401(k) · DOL Form 5500 · 2022

Fortna Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
413
Participants Below avg headcount
87th
Percentile by assets National rank
$106,631
Avg per participant Below avg balance/head
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Official DOL plan name: Fortna, Inc 401(k) Plan · Sponsored by Fortna Inc. · Pennsylvania · Professional & Technical Services

$44M in assets, 413 participants

Fortna Inc.'s Fortna, Inc 401(k) Plan reported $44M in total assets and 413 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,937 in Professional & Technical Services (21,562 peers)

Where Fortna, Inc 401(k) Plan sits by assets

Fortna, Inc 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 413 participants (~$106,631/participant), down 14.6% in 2022.

#18,937
in Professional & Technical Services (21,562 peers)
-14.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fortna, Inc 401(k) Plan's outsized position by total assets

Fortna, Inc 401(k) Plan vs every filed plan by assets

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

$44,038,743 Top 13% higher than 87% 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

Fortna, Inc 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. Fortna, Inc 401(k) Plan sits mid-pack in the medium band (413 participants).

DOL schedule card

Filing strip 232289371 · Fortna Inc. PY 2022 · 401(k)

Fortna, Inc 401(k) Plan · $44M · 413 · 87th

  • TYPE $44M
  • TYPE 413
  • TYPE 87th
  • TYPE 401(k)
  • TYPE near Neighborhood Health Plan of Rhode Island 401(k) Plan
  • TYPE ind #18937

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Fortna, Inc 401(k) Plan in the asset neighbourhood

Great Plains Communications LLC and Adopting Affiliates 401(k) PlanGreat Plains Communications …$44MCpi Card Group, Inc. 401(k) PlanCpi Card Group, Inc. 401(k) …$44MFortna, Inc 401(k) Plan$44MNeighborhood Health Plan of Rhode Island 401(k) PlanNeighborhood Health Plan of …$44MWng 401(k) Plan$44M
End-of-year total assets ($M) among Fortna, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$44M
Net Income-$9M
Employer EIN232289371
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Fortna, Inc 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Fortna, Inc 401(k) Plan, Total assets ($B): 0.044038743 · Participants: 413Fortna, Inc 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Fortna, Inc 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Fortna, Inc 401(k) Plan side-by-side with 3 peers →

Fortna, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Neighborhood Health Plan of Rhode Island 401(k) Plan in RI ($44M); by covered participants it is Pexco LLC Retirement Savings Plan in GA (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 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 Fortna, Inc 401(k) Plan assets move in 2022? ▼
Fortna, Inc 401(k) Plan pulled back noticeably - down 14.6% during 2022, from $52M to $44M. Reported net income was -$9M.
Where does Fortna, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Fortna, Inc 401(k) Plan ranks in the 87th 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 Fortna, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Neighborhood Health Plan of Rhode Island 401(k) Plan in RI ($44M, 612 participants).
Which 401(k) plans cover a similar participant headcount to Fortna, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pexco LLC Retirement Savings Plan in GA (413 participants, $28M 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 232289371.

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.