Money Purchase · DOL Form 5500 · 2023

Richard C. Fortuna Money Purchase Plan

Data updated 2026-08-25

$171K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$85,368
Avg per participant Below avg balance/head
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Official DOL plan name: Richard C. Fortuna Dba Sea L.C. Money Purchase Plan · Sponsored by Richard C. Fortuna · Maryland · Professional & Technical Services

$171K in assets, 2 participants

Richard C. Fortuna's Richard C. Fortuna Dba Sea L.C. Money Purchase Plan reported $171K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,547 in Professional & Technical Services (20,321 peers)

Richard C. Fortuna multi-year trail

Richard C. Fortuna's plans moved +12.2% in assets from 2022 to 2024; this filing shows Richard C. Fortuna Dba Sea L.C. Money Purchase Plan at $171K / 2 participants.

#1,547
in Professional & Technical Services (20,321 peers)
+8.5%
assets growth YoY

Richard C. Fortuna Dba Sea L.C. Money Purchase Plan among the smaller filed plans by assets

Richard C. Fortuna Dba Sea L.C. Money Purchase Plan vs every filed plan by assets

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

$170,736 10th percentile higher than 10% 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

Richard C. Fortuna Dba Sea L.C. Money Purchase Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard C. Fortuna Dba Sea L.C. Money Purchase Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Richard C. Fortuna Dba Sea L.C. Money Purchase Plan reported net income rose from -$10K in the plan year 2022 filing to $13K in the plan year 2023 filing.
  • Richard C. Fortuna Dba Sea L.C. Money Purchase Plan end-of-year assets rose from $157K in the plan year 2022 filing to $171K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521930412 · Richard C. Fortuna PY 2023 · Money Purchase

Richard C. Fortuna Dba Sea L.C. Money Purchase Plan · $171K · 2 · 10th

  • BOY $171K
  • BOY 2
  • BOY 10th
  • BOY Money Purchase
  • BOY near North Star Asset Management Money Purchase Pension Plan
  • BOY ind #1547

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 Maryland →

Richard C. Fortuna Dba Sea L.C. Money Purchase Plan in the asset neighbourhood

Robert Duane Ralston Pension PlanRobert Duane Ralston Pension…$178KRichard C. Fortuna Dba Sea L.C. Money Purchase PlanRichard C. Fortuna Dba Sea L…$171KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$172KFrancisco Flavio Noel Irizarry, Md Retirement PlanFrancisco Flavio Noel Irizar…$173KThe Wellness Institute, Inc. Retirement PlanThe Wellness Institute, Inc.…$163K
End-of-year total assets ($M) among Richard C. Fortuna Dba Sea L.C. Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Richard C. Fortuna multi-year asset trail

Sponsor-wide plan assets over time

All Richard C. Fortuna plans reported in each filing year

Latest sponsor-wide plan assets
$730K 12.219147997028648% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M 202220232024 $0.65M $0.73M ▲ +12.3%
Year Plans Participants Total Assets
2022 2 4 $650K
2023 2 4 $686K
2024 2 4 $730K

Richard C. Fortuna filing trail (2023)

Total Assets (Beginning of Year)$157K
Net Assets (End of Year)$171K
Net Income$13K
Employer EIN521930412
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Maryland

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Richard C. Fortuna Dba Sea L.C. Money Purchase Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Richard C. Fortuna Dba Sea L.C. Money Purchase Plan, Total assets ($B): 0.000170736 · Participants: 2Richard C. Fortuna Dba Sea L.C. Money Purchase PlanNational Electrical Annuity Plan, Total assets ($B): 15.807345093 · Participants: 84425National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.673002016 · Participants: 7852The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.26967278 · Participants: 2948Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.154828727 · Participants: 7644Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.131117321 · Participants: 230Defined Contribution Plan for the Employees of the American Institute of Physics
Richard C. Fortuna Dba Sea L.C. Money Purchase Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare Richard C. Fortuna Dba Sea L.C. Money Purchase Plan side-by-side with 3 peers →

Richard C. Fortuna Dba Sea L.C. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is North Star Asset Management Money Purchase Pension Plan in MA ($172K); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Richard C. Fortuna Dba Sea L.C. Money Purchase Plan assets move in 2023? ▼
Richard C. Fortuna Dba Sea L.C. Money Purchase Plan grew at a solid clip - up 8.5% during 2023, from $157K to $171K. Reported net income was $13K.
How have Richard C. Fortuna plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard C. Fortuna's sponsor-wide assets grew 12.2%, from $650K to $730K.
Where does Richard C. Fortuna Dba Sea L.C. Money Purchase Plan rank by assets among Form 5500 filers? ▼
Richard C. Fortuna Dba Sea L.C. Money Purchase Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Richard C. Fortuna Dba Sea L.C. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is North Star Asset Management Money Purchase Pension Plan in MA ($172K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Richard C. Fortuna Dba Sea L.C. Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 521930412.

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.