401(k) · DOL Form 5500 · 2022
Fortune Metal Group Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 308
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $35,411
- Avg per participant Low balance/head
Official DOL plan name: Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla · Sponsored by Fortune Metal Group Inc. · New Jersey · Wholesale Trade
$11M in assets, 308 participants
Fortune Metal Group Inc.'s Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla reported $11M in total assets and 308 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #4,075 in Wholesale Trade (6,843 peers)
Coverage in New Jersey
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla covers 308 participants in New Jersey, about 36% of the average New Jersey filer (state average ~844 per filing). Assets: $11M.
- #4,075
- in Wholesale Trade (6,843 peers)
- -13.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla's outsized position by total assets
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,906,536 Top 33% higher than 67% 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
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla 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. Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla sits mid-pack in the medium band (308 participants).
Plan-year Form 5500 strip
Filing strip 050502730 · Fortune Metal Group Inc. PY 2022 · 401(k)
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla · $11M · 308 · 67th
- EBSA $11M
- PART 308
- TYPE 67th
- NET 401(k)
- BOOK near Greater Family Health 401(k) Plan
- VS-ST ind #4075
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 Wholesale Trade retirement plans → · Plans in New Jersey →
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 050502730 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fortune Metal Group Inc.)
Sponsor-wide plan assets over time
All Fortune Metal Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 60.066835152792784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 308 | $11M |
| 2023 | 1 | 297 | $14M |
| 2024 | 1 | 318 | $17M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Greater Family Health 401(k) Plan in IL ($11M); by covered participants it is Techserv Consulting & Training, Ltd. 401(k) Plan in TX (308 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Greater Family Health 401(k) Plan (IL) $11M · 292
- Geotab 401(k) Plan (NV) $11M · 381
- Umi Company, Inc. Profit Sharing 401(k) Plan (MN) $11M · 170
- Kcf Technologies, Inc. 401(k) Profit Sharing Plan (PA) $11M · 246
Similar participant headcount
Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.
- Techserv Consulting & Training, Ltd. 401(k) Plan (TX) 308 · 0 off
- Cb Insights 401(k) Plan (NY) 308 · 0 off
- General Pet 401(k) Plan (CA) 308 · 0 off
- Jay Petroleum, Inc. 401(k) Plan (IN) 308 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.