Profit Sharing · DOL Form 5500 · 2023

Forte Group Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$613,020
Avg per participant High balance/head
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Official DOL plan name: Forte Group Inc. Retirement Plan · Sponsored by Forte Group Inc. · Minnesota · Food Services & Accommodation

$2M in assets, 3 participants

Forte Group Inc.'s Forte Group Inc. Retirement Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,517 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Forte Group Inc. Retirement Plan ranks #2,517 of 3,828 2023 filers by assets (1064% of the sector average)-$2M for 3 participants.

#2,517
in Food Services & Accommodation (3,828 peers)
+30.8%
assets growth YoY

Forte Group Inc. Retirement Plan among the smaller filed plans by assets

Forte Group Inc. Retirement Plan vs every filed plan by assets

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

$1,839,059 30th percentile higher than 30% 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

Forte Group Inc. Retirement 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. Forte Group Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forte Group Inc. Retirement Plan reported net income rose from $129K in the plan year 2022 filing to $433K in the plan year 2023 filing.
  • Forte Group Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Forte Group Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 830981124 · Forte Group Inc. PY 2023 · Profit Sharing

Forte Group Inc. Retirement Plan · $2M · 3 · 30th

  • TYPE $2M
  • NET 3
  • BOOK 30th
  • VS-ST Profit Sharing
  • BOY near Stanton McDonald's, M.D., P.C. Profit Sharing Plan
  • SCH ind #2517

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 Food Services & Accommodation retirement plans → · Plans in Minnesota →

Forte Group Inc. Retirement Plan in the asset neighbourhood

Forte Group Inc. Retirement PlanForte Group Inc. Retirement …$2MStanton McDonald's, M.D., P.C. Profit Sharing PlanStanton McDonald's, M.D., P.…$2MJba Employees Retirement Plan$2MChildren's Aid College Prep Charter School 401(k) PlanChildren's Aid College Prep …$2MTrickles Firestone Store Employees Profit Sharing PlanTrickles Firestone Store Emp…$2M
End-of-year total assets ($M) among Forte Group Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$433K
Employer EIN830981124
Plan Effective Date2018-06-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Forte Group Inc.)

Sponsor-wide plan assets over time

All Forte Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 2.6454495863195633% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.41M $1.44M ▲ +2.1%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 3 $2M
2024 1 4 $1M

Nearby Profit Sharing Plans in Minnesota

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

Forte Group Inc. Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Forte Group Inc. Retirement Plan, Total assets ($B): 0.001839059 · Participants: 3Forte Group Inc. Retirement PlanEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Forte Group Inc. Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Forte Group Inc. Retirement Plan side-by-side with 3 peers →

Forte Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Stanton McDonald's, M.D., P.C. Profit Sharing Plan in UT ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Forte Group Inc. Retirement Plan assets move in 2023? ▼
Forte Group Inc. Retirement Plan surged - up 30.8% during 2023, from $1M to $2M. Reported net income was $433K.
How have Forte Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forte Group Inc.'s sponsor-wide assets grew 2.6%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Forte Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Stanton McDonald's, M.D., P.C. Profit Sharing Plan in UT ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Forte Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 830981124.

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.