Filings through .
Fulton Bank, N.A.
Matched across 6 name variants in the filings
Fulton Bank, N.A. at a glance
Fulton Bank, N.A. appears on 40 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.4B in assets for 19,470 participants. The median client plan holds $15.3M. Most client plans are sponsored in PA, MD and NJ. The largest clients by plan assets are Fulton Financial Corporation, New Pig Corporation and Orthopedic Associates of Lancaster, Ltd.. Plans reported $2.6M in direct and indirect compensation paid to Fulton Bank, N.A., a median of $66K per plan.
- Participants
- 19,470
- Median plan assets
- $15.3M
- Median plan participants
- 269
- Median fees per plan
- $66K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Fulton Financial Corporation | PA | $640M | 4,324 |
| New Pig Corporation | PA | $107M | 824 |
| Orthopedic Associates of Lancaster, Ltd. | PA | $62.5M | 397 |
| Rettew Associates, Inc. | PA | $49.3M | 421 |
| Lift, Inc. | PA | $42.6M | 522 |
| Stauffer Biscuit Company | PA | $41.2M | 741 |
| Willow Valley Communities | PA | $38.0M | 1,210 |
| Gooding Group, LLC | PA | $31.4M | 286 |
| Fine Line Homes, Inc. | PA | $31.3M | 226 |
| Lebanon Seaboard Corporation | PA | $30.1M | 308 |
| Macelree Harvey, Ltd. | PA | $28.9M | 128 |
| Saxton & Stump, LLC | PA | $27.7M | 217 |
| Dutch Gold Honey, Inc. | PA | $22.6M | 125 |
| Denmar Associates, LLC | PA | $20.1M | 490 |
| B. R. Kreider & Son, Inc. | PA | $19.7M | 275 |
| Richter Precision, Inc. | PA | $18.0M | 153 |
| Substation Engineering Company | PA | $17.2M | 260 |
| Advanced Conversion Technology, Inc | PA | $17.0M | 182 |
| Utility/Keystone Trailer Sales, Inc | PA | $16.7M | 165 |
| Gilberton Coal Company | PA | $15.3M | 216 |
| Transteck, Inc. | PA | $15.3M | 669 |
| RG Industries, Inc. | PA | $15.2M | 199 |
| D. M. Bowman, Inc. | MD | $14.6M | 485 |
| Columbus Property Management & Development, Inc. | PA | $13.8M | 262 |
| Smith Land & Improvement Corporation & Subsidiaries | PA | $13.1M | 211 |
Top client states
- PA36 plans
- MD2 plans
- NJ2 plans
Frequently asked questions
- Who uses Fulton Bank, N.A.?
- 40 retirement plans list Fulton Bank, N.A. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Fulton Financial Corporation, New Pig Corporation, Orthopedic Associates of Lancaster, Ltd., Rettew Associates, Inc. and Lift, Inc.. Most client plans are sponsored in PA, MD and NJ.
- How many plans does Fulton Bank, N.A. serve?
- Fulton Bank, N.A. serves 40 retirement plans with $1.4B in plan assets and 19,470 participants, based on the latest Form 5500 filings through 2024.
- What does Fulton Bank, N.A. charge?
- Plans reported $2.6M in total Schedule C compensation paid to Fulton Bank, N.A.. The median plan paid $66K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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Fund lineups on plans this firm keeps
Large plans that name Fulton Bank as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 29 |
| T. Rowe Price | 22 |
| Goldman Sachs | 16 |
| JPMorgan | 15 |
| MFS (Sun Life) | 15 |
Target-date series
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.