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
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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

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. 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.

See the national 2022→2023 release diff →

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 Dba Sea L.C. Profit Sharing PlanRichard C. Fortuna Dba Sea L…$516KDilka I. Gonzalez Ortiz Retirement PlanDilka I. Gonzalez Ortiz Reti…$516KGolden Years Retirement Plan & TrustGolden Years Retirement Plan…$515KMark L Bromberg Profit Sharing PlanMark L Bromberg Profit Shari…$515KGrudle, Inc. Retirement Plan$516K
End-of-year total assets ($M) among Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan and nearest nationwide Profit Sharing 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)$493K
Net Assets (End of Year)$516K
Net Income$23K
Employer EIN521930412
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Maryland

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan, Total assets ($B): 0.000515763 · Participants: 2Richard C. Fortuna Dba Sea L.C. Profit Sharing PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.639738544 · Participants: 25150Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.696874072 · Participants: 2736Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 1.082318546 · Participants: 4293Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.621995078 · Participants: 10625International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.616701046 · Participants: 2701Nfl Player Capital Accumulation Plan
Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants

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).

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. Profit Sharing Plan assets move in 2023?
Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan edged up modestly - up 4.7% during 2023, from $493K to $516K. Reported net income was $23K.
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. Profit Sharing Plan rank by assets among Form 5500 filers?
Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan ranks in the 18th 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 Profit Sharing plans are similar in size to Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Dilka I. Gonzalez Ortiz Retirement Plan in PR ($516K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).