Defined Benefit (Pension) · DOL Form 5500 · 2024

Fulton Financial Corporation Pension Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
79
Participants Small participant base
89th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Fulton Financial Affiliates Defined Benefit Pension Plan · Sponsored by Fulton Financial Corporation · Pennsylvania · Finance & Insurance

$86M in assets, 79 participants

Fulton Financial Corporation's Fulton Financial Affiliates Defined Benefit Pension Plan reported $86M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,128 in Finance & Insurance (8,549 peers)

Where Fulton Financial Affiliates Defined Benefit Pension Plan sits by assets

Fulton Financial Affiliates Defined Benefit Pension Plan sits in the top quartile of all filed plans by assets, $86M for 79 participants (~$1.1M/participant), up 1.1% in 2024.

#7,128
in Finance & Insurance (8,549 peers)
+1.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Fulton Financial Affiliates Defined Benefit Pension Plan's outsized position by total assets

Fulton Financial Affiliates Defined Benefit Pension Plan vs every filed plan by assets

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

$85,594,954 Top 11% higher than 89% 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

Fulton Financial Affiliates Defined Benefit Pension 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. Fulton Financial Affiliates Defined Benefit Pension Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fulton Financial Affiliates Defined Benefit Pension Plan reported net income fell from $7M in the plan year 2023 filing to $873K in the plan year 2024 filing.
  • Fulton Financial Affiliates Defined Benefit Pension Plan reported participants fell from 88 in the plan year 2023 filing to 79 in the plan year 2024 filing.
  • Fulton Financial Affiliates Defined Benefit Pension Plan end-of-year assets rose from $85M in the plan year 2023 filing to $86M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232195389 · Fulton Financial Corporation PY 2024 · Defined Benefit (Pension)

Fulton Financial Affiliates Defined Benefit Pension Plan · $86M · 79 · 89th

  • VS-ST $86M
  • BOY 79
  • SCH 89th
  • EBSA Defined Benefit (Pension)
  • PART near American College of Surgeons Staff Members' Retirement Plan
  • TYPE ind #7128

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 Pennsylvania →

Fulton Financial Affiliates Defined Benefit Pension Plan in the asset neighbourhood

Laborers' District Council Pension Fund for BaltimLaborers' District Council P…$86MAmerican College of Surgeons Staff Members' Retirement PlanAmerican College of Surgeons…$86MFulton Financial Affiliates Defined Benefit Pension PlanFulton Financial Affiliates …$86MGermania Companies Employees Defined Benefit Pension PlanGermania Companies Employees…$86MSappi North America, Inc. Retirement Plan for Salaried EmployeesSappi North America, Inc. Re…$85M
End-of-year total assets ($M) among Fulton Financial Affiliates Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$86M
Net Income$873K
Employer EIN232195389
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fulton Financial Corporation)

Sponsor-wide plan assets over time

All Fulton Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$655M 28.371673002806947% vs 2022
2024 filing year
$450M$500M$550M$600M$650M$700M 202220232024 $510M $655M ▲ +28.4%
Year Plans Participants Total Assets
2022 2 3,278 $510M
2023 2 3,450 $590M
2024 2 3,540 $655M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Fulton Financial Affiliates Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Fulton Financial Affiliates Defined Benefit Pension Plan, Total assets ($B): 0.085594954 · Participants: 79Fulton Financial Affiliates Defined Benefit Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Fulton Financial Affiliates Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Fulton Financial Affiliates Defined Benefit Pension Plan side-by-side with 3 peers →

Fulton Financial Affiliates Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is American College of Surgeons Staff Members' Retirement Plan in IL ($86M); by covered participants it is The Steinway Musical Pension Plan in NY (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Fulton Financial Affiliates Defined Benefit Pension Plan assets move in 2024? ▼
Fulton Financial Affiliates Defined Benefit Pension Plan edged up modestly - up 1.1% during 2024, from $85M to $86M. Reported net income was $873K.
How have Fulton Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fulton Financial Corporation's sponsor-wide assets grew 28.4%, from $510M to $655M.
Where does Fulton Financial Affiliates Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Fulton Financial Affiliates Defined Benefit Pension Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Fulton Financial Affiliates Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American College of Surgeons Staff Members' Retirement Plan in IL ($86M, 345 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Fulton Financial Affiliates Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Steinway Musical Pension Plan in NY (79 participants, $61M 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 232195389.

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.