401(k) · DOL Form 5500 · 2023

Fortifi Bank 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
95
Participants Small participant base
56th
Percentile by assets National rank
$91,504
Avg per participant Below avg balance/head
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Official DOL plan name: Fortifi Bank 401(k) Plan · Sponsored by Fortifi Bank · Wisconsin · Finance & Insurance

$9M in assets, 95 participants

Fortifi Bank's Fortifi Bank 401(k) Plan reported $9M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,575 in Finance & Insurance (8,869 peers)

Fortifi Bank multi-year trail

Fortifi Bank's plans moved +48.9% in assets from 2022 to 2024; this filing shows Fortifi Bank 401(k) Plan at $9M / 95 participants.

#3,575
in Finance & Insurance (8,869 peers)
+28.1%
assets growth YoY

Fortifi Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Fortifi Bank 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,692,862 Top 44% higher than 56% of 127,068 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 2023

Fortifi Bank 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fortifi Bank 401(k) Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fortifi Bank 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fortifi Bank 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390280510 · Fortifi Bank PY 2023 · 401(k)

Fortifi Bank 401(k) Plan · $9M · 95 · 56th

  • PART $9M
  • PART 95
  • PART 56th
  • PART 401(k)
  • PART near Technogym Related Companies 401(k) Plan
  • PART ind #3575

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 Wisconsin →

Fortifi Bank 401(k) Plan in the asset neighbourhood

Fortifi Bank 401(k) Plan$9MTechnogym Related Companies 401(k) PlanTechnogym Related Companies …$9MTommy's 401(k) Retirement PlanTommy's 401(k) Retirement Pl…$9MAblehearts Healthcare Foundation 401(k) Savings PlanAblehearts Healthcare Founda…$9MIron Holdings, LLC 401(k) Profit Sharing PlanIron Holdings, LLC 401(k) Pr…$9M
End-of-year total assets ($M) among Fortifi Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fortifi Bank multi-year asset trail

Sponsor-wide plan assets over time

All Fortifi Bank plans reported in each filing year

Latest sponsor-wide plan assets
$10M 48.9041150171397% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.79M $10.1M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 95 $7M
2023 1 95 $9M
2024 1 90 $10M

Fortifi Bank filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN390280510
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Fortifi Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Fortifi Bank 401(k) Plan, Total assets ($B): 0.008692862 · Participants: 95Fortifi Bank 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Fortifi Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Fortifi Bank 401(k) Plan side-by-side with 3 peers →

Fortifi Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Technogym Related Companies 401(k) Plan in NJ ($9M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fortifi Bank 401(k) Plan assets move in 2023? ▼
Fortifi Bank 401(k) Plan grew sharply - up 28.1% during 2023, from $7M to $9M. Reported net income was $2M.
How have Fortifi Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortifi Bank's sponsor-wide assets grew 48.9%, from $7M to $10M.
Which 401(k) plans are similar in size to Fortifi Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Technogym Related Companies 401(k) Plan in NJ ($9M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Fortifi Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390280510.

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.