401(k) · DOL Form 5500 · 2023

Ca Fortune 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 363
Participants Below avg headcount: 66th
Percentile by assets National rank: $38,690
Avg per participant Low balance/head

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Official DOL plan name: Ca Fortune 401(k) Plan · Sponsored by Ca Fortune · Illinois · Wholesale Trade

$14M in assets, 363 participants

Ca Fortune's Ca Fortune 401(k) Plan reported $14M in total assets and 363 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#3,759 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Ca Fortune 401(k) Plan covers 363 participants in Illinois, about 47% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#3,759
in Wholesale Trade (6,309 peers): +27.5%
assets growth YoY

Ca Fortune 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Ca Fortune 401(k) Plan vs every filed plan by assets

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

$14,044,473 Top 34% higher than 66% 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

Ca Fortune 401(k) 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. Ca Fortune 401(k) Plan sits mid-pack in the medium band (363 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Ca Fortune 401(k) Plan reported net income rose from $764K in the plan year 2022 filing to $3M in the plan year 2023 filing.
Ca Fortune 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Ca Fortune 401(k) Plan reported participants rose from 325 in the plan year 2022 filing to 363 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 611749071 · Ca Fortune PY 2023 · 401(k)

Ca Fortune 401(k) Plan · $14M · 363 · 66th

BOOK $14M
VS-ST 363
BOY 66th
SCH 401(k)
EBSA near Precision Diagnostics 401(k) Profit Sharing Plan
PART ind #3759

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 Wholesale Trade retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Ca Fortune 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$14M
Net Income	$3M
Employer EIN	611749071
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ca Fortune)

Latest sponsor-wide plan assets: $18M 60.49941556980129% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	325	$11M
2023	1	363	$14M
2024	1	408	$18M

Nearby 401(k) Plans in Illinois

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

Ca Fortune 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Ca Fortune 401(k) Plan side-by-side with 3 peers →

Ca Fortune 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Precision Diagnostics 401(k) Profit Sharing Plan in CA ($14M); by covered participants it is Southeastern Computer Consultants, Inc. 401(k) Plan in MD (363 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Precision Diagnostics 401(k) Profit Sharing Plan (CA) $14M · 430
Toro Enterprises, Inc. Employee Stock Ownership Plan (CA) $14M · 95
Cummins Behavioral Health Systems, Inc. 401(k) Plan (IN) $14M · 416
Charles D. Jones & Company, Inc. 401(k) Plan (MO) $14M · 182

Similar participant headcount

Nearest other-state filings by covered participants (363 participants); asset peers above are excluded.

Southeastern Computer Consultants, Inc. 401(k) Plan (MD) 363 · 0 off
Government Executive Media Group 401(k) Plan (DC) 363 · 0 off
Bruno Independent Living Aids, Inc. 401(k) Plan and Trust (WI) 363 · 0 off
Psi America 401(k) Plan (PA) 363 · 0 off

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 Ca Fortune 401(k) Plan assets move in 2023? ▼

Ca Fortune 401(k) Plan grew sharply - up 27.5% during 2023, from $11M to $14M. Reported net income was $3M.

How have Ca Fortune plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ca Fortune's sponsor-wide assets grew 60.5%, from $11M to $18M.

Which 401(k) plans are similar in size to Ca Fortune 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Precision Diagnostics 401(k) Profit Sharing Plan in CA ($14M, 430 participants).

Which 401(k) plans cover a similar participant headcount to Ca Fortune 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Southeastern Computer Consultants, Inc. 401(k) Plan in MD (363 participants, $32M 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 611749071.