401(k) · DOL Form 5500 · 2024

Fulton Group NA, Inc. 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
409
Participants Below avg headcount
88th
Percentile by assets National rank
$179,809
Avg per participant Above avg balance/head
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Official DOL plan name: Fulton Group NA 401(k) Plan · Sponsored by Fulton Group NA, Inc. · New York · Manufacturing

$74M in assets, 409 participants

Fulton Group NA, Inc.'s Fulton Group NA 401(k) Plan reported $74M in total assets and 409 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #14,671 in Manufacturing (17,777 peers)

Where Fulton Group NA 401(k) Plan sits by assets

Fulton Group NA 401(k) Plan sits in the top quartile of all filed plans by assets, $74M for 409 participants (~$179,809/participant), up 20.0% in 2024.

#14,671
in Manufacturing (17,777 peers)
+20.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Fulton Group NA 401(k) Plan's outsized position by total assets

Fulton Group NA 401(k) Plan vs every filed plan by assets

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

$73,542,045 Top 12% higher than 88% 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 Group NA 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. Fulton Group NA 401(k) Plan sits mid-pack in the medium band (409 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fulton Group NA 401(k) Plan end-of-year assets rose from $61M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Fulton Group NA 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Fulton Group NA 401(k) Plan reported participants rose from 397 in the plan year 2023 filing to 409 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 201834107 · Fulton Group NA, Inc. PY 2024 · 401(k)

Fulton Group NA 401(k) Plan · $74M · 409 · 88th

  • SCH $74M
  • SCH 409
  • SCH 88th
  • SCH 401(k)
  • SCH near The Hersha Hospitality Management 401(k) Plan
  • SCH ind #14671

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 Manufacturing retirement plans → · Plans in New York →

Fulton Group NA 401(k) Plan in the asset neighbourhood

Slocum Orthopedics, P.C. 401(k) Profit Sharing PlanSlocum Orthopedics, P.C. 401…$74MFulton Group NA 401(k) Plan$74MThe Hersha Hospitality Management 401(k) PlanThe Hersha Hospitality Manag…$74MTravere Therapeutics, Inc. 401(k) PlanTravere Therapeutics, Inc. 4…$74MCentral Ohio Hospitalists, Inc. 401(k) PlanCentral Ohio Hospitalists, I…$74M
End-of-year total assets ($M) among Fulton Group NA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$74M
Net Income$12M
Employer EIN201834107
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fulton Group NA, Inc.)

Sponsor-wide plan assets over time

All Fulton Group NA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 52.28760202794066% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $48.3M $73.5M ▲ +52.3%
Year Plans Participants Total Assets
2022 1 363 $48M
2023 1 397 $61M
2024 1 409 $74M

Nearby 401(k) Plans in New York

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

Fulton Group NA 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fulton Group NA 401(k) Plan, Total assets ($B): 0.073542045 · Participants: 409Fulton Group NA 401(k) PlanIBM 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
Fulton Group NA 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fulton Group NA 401(k) Plan side-by-side with 3 peers →

Fulton Group NA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Hersha Hospitality Management 401(k) Plan in PA ($74M); by covered participants it is Satco, Inc. 401(k) Retirement Plan in CA (409 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (409 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 Group NA 401(k) Plan assets move in 2024? ▼
Fulton Group NA 401(k) Plan grew sharply - up 20.0% during 2024, from $61M to $74M. Reported net income was $12M.
How have Fulton Group NA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fulton Group NA, Inc.'s sponsor-wide assets grew 52.3%, from $48M to $74M.
Where does Fulton Group NA 401(k) Plan rank by assets among Form 5500 filers? ▼
Fulton Group NA 401(k) Plan ranks in the 88th 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 401(k) plans are similar in size to Fulton Group NA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hersha Hospitality Management 401(k) Plan in PA ($74M, 8,581 participants).
Which 401(k) plans cover a similar participant headcount to Fulton Group NA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Satco, Inc. 401(k) Retirement Plan in CA (409 participants, $43M 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 201834107.

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.