401(k) · DOL Form 5500 · 2023

Kosse Partners I, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 237
Participants Below avg headcount: 63rd
Percentile by assets National rank: $51,567
Avg per participant Low balance/head

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Official DOL plan name: Fortress Solutions 401(k) Plan · Sponsored by Kosse Partners I, LLC · Texas · Other Services

$12M in assets, 237 participants

Kosse Partners I, LLC's Fortress Solutions 401(k) Plan reported $12M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

#6,221 in Other Services (7,857 peers)

Coverage in Texas

Fortress Solutions 401(k) Plan covers 237 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#6,221
in Other Services (7,857 peers): +4.6%
assets growth YoY

Fortress Solutions 401(k) Plan's mid-pack asset rank among Other Services and all filers

Fortress Solutions 401(k) Plan vs every filed plan by assets

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

$12,221,304 Top 37% higher than 63% 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

Fortress Solutions 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. Fortress Solutions 401(k) Plan sits mid-pack in the medium band (237 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%)

Fortress Solutions 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $542K in the plan year 2023 filing.
Fortress Solutions 401(k) Plan reported participants fell from 295 in the plan year 2022 filing to 237 in the plan year 2023 filing.
Fortress Solutions 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 371692658 · Kosse Partners I, LLC PY 2023 · 401(k)

Fortress Solutions 401(k) Plan · $12M · 237 · 63rd

PART $12M
TYPE 237
NET 63rd
BOOK 401(k)
VS-ST near Ppfa Retirement Plan
BOY ind #6221

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 Other Services retirement plans → · Plans in Texas →

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

Texas filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$12M
Net Income	$542K
Employer EIN	371692658
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kosse Partners I, LLC)

Latest sponsor-wide plan assets: $14M 22.16977666858971% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	295	$12M
2023	1	237	$12M
2024	1	190	$14M

Nearby 401(k) Plans in Texas

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

Fortress Solutions 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Fortress Solutions 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Ppfa Retirement Plan in NY ($12M); by covered participants it is Gcr, Inc. 401(k) Plan in NC (237 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Ppfa Retirement Plan (NY) $12M · 35
Sain Associates, Inc. 401(k) Profit Sharing Plan (AL) $12M · 69
Ontra 401(k) Plan (CA) $12M · 244
Chrome Deposit Corporation 401(k) Plan (OH) $12M · 137

Similar participant headcount

Nearest other-state filings by covered participants (237 participants); asset peers above are excluded.

Gcr, Inc. 401(k) Plan (NC) 237 · 0 off
Mirantis, Inc 401(k) Profit Sharing Plan Trust (CA) 237 · 0 off
Contract Callers, Inc. 401(k) Plan (GA) 237 · 0 off
Difference Principle, Inc. Employee Retirement Plan (WI) 237 · 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 Fortress Solutions 401(k) Plan assets move in 2023? ▼

Fortress Solutions 401(k) Plan edged up modestly - up 4.6% during 2023, from $12M to $12M. Reported net income was $542K.

How have Kosse Partners I, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kosse Partners I, LLC's sponsor-wide assets grew 22.2%, from $12M to $14M.

Which 401(k) plans are similar in size to Fortress Solutions 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ppfa Retirement Plan in NY ($12M, 35 participants).

Which 401(k) plans cover a similar participant headcount to Fortress Solutions 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gcr, Inc. 401(k) Plan in NC (237 participants, $4M 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 371692658.