401(k) · DOL Form 5500 · 2022
Fortifi Bank 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $71,459
- Avg per participant Below avg balance/head
Official DOL plan name: Fortifi Bank 401(k) Plan · Sponsored by Fortifi Bank · Wisconsin · Finance & Insurance
$7M in assets, 95 participants
Fortifi Bank's Fortifi Bank 401(k) Plan reported $7M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #3,751 in Finance & Insurance (9,261 peers)
Fortifi Bank multi-year trail
Fortifi Bank's plans moved +48.9% in assets from 2022 to 2024; this filing shows Fortifi Bank 401(k) Plan at $7M / 95 participants.
- #3,751
- in Finance & Insurance (9,261 peers)
- -27.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fortifi Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Fortifi Bank 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,788,623 Top 43% higher than 57% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Fortifi Bank 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fortifi Bank 401(k) Plan is a small filing (95 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 390280510 · Fortifi Bank PY 2022 · 401(k)
Fortifi Bank 401(k) Plan · $7M · 95 · 57th
- 5500 $7M
- ASSETS 95
- PCT 57th
- EIN 401(k)
- RANK near Toyota Lift Northwest 401(k) Plan
- PHOTO ind #3751
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 Finance & Insurance retirement plans → · Plans in Wisconsin →
Fortifi Bank 401(k) Plan in the asset neighbourhood
Fortifi Bank multi-year asset trail
Sponsor-wide plan assets over time
All Fortifi Bank plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 48.9041150171397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $7M |
| 2023 | 1 | 95 | $9M |
| 2024 | 1 | 90 | $10M |
Fortifi Bank filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$3M |
| Employer EIN | 390280510 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Fortifi Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Toyota Lift Northwest 401(k) Plan in OR ($7M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (95 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.