401(k) · DOL Form 5500 · 2023

Fortra, LLC 401(k) Plan

Data updated 2026-08-11

$176M
Total assets
1,609
Participants
94th
Percentile by assets
$109,308
Avg per participant
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Official DOL plan name: Fortra, LLC 401(k) Savings Plan · Sponsored by Fortra, LLC · Minnesota · Professional & Technical Services

$176M in assets, 1,609 participants

Fortra, LLC's Fortra, LLC 401(k) Savings Plan reported $176M in total assets and 1,609 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #19,386 in Professional & Technical Services (20,321 peers)

Where Fortra, LLC 401(k) Savings Plan sits by assets

Fortra, LLC 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $176M for 1,609 participants (~$109,308/participant), up 27.6% in 2023.

$176M
total plan assets (2023 EOY)
1,609
covered participants
94th
percentile by assets (of 127,072 plans)
$109,308
avg assets per participant

Where Fortra, LLC 401(k) Savings Plan sits by total assets

Fortra, LLC 401(k) Savings Plan vs every filed plan by assets

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

$175,877,080 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fortra, LLC 401(k) Savings Plan reported net income rose from $20M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Fortra, LLC 401(k) Savings Plan reported participants rose from 993 in the plan year 2022 filing to 1,609 in the plan year 2023 filing.
  • Fortra, LLC 401(k) Savings Plan end-of-year assets rose from $138M in the plan year 2022 filing to $176M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Minnesota
Industry
Professional & Technical Services

Fortra, LLC 401(k) Savings Plan vs the 2023 asset distribution

By assets, Fortra, LLC 401(k) Savings Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$138M
Net Assets (End of Year)$176M
Net Income$38M
Employer EIN300290533
Plan Effective Date2005-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fortra, LLC)

$100M$150M$200M$250M 202220232024 $138M $207M ▲ +50.1%
Total plan assets by year, all Fortra, LLC plans on file
Year Plans Participants Total Assets
2022 1 993 $138M
2023 1 1,609 $176M
2024 1 1,384 $207M

Nearby 401(k) Plans in Minnesota

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

Fortra, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Fortra, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Fortra, LLC 401(k) S…Unitedhealth Group 4…Target Corporation 4…Medtronic Savings an…3M Voluntary Investm…U.S. Bank 401(k) Sav…
Fortra, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Fortra, LLC 401(k) Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Fortra, LLC 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Fortra, LLC 401(k) Savings Plan assets move in 2023? ▼
Fortra, LLC 401(k) Savings Plan grew sharply - up 27.6% during 2023, from $138M to $176M. Reported net income was $38M.
How have Fortra, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortra, LLC's sponsor-wide assets grew 50.1%, from $138M to $207M.
Where does Fortra, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Fortra, LLC 401(k) Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fortra, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is L & L Products Employees' Profit Sharing Plan and Trust in MI ($176M, 548 participants).

Next read for Fortra, LLC 401(k) Savings Plan

Scale reading

Ways to act on Fortra, LLC 401(k) Savings Plan's numbers.

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 300290533.

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.