401(k) · DOL Form 5500 · 2023

Fortec Medical, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
567
Participants Below avg headcount
85th
Percentile by assets National rank
$85,466
Avg per participant Below avg balance/head
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Official DOL plan name: Fortec Medical, Inc. 401(k) Profit Sharing · Sponsored by Fortec Medical, Inc. · Ohio · Healthcare & Social Assistance

$48M in assets, 567 participants

Fortec Medical, Inc.'s Fortec Medical, Inc. 401(k) Profit Sharing reported $48M in total assets and 567 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,467 in Healthcare & Social Assistance (17,684 peers)

Where Fortec Medical, Inc. 401(k) Profit Sharing sits by assets

Fortec Medical, Inc. 401(k) Profit Sharing sits in the top quartile of all filed plans by assets, $48M for 567 participants (~$85,466/participant), up 24.7% in 2023.

#15,467
in Healthcare & Social Assistance (17,684 peers)
+24.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Fortec Medical, Inc. 401(k) Profit Sharing's outsized position by total assets

Fortec Medical, Inc. 401(k) Profit Sharing vs every filed plan by assets

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

$48,459,414 Top 15% higher than 85% 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

Fortec Medical, Inc. 401(k) Profit Sharing among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fortec Medical, Inc. 401(k) Profit Sharing sits mid-pack in the medium band (567 participants).

Form 5500 schedule snapshot

Filing strip 341662721 · Fortec Medical, Inc. PY 2023 · 401(k)

Fortec Medical, Inc. 401(k) Profit Sharing · $48M · 567 · 85th

  • PHOTO $48M
  • IND 567
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Hooper, Lundy & Bookman, Inc. 401(k) Plan
  • PCT ind #15467

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Fortec Medical, Inc. 401(k) Profit Sharing in the asset neighbourhood

Delta Dental of Rhode Island 401(k) Profit Sharing PlanDelta Dental of Rhode Island…$48MFortec Medical, Inc. 401(k) Profit SharingFortec Medical, Inc. 401(k) …$48MHooper, Lundy & Bookman, Inc. 401(k) PlanHooper, Lundy & Bookman, Inc…$48MAbc of Delaware 401(k) Plan$48MHouston Astros, LLC 401(k) Savings Plan and TrustHouston Astros, LLC 401(k) S…$48M
End-of-year total assets ($M) among Fortec Medical, Inc. 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$48M
Net Income$10M
Employer EIN341662721
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fortec Medical, Inc.)

Sponsor-wide plan assets over time

All Fortec Medical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 52.73845134463366% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $38.9M $59.3M ▲ +52.7%
Year Plans Participants Total Assets
2022 1 545 $39M
2023 1 567 $48M
2024 1 638 $59M

Nearby 401(k) Plans in Ohio

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

Fortec Medical, Inc. 401(k) Profit Sharing vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Fortec Medical, Inc. 401(k) Profit Sharing, Total assets ($B): 0.048459414 · Participants: 567Fortec Medical, Inc. 401(k) Profit SharingGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Fortec Medical, Inc. 401(k) Profit Sharing vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Fortec Medical, Inc. 401(k) Profit Sharing side-by-side with 3 peers →

Fortec Medical, Inc. 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Hooper, Lundy & Bookman, Inc. 401(k) Plan in CA ($48M); by covered participants it is Van Eerden Savings and Retirement Plan in MI (567 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (567 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 Fortec Medical, Inc. 401(k) Profit Sharing assets move in 2023? ▼
Fortec Medical, Inc. 401(k) Profit Sharing grew sharply - up 24.7% during 2023, from $39M to $48M. Reported net income was $10M.
How have Fortec Medical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortec Medical, Inc.'s sponsor-wide assets grew 52.7%, from $39M to $59M.
Where does Fortec Medical, Inc. 401(k) Profit Sharing rank by assets among Form 5500 filers? ▼
Fortec Medical, Inc. 401(k) Profit Sharing ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fortec Medical, Inc. 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Hooper, Lundy & Bookman, Inc. 401(k) Plan in CA ($48M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Fortec Medical, Inc. 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Van Eerden Savings and Retirement Plan in MI (567 participants, $34M 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 341662721.

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.