Money Purchase · DOL Form 5500 · 2022

Richard C. Fortuna Money Purchase Plan

Data updated 2026-08-25

$157K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$78,705
Avg per participant Below avg balance/head
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Official DOL plan name: Richard C. Fortuna Dba Sea L.C. Money Purchase Plan · Sponsored by Richard C. Fortuna · Maryland · Professional & Technical Services

$157K in assets, 2 participants

Richard C. Fortuna's Richard C. Fortuna Dba Sea L.C. Money Purchase Plan reported $157K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,605 in Professional & Technical Services (21,562 peers)

Richard C. Fortuna multi-year trail

Richard C. Fortuna's plans moved +12.2% in assets from 2022 to 2024; this filing shows Richard C. Fortuna Dba Sea L.C. Money Purchase Plan at $157K / 2 participants.

#1,605
in Professional & Technical Services (21,562 peers)
-6.2%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard C. Fortuna Dba Sea L.C. Money Purchase Plan among the smaller filed plans by assets

Richard C. Fortuna Dba Sea L.C. Money Purchase Plan vs every filed plan by assets

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

$157,410 9th percentile higher than 9% 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

Richard C. Fortuna Dba Sea L.C. Money Purchase 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. Richard C. Fortuna Dba Sea L.C. Money Purchase Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 521930412 · Richard C. Fortuna PY 2022 · Money Purchase

Richard C. Fortuna Dba Sea L.C. Money Purchase Plan · $157K · 2 · 9th

  • EOY $157K
  • EOY 2
  • EOY 9th
  • EOY Money Purchase
  • EOY near Anesthesiology P.C. Money Purchase Pension Plan
  • EOY ind #1605

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 Maryland →

Richard C. Fortuna Dba Sea L.C. Money Purchase Plan in the asset neighbourhood

Richard C. Fortuna Dba Sea L.C. Money Purchase PlanRichard C. Fortuna Dba Sea L…$157KAnesthesiology P.C. Money Purchase Pension PlanAnesthesiology P.C. Money Pu…$156KDr Billing LLC Retirement PlanDr Billing LLC Retirement Pl…$159KDavid E. Rodriguez Matos Retirement PlanDavid E. Rodriguez Matos Ret…$160KLuis T. Gandia Mantaras Retirement PlanLuis T. Gandia Mantaras Reti…$161K
End-of-year total assets ($M) among Richard C. Fortuna Dba Sea L.C. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Richard C. Fortuna multi-year asset trail

Sponsor-wide plan assets over time

All Richard C. Fortuna plans reported in each filing year

Latest sponsor-wide plan assets
$730K 12.219147997028648% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M 202220232024 $0.65M $0.73M ▲ +12.3%
Year Plans Participants Total Assets
2022 2 4 $650K
2023 2 4 $686K
2024 2 4 $730K

Richard C. Fortuna filing trail (2022)

Total Assets (Beginning of Year)$168K
Net Assets (End of Year)$157K
Net Income-$10K
Employer EIN521930412
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Maryland

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Richard C. Fortuna Dba Sea L.C. Money Purchase Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Richard C. Fortuna Dba Sea L.C. Money Purchase Plan, Total assets ($B): 0.00015741 · Participants: 2Richard C. Fortuna Dba Sea L.C. Money Purchase PlanNational Electrical Annuity Plan, Total assets ($B): 13.78381311 · Participants: 80049National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.510684695 · Participants: 8647The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.230023951 · Participants: 2945Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.147720152 · Participants: 7557Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.118148768 · Participants: 279Defined Contribution Plan for the Employees of the American Institute of Physics
Richard C. Fortuna Dba Sea L.C. Money Purchase Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare Richard C. Fortuna Dba Sea L.C. Money Purchase Plan side-by-side with 3 peers →

Richard C. Fortuna Dba Sea L.C. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Anesthesiology P.C. Money Purchase Pension Plan in MT ($156K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($157K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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 Richard C. Fortuna Dba Sea L.C. Money Purchase Plan assets move in 2022? ▼
Richard C. Fortuna Dba Sea L.C. Money Purchase Plan pulled back noticeably - down 6.2% during 2022, from $168K to $157K. Reported net income was -$10K.
How have Richard C. Fortuna plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard C. Fortuna's sponsor-wide assets grew 12.2%, from $650K to $730K.
Where does Richard C. Fortuna Dba Sea L.C. Money Purchase Plan rank by assets among Form 5500 filers? ▼
Richard C. Fortuna Dba Sea L.C. Money Purchase Plan ranks in the 9th 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 Money Purchase plans are similar in size to Richard C. Fortuna Dba Sea L.C. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Anesthesiology P.C. Money Purchase Pension Plan in MT ($156K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Richard C. Fortuna Dba Sea L.C. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M 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 521930412.

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.