401(k) · DOL Form 5500 · 2023
Fortune Transportation 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 166
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $51,687
- Avg per participant Low balance/head
Official DOL plan name: Fortune Transportation 401(k) and Profit Sharing Plan · Sponsored by Fortune Transportation · Minnesota · Transportation & Warehousing
$9M in assets, 166 participants
Fortune Transportation's Fortune Transportation 401(k) and Profit Sharing Plan reported $9M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #1,879 in Transportation & Warehousing (3,362 peers)
Coverage in Minnesota
Fortune Transportation 401(k) and Profit Sharing Plan covers 166 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $9M.
- #1,879
- in Transportation & Warehousing (3,362 peers)
- +20.4%
- assets growth YoY
Fortune Transportation 401(k) and Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Fortune Transportation 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,580,114 Top 45% higher than 55% 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
Fortune Transportation 401(k) and Profit Sharing Plan 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. Fortune Transportation 401(k) and Profit Sharing Plan sits mid-pack in the medium band (166 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fortune Transportation 401(k) and Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Fortune Transportation 401(k) and Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Fortune Transportation 401(k) and Profit Sharing Plan reported participants fell from 172 in the plan year 2022 filing to 166 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 411417961 · Fortune Transportation PY 2023 · 401(k)
Fortune Transportation 401(k) and Profit Sharing Plan · $9M · 166 · 55th
- PHOTO $9M
- PHOTO 166
- PHOTO 55th
- PHOTO 401(k)
- PHOTO near Boys & Girls Clubs of Metro Denver, Inc. 401(k) Plan
- PHOTO ind #1879
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 Transportation & Warehousing retirement plans → · Plans in Minnesota →
Fortune Transportation 401(k) and Profit Sharing Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 411417961 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fortune Transportation)
Sponsor-wide plan assets over time
All Fortune Transportation plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 34.61152946582959% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 172 | $7M |
| 2023 | 1 | 166 | $9M |
| 2024 | 1 | 170 | $10M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Fortune Transportation 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Boys & Girls Clubs of Metro Denver, Inc. 401(k) Plan in CO ($9M); by covered participants it is California Retina Associates 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.
- California Retina Associates 401(k) Plan (CA) 166 · 0 off
- Lightways Hospice and Serious Illness Care 401(k) Plan (IL) 166 · 0 off
- Air Conditioning Innovative Solutions 401(k) Plan (TX) 166 · 0 off
- The Amadas Group, Inc. Savings Plan (VA) 166 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.