Profit Sharing · DOL Form 5500 · 2024

Fulton Family Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$941,246
Avg per participant High balance/head
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Official DOL plan name: Fulton Family Enterprises, Inc. Profit Sharing Plan · Sponsored by Fulton Family Enterprises, Inc. · Oregon · Retail Trade

$2M in assets, 2 participants

Fulton Family Enterprises, Inc.'s Fulton Family Enterprises, Inc. Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #3,337 in Retail Trade (8,048 peers)

Fulton Family Enterprises, Inc. multi-year trail

Fulton Family Enterprises, Inc.'s plans moved +14.8% in assets from 2022 to 2024; this filing shows Fulton Family Enterprises, Inc. Profit Sharing Plan at $2M / 2 participants.

#3,337
in Retail Trade (8,048 peers)
+14.6%
assets growth YoY

Fulton Family Enterprises, Inc. Profit Sharing Plan among the smaller filed plans by assets

Fulton Family Enterprises, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,882,492 29th percentile higher than 29% 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 Family Enterprises, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fulton Family Enterprises, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fulton Family Enterprises, Inc. Profit Sharing Plan reported net income rose from $4K in the plan year 2023 filing to $240K in the plan year 2024 filing.
  • Fulton Family Enterprises, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 832962347 · Fulton Family Enterprises, Inc. PY 2024 · Profit Sharing

Fulton Family Enterprises, Inc. Profit Sharing Plan · $2M · 2 · 29th

  • RANK $2M
  • RANK 2
  • RANK 29th
  • RANK Profit Sharing
  • RANK near Freidberg Corporation Profit Sharing Plan
  • RANK ind #3337

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 Retail Trade retirement plans → · Plans in Oregon →

Fulton Family Enterprises, Inc. Profit Sharing Plan in the asset neighbourhood

Fulton Family Enterprises, Inc. Profit Sharing PlanFulton Family Enterprises, I…$2MFreidberg Corporation Profit Sharing PlanFreidberg Corporation Profit…$2MDanz Inc Profit Sharing Plan$2MMetro Bookkeeping Service, Inc. Employees Profit Sharing Plan & TrustMetro Bookkeeping Service, I…$2MJames a Vitale O.D. Ltd. Profit Sharing PlanJames a Vitale O.D. Ltd. Pro…$2M
End-of-year total assets ($M) among Fulton Family Enterprises, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Fulton Family Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fulton Family Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.842958830835757% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M 202220232024 $1.64M $1.88M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Fulton Family Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$240K
Employer EIN832962347
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Fulton Family Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Fulton Family Enterprises, Inc. Profit Sharing Plan, Total assets ($M): 1.882492 · Participants: 2Fulton Family Enterprises, Inc. Profit Sharing PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 865.392707 · Participants: 5738Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 817.192113 · Participants: 12025Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 211.941238 · Participants: 730Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 190.881902 · Participants: 634The Hoffman Employee Retirement Income PlanTuality Healthcare Performance Retirement Plan - 403(b), Total assets ($M): 120.429421 · Participants: 1263Tuality Healthcare Performance Retirement Plan - 403(b)
Fulton Family Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare Fulton Family Enterprises, Inc. Profit Sharing Plan side-by-side with 3 peers →

Fulton Family Enterprises, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Freidberg Corporation Profit Sharing Plan in CA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Family Enterprises, Inc. Profit Sharing Plan assets move in 2024? ▼
Fulton Family Enterprises, Inc. Profit Sharing Plan grew at a solid clip - up 14.6% during 2024, from $2M to $2M. Reported net income was $240K.
How have Fulton Family Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fulton Family Enterprises, Inc.'s sponsor-wide assets grew 14.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Fulton Family Enterprises, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Freidberg Corporation Profit Sharing Plan in CA ($2M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Fulton Family Enterprises, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 832962347.

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.