Profit Sharing · DOL Form 5500 · 2022

Forte Group Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$703,019
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Forte Group Inc. Retirement Plan · Sponsored by Forte Group Inc. · Minnesota · Food Services & Accommodation

$1M in assets, 2 participants

Forte Group Inc.'s Forte Group Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,942 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Forte Group Inc. Retirement Plan ranks #2,942 of 4,592 2022 filers by assets (1392% of the sector average)-$1M for 2 participants.

#2,942
in Food Services & Accommodation (4,592 peers)
+10.1%
assets growth YoY

Forte Group Inc. Retirement Plan among the smaller filed plans by assets

Forte Group Inc. Retirement Plan vs every filed plan by assets

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

$1,406,037 29th percentile higher than 29% 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

Forte Group 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. Forte Group Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 830981124 · Forte Group Inc. PY 2022 · Profit Sharing

Forte Group Inc. Retirement Plan · $1M · 2 · 29th

  • VS-ST $1M
  • VS-ST 2
  • VS-ST 29th
  • VS-ST Profit Sharing
  • VS-ST near Hjr Holdings, Inc. Profit Sharing Plan
  • VS-ST ind #2942

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 Food Services & Accommodation retirement plans → · Plans in Minnesota →

Forte Group Inc. Retirement Plan in the asset neighbourhood

Forte Group Inc. Retirement PlanForte Group Inc. Retirement …$1MHjr Holdings, Inc. Profit Sharing PlanHjr Holdings, Inc. Profit Sh…$1MK.D.G., Inc. Profit Sharing PlanK.D.G., Inc. Profit Sharing …$1MReal Estate Mortgage Exchange Profit Sharing PlanReal Estate Mortgage Exchang…$1MJl Rivera Jimenez Retirement PlanJl Rivera Jimenez Retirement…$1M
End-of-year total assets ($M) among Forte Group Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$129K
Employer EIN830981124
Plan Effective Date2018-06-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Forte Group Inc.)

Sponsor-wide plan assets over time

All Forte Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.6454495863195633% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.41M $1.44M ▲ +2.1%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 3 $2M
2024 1 4 $1M

Nearby Profit Sharing Plans in Minnesota

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

Forte Group Inc. Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Forte Group Inc. Retirement Plan, Total assets ($B): 0.001406037 · Participants: 2Forte Group Inc. Retirement PlanEssentia Health Retirement Plan, Total assets ($B): 1.61318726 · Participants: 14444Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.394999238 · Participants: 6268Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.846612268 · Participants: 10170Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.542260343 · Participants: 5177Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.397133832 · Participants: 18794Cargill Employee Retirement Account Plan
Forte Group Inc. Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants

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

Outside Minnesota, the nearest Profit Sharing by assets is Hjr Holdings, Inc. Profit Sharing Plan in NC ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Forte Group Inc. Retirement Plan assets move in 2022?
Forte Group Inc. Retirement Plan grew at a solid clip - up 10.1% during 2022, from $1M to $1M. Reported net income was $129K.
How have Forte Group Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Forte Group Inc.'s sponsor-wide assets grew 2.6%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Forte Group Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Hjr Holdings, Inc. Profit Sharing Plan in NC ($1M, 14 participants).
Which Profit Sharing plans cover a similar participant headcount to Forte Group Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).