year 2023 filing to $152K in the plan year 2024 filing.
  • Carroll Fulmer Logistics Corporation 401(k) Plan reported participants fell from 310 in the plan year 2023 filing to 265 in the plan year 2024 filing.
  • Carroll Fulmer Logistics Corporation 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 010664729 · Carroll Fulmer Logistics Corporation PY 2024 · 401(k)

Carroll Fulmer Logistics Corporation 401(k) Plan · $7M · 265 · 48th

  • EOY $7M
  • 5500 265
  • ASSETS 48th
  • PCT 401(k)
  • EIN near Superior Transportation Associates, Inc. 401(k) Profit Sharing Plan
  • RANK ind #1627

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…$7MSuperior Transportation Associates, Inc. 401(k) Profit Sharing PlanSuperior Transportation Asso…$7MMegaport (USA), Inc. Retirement TrustMegaport (USA), Inc. Retirem…$7MFc Tucker Emge 401(k) Plan$7MBill Alexander Automotive Group 401(k) Profit Sharing PlanBill Alexander Automotive Gr…$7M
End-of-year total assets ($M) among Carroll Fulmer Logistics Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$152K
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): 0.006957559 · Participants: 265Carroll Fulmer Logistics Corporation 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings 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 Superior Transportation Associates, Inc. 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Carroll Fulmer Logistics Corporation 401(k) Plan assets move in 2024? ▼
Carroll Fulmer Logistics Corporation 401(k) Plan edged up modestly - up 2.2% during 2024, from $7M to $7M. Reported net income was $152K.
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 Superior Transportation Associates, Inc. 401(k) Profit Sharing Plan in CA ($7M, 160 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 Territorial Savings Bank 401(k) Plan in HI (265 participants, $29M 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 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.