401(k) · DOL Form 5500 · 2022

Fortra, LLC 401(k) Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
993
Participants Near avg headcount
94th
Percentile by assets National rank
$138,854
Avg per participant Near avg balance/head
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Official DOL plan name: Fortra, LLC 401(k) Savings Plan · Sponsored by Fortra, LLC · Minnesota · Professional & Technical Services

$138M in assets, 993 participants

Fortra, LLC's Fortra, LLC 401(k) Savings Plan reported $138M in total assets and 993 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,568 in Professional & Technical Services (21,562 peers)

Where Fortra, LLC 401(k) Savings Plan sits by assets

Fortra, LLC 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $138M for 993 participants (~$138,854/participant), up 16.5% in 2022.

#20,568
in Professional & Technical Services (21,562 peers)
+16.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Fortra, LLC 401(k) Savings Plan's outsized position by total assets

Fortra, LLC 401(k) Savings Plan vs every filed plan by assets

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

$137,881,972 Top 6% higher than 94% 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

Fortra, LLC 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. Fortra, LLC 401(k) Savings Plan sits mid-pack in the medium band (993 participants).

Published 5500 schedule card

Filing strip 300290533 · Fortra, LLC PY 2022 · 401(k)

Fortra, LLC 401(k) Savings Plan · $138M · 993 · 94th

  • SCH $138M
  • EBSA 993
  • PART 94th
  • TYPE 401(k)
  • NET near Sm Energy Company 401(k) Profit Sharing Plan
  • BOOK ind #20568

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 Minnesota →

Fortra, LLC 401(k) Savings Plan in the asset neighbourhood

Coeur Mining Defined Contribution and 401(k) PlanCoeur Mining Defined Contrib…$138MFlagler System, Inc. Employees' Savings PlanFlagler System, Inc. Employe…$138MFortra, LLC 401(k) Savings PlanFortra, LLC 401(k) Savings P…$138MSm Energy Company 401(k) Profit Sharing PlanSm Energy Company 401(k) Pro…$138MBungie, Inc. 401(k) Plan$138M
End-of-year total assets ($M) among Fortra, LLC 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)$118M
Net Assets (End of Year)$138M
Net Income$20M
Employer EIN300290533
Plan Effective Date2005-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fortra, LLC)

Sponsor-wide plan assets over time

All Fortra, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$207M 50.05724606259621% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $138M $207M ▲ +50.1%
Year Plans Participants Total Assets
2022 1 993 $138M
2023 1 1,609 $176M
2024 1 1,384 $207M

Nearby 401(k) Plans in Minnesota

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

Fortra, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Fortra, LLC 401(k) Savings Plan, Total assets ($B): 0.137881972 · Participants: 993Fortra, LLC 401(k) Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Fortra, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Fortra, LLC 401(k) Savings Plan side-by-side with 3 peers →

Fortra, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Sm Energy Company 401(k) Profit Sharing Plan in CO ($138M); by covered participants it is Chesapeake Utilities Corporation Retirement Savings Plan in DE (993 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138M here).

Similar participant headcount

Nearest other-state filings by covered participants (993 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 Fortra, LLC 401(k) Savings Plan assets move in 2022? ▼
Fortra, LLC 401(k) Savings Plan grew sharply - up 16.5% during 2022, from $118M to $138M. Reported net income was $20M.
How have Fortra, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortra, LLC's sponsor-wide assets grew 50.1%, from $138M to $207M.
Where does Fortra, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Fortra, LLC 401(k) Savings Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fortra, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sm Energy Company 401(k) Profit Sharing Plan in CO ($138M, 496 participants).
Which 401(k) plans cover a similar participant headcount to Fortra, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chesapeake Utilities Corporation Retirement Savings Plan in DE (993 participants, $186M 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 300290533.

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.