401(k) · DOL Form 5500 · 2023

Fortitude Re 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
501
Participants Below avg headcount
91st
Percentile by assets National rank
$179,535
Avg per participant Above avg balance/head
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Official DOL plan name: Fortitude Re 401(k) Plan · Sponsored by Fortitude Re · New Jersey · Finance & Insurance

$90M in assets, 501 participants

Fortitude Re's Fortitude Re 401(k) Plan reported $90M in total assets and 501 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,577 in Finance & Insurance (8,869 peers)

Where Fortitude Re 401(k) Plan sits by assets

Fortitude Re 401(k) Plan sits in the top 10% of all filed plans by assets, $90M for 501 participants (~$179,535/participant), up 30.3% in 2023.

#7,577
in Finance & Insurance (8,869 peers)
+30.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Fortitude Re 401(k) Plan's outsized position by total assets

Fortitude Re 401(k) Plan vs every filed plan by assets

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

$89,947,144 Top 9% higher than 91% 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

Fortitude Re 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. Fortitude Re 401(k) Plan sits mid-pack in the medium band (501 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fortitude Re 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Fortitude Re 401(k) Plan end-of-year assets rose from $69M in the plan year 2022 filing to $90M in the plan year 2023 filing.
  • Fortitude Re 401(k) Plan reported participants rose from 401 in the plan year 2022 filing to 501 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 831064140 · Fortitude Re PY 2023 · 401(k)

Fortitude Re 401(k) Plan · $90M · 501 · 91st

  • EIN $90M
  • RANK 501
  • PHOTO 91st
  • IND 401(k)
  • EOY near Employee Retirement Savings Plan
  • 5500 ind #7577

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Fortitude Re 401(k) Plan in the asset neighbourhood

Canal Barge Company, Inc. Employees' 401(k) Savings PlanCanal Barge Company, Inc. Em…$90MFortitude Re 401(k) Plan$90MEmployee Retirement Savings PlanEmployee Retirement Savings …$90MDayton Superior Corporation Savings PlanDayton Superior Corporation …$90MSequoia Consulting Group 401(k) PlanSequoia Consulting Group 401…$90M
End-of-year total assets ($M) among Fortitude Re 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$90M
Net Income$21M
Employer EIN831064140
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fortitude Re)

Sponsor-wide plan assets over time

All Fortitude Re plans reported in each filing year

Latest sponsor-wide plan assets
$112M 62.13633762603449% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $69.1M $112M ▲ +62.1%
Year Plans Participants Total Assets
2022 1 401 $69M
2023 1 501 $90M
2024 1 430 $112M

Nearby 401(k) Plans in New Jersey

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

Fortitude Re 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Fortitude Re 401(k) Plan, Total assets ($B): 0.089947144 · Participants: 501Fortitude Re 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Fortitude Re 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Fortitude Re 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Employee Retirement Savings Plan in VA ($90M); by covered participants it is Burton 401(k) Incentive Savings Plan in VT (501 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (501 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 Fortitude Re 401(k) Plan assets move in 2023? ▼
Fortitude Re 401(k) Plan surged - up 30.3% during 2023, from $69M to $90M. Reported net income was $21M.
How have Fortitude Re plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortitude Re's sponsor-wide assets grew 62.1%, from $69M to $112M.
Where does Fortitude Re 401(k) Plan rank by assets among Form 5500 filers? ▼
Fortitude Re 401(k) Plan ranks in the 91st 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 Fortitude Re 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Retirement Savings Plan in VA ($90M, 675 participants).
Which 401(k) plans cover a similar participant headcount to Fortitude Re 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burton 401(k) Incentive Savings Plan in VT (501 participants, $77M 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 831064140.

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.