401(k) · DOL Form 5500 · 2022

Fortress Bank 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
116
Participants Small participant base
57th
Percentile by assets National rank
$59,046
Avg per participant Low balance/head
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Official DOL plan name: Fortress Bank Profit Sharing Plan · Sponsored by Fortress Bank · Illinois · Finance & Insurance

$7M in assets, 116 participants

Fortress Bank's Fortress Bank Profit Sharing Plan reported $7M in total assets and 116 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.

  • #3,770 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Fortress Bank Profit Sharing Plan covers 116 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $7M.

#3,770
in Finance & Insurance (9,261 peers)
-11.9%
assets change YoY

The plan reported a net loss of $927K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fortress Bank Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Fortress Bank Profit Sharing Plan vs every filed plan by assets

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

$6,849,286 Top 43% higher than 57% 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

Fortress Bank Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fortress Bank Profit Sharing Plan sits mid-pack in the medium band (116 participants).

Plan-year Form 5500 strip

Filing strip 371232652 · Fortress Bank PY 2022 · 401(k)

Fortress Bank Profit Sharing Plan · $7M · 116 · 57th

  • BOY $7M
  • SCH 116
  • EBSA 57th
  • PART 401(k)
  • TYPE near Scaffold Resource, LLC Select 401(k) Plan
  • NET ind #3770

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 Illinois →

Fortress Bank Profit Sharing Plan in the asset neighbourhood

Fortress Bank Profit Sharing PlanFortress Bank Profit Sharing…$7MScaffold Resource, LLC Select 401(k) PlanScaffold Resource, LLC Selec…$7MHospital Forms/Magnetic Ticket 401(k) PlanHospital Forms/Magnetic Tick…$7MArgent Management LLC 401(k) PlanArgent Management LLC 401(k)…$7MHg Insights, Inc. 401(k) Plan$7M
End-of-year total assets ($M) among Fortress Bank Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$927K
Employer EIN371232652
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fortress Bank)

Sponsor-wide plan assets over time

All Fortress Bank plans reported in each filing year

Latest sponsor-wide plan assets
$11M 62.00211233696476% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.85M $11.1M ▲ +62.0%
Year Plans Participants Total Assets
2022 1 116 $7M
2023 1 117 $9M
2024 1 125 $11M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Fortress Bank Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Fortress Bank Profit Sharing Plan, Total assets ($B): 0.006849286 · Participants: 116Fortress Bank Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Fortress Bank Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fortress Bank Profit Sharing Plan side-by-side with 3 peers →

Fortress Bank Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Scaffold Resource, LLC Select 401(k) Plan in MD ($7M); by covered participants it is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 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 (116 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 Fortress Bank Profit Sharing Plan assets move in 2022? ▼
Fortress Bank Profit Sharing Plan pulled back noticeably - down 11.9% during 2022, from $8M to $7M. Reported net income was -$927K.
How have Fortress Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortress Bank's sponsor-wide assets grew 62.0%, from $7M to $11M.
Which 401(k) plans are similar in size to Fortress Bank Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scaffold Resource, LLC Select 401(k) Plan in MD ($7M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Fortress Bank Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants, N/A 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 371232652.

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.