Profit Sharing · DOL Form 5500 · 2023
Richard C. Fortuna Profit Sharing Plan
Data updated 2026-08-25
- $516K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $257,882
- Avg per participant Above avg balance/head
Official DOL plan name: Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan · Sponsored by Richard C. Fortuna · Maryland · Professional & Technical Services
$516K in assets, 2 participants
Richard C. Fortuna's Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan reported $516K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #2,779 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. Profit Sharing Plan at $516K / 2 participants.
- #2,779
- in Professional & Technical Services (20,321 peers)
- +4.7%
- assets growth YoY
Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan among the smaller filed plans by assets
Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$515,763 18th percentile higher than 18% of 127,068 filed plans
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. Profit Sharing 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. Profit Sharing 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. Profit Sharing Plan reported net income rose from -$4K in the plan year 2022 filing to $23K in the plan year 2023 filing.
- Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan end-of-year assets rose from $493K in the plan year 2022 filing to $516K in the plan year 2023 filing.
DOL schedule card
Filing strip 521930412 · Richard C. Fortuna PY 2023 · Profit Sharing
Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan · $516K · 2 · 18th
- VS-ST $516K
- VS-ST 2
- VS-ST 18th
- VS-ST Profit Sharing
- VS-ST near Dilka I. Gonzalez Ortiz Retirement Plan
- VS-ST ind #2779
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. Profit Sharing Plan in the asset neighbourhood
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
| 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) | $493K |
|---|---|
| Net Assets (End of Year) | $516K |
| Net Income | $23K |
| Employer EIN | 521930412 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $2.6B · 25,150
- Nfl Player Annuity Program $1.7B · 2,736
- Major League Baseball Players Investment Plan $1.1B · 4,293
- International Painters and Allied Trades Industry Annuity Plan $622M · 10,625
- Nfl Player Capital Accumulation Plan $617M · 2,701
Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is Dilka I. Gonzalez Ortiz Retirement Plan in PR ($516K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($516K here).
- Dilka I. Gonzalez Ortiz Retirement Plan (PR) $516K · 3
- Golden Years Retirement Plan & Trust (MO) $515K · 2
- Mark L Bromberg Profit Sharing Plan (NJ) $515K · 2
- Grudle, Inc. Retirement Plan (FL) $516K · 1
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.