Defined Benefit (Pension) · DOL Form 5500 · 2024

Fulton Savings Bank Pension Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
55
Participants Small participant base
80th
Percentile by assets National rank
$640,491
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

$35M in assets, 55 participants

Fulton Savings Bank's Retirement Plan of Fulton Savings Bank reported $35M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,837 in Finance & Insurance (8,549 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, $35M for 55 participants (~$640,491/participant), up 6.1% in 2024.

#5,837
in Finance & Insurance (8,549 peers)
+6.1%
assets growth YoY
0.4×
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 2024 · DOL Form 5500

$35,227,007 Top 20% higher than 80% 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

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

Plan-year 2024 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 (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan of Fulton Savings Bank reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Retirement Plan of Fulton Savings Bank reported participants fell from 60 in the plan year 2023 filing to 55 in the plan year 2024 filing.
  • Retirement Plan of Fulton Savings Bank end-of-year assets rose from $33M in the plan year 2023 filing to $35M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 150313410 · Fulton Savings Bank PY 2024 · Defined Benefit (Pension)

Retirement Plan of Fulton Savings Bank · $35M · 55 · 80th

  • IND $35M
  • EOY 55
  • 5500 80th
  • ASSETS Defined Benefit (Pension)
  • PCT near Sheet Metal Workers Local #44 Retirement Income Plan
  • EIN ind #5837

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

Minnesota Twins Pension Plan$35MEssity North America Defined Benefit Pension PlanEssity North America Defined…$35MRetirement Plan of Fulton Savings BankRetirement Plan of Fulton Sa…$35MSheet Metal Workers Local #44 Retirement Income PlanSheet Metal Workers Local #4…$35MDallas Theological Seminary Pension PlanDallas Theological Seminary …$35M
End-of-year total assets ($M) among Retirement Plan of Fulton Savings Bank and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$2M
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 -505101520 Total assets ($B) Participants Retirement Plan of Fulton Savings Bank, Total assets ($B): 0.035227007 · Participants: 55Retirement Plan of Fulton Savings BankIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
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 Sheet Metal Workers Local #44 Retirement Income Plan in PA ($35M); by covered participants it is Companion Care of Southwest La, LLC Cash Balance Plan in LA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Retirement Plan of Fulton Savings Bank assets move in 2024? ▼
Retirement Plan of Fulton Savings Bank grew at a solid clip - up 6.1% during 2024, from $33M to $35M. Reported net income was $2M.
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 80th 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 Retirement Plan of Fulton Savings Bank? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers Local #44 Retirement Income Plan in PA ($35M, 158 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 Companion Care of Southwest La, LLC Cash Balance Plan in LA (55 participants, $1M 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 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.