401(k) · DOL Form 5500 · 2022
Fortitude Group Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 401
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $172,198
- Avg per participant Above avg balance/head
Official DOL plan name: Fortitude Re 401(k) Plan · Sponsored by Fortitude Group Holdings, LLC · New Jersey · Finance & Insurance
$69M in assets, 401 participants
Fortitude Group Holdings, LLC's Fortitude Re 401(k) Plan reported $69M in total assets and 401 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #7,843 in Finance & Insurance (9,261 peers)
Coverage in New Jersey
Fortitude Re 401(k) Plan covers 401 participants in New Jersey, about 47% of the average New Jersey filer (state average ~844 per filing). Assets: $69M.
- #7,843
- in Finance & Insurance (9,261 peers)
- +153.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fortitude Re 401(k) Plan's outsized position by total assets
Fortitude Re 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$69,051,239 Top 10% higher than 90% 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
Fortitude Re 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. Fortitude Re 401(k) Plan sits mid-pack in the medium band (401 participants).
Published 5500 schedule card
Filing strip 831064140 · Fortitude Group Holdings, LLC PY 2022 · 401(k)
Fortitude Re 401(k) Plan · $69M · 401 · 90th
- PHOTO $69M
- PHOTO 401
- PHOTO 90th
- PHOTO 401(k)
- PHOTO near Carter Ledyard & Milburn LLP 401(k) Retirement Plan
- PHOTO ind #7843
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 New Jersey →
Fortitude Re 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | -$4M |
| Employer EIN | 831064140 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fortitude Group Holdings, LLC)
Sponsor-wide plan assets over time
All Fortitude Group Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $112M 62.13633762603449% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 401 | $69M |
| 2023 | 1 | 501 | $90M |
| 2024 | 1 | 430 | $112M |
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
Fortitude Re 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Carter Ledyard & Milburn LLP 401(k) Retirement Plan in NY ($69M); by covered participants it is Bnp Media 401(k) Plan in MI (401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
Similar participant headcount
Nearest other-state filings by covered participants (401 participants); asset peers above are excluded.
- Bnp Media 401(k) Plan (MI) 401 · 0 off
- Forus 401(k) (AL) 401 · 0 off
- Best Deal Food Company, Inc. 401(k) Plan (CA) 401 · 0 off
- United States Tennis Association Retirement Plan (NY) 401 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.