401(k) · DOL Form 5500 · 2022
Fortney Hospitality Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 227
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $9,629
- Avg per participant Low balance/head
Official DOL plan name: Brothers Corporate 401(k) Plan · Sponsored by Fortney Hospitality Group, Inc. · Wisconsin · Food Services & Accommodation
$2M in assets, 227 participants
Fortney Hospitality Group, Inc.'s Brothers Corporate 401(k) Plan reported $2M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #3,237 in Food Services & Accommodation (4,592 peers)
Coverage in Wisconsin
Brothers Corporate 401(k) Plan covers 227 participants in Wisconsin, about 40% of the average Wisconsin filer (state average ~563 per filing). Assets: $2M.
- #3,237
- in Food Services & Accommodation (4,592 peers)
- -22.1%
- assets change YoY
The plan reported a net loss of $620K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brothers Corporate 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Brothers Corporate 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,185,713 35th percentile higher than 35% 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
Brothers Corporate 401(k) 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. Brothers Corporate 401(k) Plan sits mid-pack in the medium band (227 participants).
Plan-year Form 5500 strip
Filing strip 274374813 · Fortney Hospitality Group, Inc. PY 2022 · 401(k)
Brothers Corporate 401(k) Plan · $2M · 227 · 35th
- NET $2M
- BOOK 227
- VS-ST 35th
- BOY 401(k)
- SCH near Glem Health Retirement Plan
- EBSA ind #3237
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 Wisconsin →
Brothers Corporate 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$620K |
| Employer EIN | 274374813 |
| Plan Effective Date | 2001-09-01 |
| 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
Brothers Corporate 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Glem Health Retirement Plan in FL ($2M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (227 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.