Profit Sharing · DOL Form 5500 · 2022

Fortuna Enterprise Inc. Profit Sharing Plan

Data updated 2026-08-25

$122K
Total assets Small plan by assets
1
Participants Small participant base
7th
Percentile by assets National rank
$122,235
Avg per participant Near avg balance/head
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Official DOL plan name: Fortuna Enterprise Inc. Retirement Plan · Sponsored by Fortuna Enterprise Inc. · Connecticut · Professional & Technical Services

$122K in assets, 1 participants

Fortuna Enterprise Inc.'s Fortuna Enterprise Inc. Retirement Plan reported $122K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

  • #1,351 in Professional & Technical Services (21,562 peers)

Fortuna Enterprise Inc. multi-year trail

Fortuna Enterprise Inc.'s plans moved -70.1% in assets from 2022 to 2024; this filing shows Fortuna Enterprise Inc. Retirement Plan at $122K / 1 participant.

#1,351
in Professional & Technical Services (21,562 peers)
+132.6%
assets growth YoY

Fortuna Enterprise Inc. Retirement Plan among the smaller filed plans by assets

Fortuna Enterprise Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$122,235 7th percentile higher than 7% of 139,123 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 2022

Fortuna Enterprise Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fortuna Enterprise Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 830978234 · Fortuna Enterprise Inc. PY 2022 · Profit Sharing

Fortuna Enterprise Inc. Retirement Plan · $122K · 1 · 7th

  • PCT $122K
  • PCT 1
  • PCT 7th
  • PCT Profit Sharing
  • PCT near Jcm Ventures, Inc. Retirement Plan
  • PCT ind #1351

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Fortuna Enterprise Inc. Retirement Plan in the asset neighbourhood

Fortuna Enterprise Inc. Retirement PlanFortuna Enterprise Inc. Reti…$122KJcm Ventures, Inc. Retirement PlanJcm Ventures, Inc. Retiremen…$122KImbeab Inc. Retirement Plan$122KRaczs Towing Profit Sharing PlanRaczs Towing Profit Sharing …$122KLjzehner Inc. Retirement Plan$122K
End-of-year total assets ($M) among Fortuna Enterprise Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Fortuna Enterprise Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fortuna Enterprise Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37K 70.06912913649937% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.12M $0.04M ▼ -66.7%
Year Plans Participants Total Assets
2022 1 1 $122K
2023 1 1 $83K
2024 1 1 $37K

Fortuna Enterprise Inc. filing trail (2022)

Total Assets (Beginning of Year)$53K
Net Assets (End of Year)$122K
Net Income$70K
Employer EIN830978234
Plan Effective Date2018-06-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Connecticut

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

Fortuna Enterprise Inc. Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Fortuna Enterprise Inc. Retirement Plan, Total assets ($B): 0.000122235 · Participants: 1Fortuna Enterprise Inc. Retirement PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.23187796 · Participants: 10777North Atlantic States Carpenters Annuity PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.396481458 · Participants: 930The Lee Company Profit Sharing PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.377103214 · Participants: 2969Connecticut Children's Retirement Savings PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.215365797 · Participants: 3141Connecticut Laborers' Annuity PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.212382275 · Participants: 2456Connecticut Pipetrades Local No. 777 Annuity Plan
Fortuna Enterprise Inc. Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Fortuna Enterprise Inc. Retirement Plan side-by-side with 3 peers →

Fortuna Enterprise Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Jcm Ventures, Inc. Retirement Plan in MI ($122K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fortuna Enterprise Inc. Retirement Plan assets move in 2022? ▼
Fortuna Enterprise Inc. Retirement Plan surged - up 132.6% during 2022, from $53K to $122K. Reported net income was $70K.
How have Fortuna Enterprise Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortuna Enterprise Inc.'s sponsor-wide assets declined 70.1%, from $122K to $37K.
Where does Fortuna Enterprise Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Fortuna Enterprise Inc. Retirement Plan ranks in the 7th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Fortuna Enterprise Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jcm Ventures, Inc. Retirement Plan in MI ($122K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Fortuna Enterprise Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830978234.

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.