401(k) · DOL Form 5500 · 2022

Fortegra Financial Corporation 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
398
Participants Below avg headcount
83rd
Percentile by assets National rank
$78,587
Avg per participant Below avg balance/head
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Official DOL plan name: Fortegra Financial Corporation 401(k) Savings Plan · Sponsored by Fortegra Financial Corporation · Florida · Finance & Insurance

$31M in assets, 398 participants

Fortegra Financial Corporation's Fortegra Financial Corporation 401(k) Savings Plan reported $31M in total assets and 398 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,767 in Finance & Insurance (9,261 peers)

Where Fortegra Financial Corporation 401(k) Savings Plan sits by assets

Fortegra Financial Corporation 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $31M for 398 participants (~$78,587/participant), down 13.2% in 2022.

#6,767
in Finance & Insurance (9,261 peers)
-13.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fortegra Financial Corporation 401(k) Savings Plan's outsized position by total assets

Fortegra Financial Corporation 401(k) Savings Plan vs every filed plan by assets

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

$31,277,523 Top 17% higher than 83% 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

Fortegra Financial Corporation 401(k) Savings 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. Fortegra Financial Corporation 401(k) Savings Plan sits mid-pack in the medium band (398 participants).

EBSA filing schedule strip

Filing strip 581461399 · Fortegra Financial Corporation PY 2022 · 401(k)

Fortegra Financial Corporation 401(k) Savings Plan · $31M · 398 · 83rd

  • EIN $31M
  • RANK 398
  • PHOTO 83rd
  • IND 401(k)
  • EOY near Warehouse Home Furnishings Distributors, Inc. 401(k) Retirement Savings Plan
  • 5500 ind #6767

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 Florida →

Fortegra Financial Corporation 401(k) Savings Plan in the asset neighbourhood

Fortegra Financial Corporation 401(k) Savings PlanFortegra Financial Corporati…$31MWarehouse Home Furnishings Distributors, Inc. 401(k) Retirement Savings PlanWarehouse Home Furnishings D…$31MRhone Group Retirement Trust$31MImperial Health 401(k) Profit Sharing Plan & TrustImperial Health 401(k) Profi…$31MAmpac Fine Chemicals LLC Bargaining Unit 401(k) PlanAmpac Fine Chemicals LLC Bar…$31M
End-of-year total assets ($M) among Fortegra Financial Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$31M
Net Income-$5M
Employer EIN581461399
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fortegra Financial Corporation)

Sponsor-wide plan assets over time

All Fortegra Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$43M 37.360835766949954% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.3M $43M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 398 $31M
2023 1 418 $39M
2024 1 468 $43M

Nearby 401(k) Plans in Florida

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

Fortegra Financial Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Fortegra Financial Corporation 401(k) Savings Plan, Total assets ($B): 0.031277523 · Participants: 398Fortegra Financial Corporation 401(k) Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Fortegra Financial Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fortegra Financial Corporation 401(k) Savings Plan side-by-side with 3 peers →

Fortegra Financial Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Warehouse Home Furnishings Distributors, Inc. 401(k) Retirement Savings Plan in GA ($31M); by covered participants it is Prime Ae Group, Inc. 401(k) Plan in OH (398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (398 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 Fortegra Financial Corporation 401(k) Savings Plan assets move in 2022? ▼
Fortegra Financial Corporation 401(k) Savings Plan pulled back noticeably - down 13.2% during 2022, from $36M to $31M. Reported net income was -$5M.
How have Fortegra Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortegra Financial Corporation's sponsor-wide assets grew 37.4%, from $31M to $43M.
Where does Fortegra Financial Corporation 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Fortegra Financial Corporation 401(k) Savings Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fortegra Financial Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Warehouse Home Furnishings Distributors, Inc. 401(k) Retirement Savings Plan in GA ($31M, 1,552 participants).
Which 401(k) plans cover a similar participant headcount to Fortegra Financial Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Ae Group, Inc. 401(k) Plan in OH (398 participants, $32M 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 581461399.

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.