Money Purchase · DOL Form 5500 · 2022
Richard C. Fortuna Money Purchase Plan
Data updated 2026-08-11
- $157K
- Total assets
- 2
- Participants
- 9th
- Percentile by assets
- $78,705
- Avg per participant
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.
- 9th percentile by assets (of 139,126 plans)
- #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.
- $157K
- total plan assets (2022 EOY)
- 2
- covered participants
- 9th
- percentile by assets (of 139,126 plans)
- $78,705
- avg assets per participant
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 across 3 plan years on file
Across the 3 plan years Richard C. Fortuna has on file (2022-2024), sponsor-wide plan assets have moved from $650K to $730K, a gain of 12.2%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($730K); trough: 2022 ($650K).
Richard C. Fortuna multi-year asset trail
| 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 EIN | 521930412 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING 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
- National Electrical Annuity Plan $13.8B · 80,049
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $2.5B · 8,647
- Meba Pension Trust-Money Purchase Benefit Plan $230M · 2,945
- Seafarers Money Purchase Pension Plan $148M · 7,557
- Defined Contribution Plan for the Employees of the American Institute of Physics $118M · 279
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Richard C. Fortuna Dba Sea L.C. Money Purchase Plan by total assets, not by location.
- Anesthesiology P.C. Money Purchase Pension Plan (MT) $156K · N/A
- Dr Billing LLC Retirement Plan (PR) $159K · 5
- David E. Rodriguez Matos Retirement Plan (PR) $160K · 1
- Luis T. Gandia Mantaras Retirement Plan (PR) $161K · 4
Frequently Asked Questions
How did Richard C. Fortuna Dba Sea L.C. Money Purchase Plan assets move in 2022? ▼
How have Richard C. Fortuna plan assets changed over time? ▼
Where does Richard C. Fortuna Dba Sea L.C. Money Purchase Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Richard C. Fortuna Dba Sea L.C. Money Purchase Plan? ▼
Next read for Richard C. Fortuna Dba Sea L.C. Money Pu…
Multi-year trail
Ways to act on Richard C. Fortuna Dba Sea L.C. Money Purchase Plan's numbers.
- By total assets, Richard C. Fortuna Dba Sea L.C. Money Purchase Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Maryland. Compare plans
- Richard C. Fortuna's sponsor-wide assets have grown 12.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans