401(k) · DOL Form 5500 · 2023
Fortitude Re 401(k) Plan
Data updated 2026-08-11
- $90M
- Total assets
- 501
- Participants
- 91st
- Percentile by assets
- $179,535
- Avg per participant
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.
- 91st percentile by assets (of 127,072 plans)
- #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.
- $90M
- total plan assets (2023 EOY)
- 501
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $179,535
- avg assets per participant
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.
Fortitude Re 401(k) Plan vs the 2023 asset distribution
By assets, Fortitude Re 401(k) Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $21M |
| Employer EIN | 831064140 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fortitude Re)
| 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
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Fortitude Re 401(k) Plan by total assets, not by location.
- Employee Retirement Savings Plan (VA) $90M · 675
- Dayton Superior Corporation Savings Plan (OH) $90M · 1,093
- Sequoia Consulting Group 401(k) Plan (CA) $90M · 717
- Canal Barge Company, Inc. Employees' 401(k) Savings Plan (LA) $90M · 911
Frequently Asked Questions
How did Fortitude Re 401(k) Plan assets move in 2023? ▼
How have Fortitude Re plan assets changed over time? ▼
Where does Fortitude Re 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Fortitude Re 401(k) Plan? ▼
Next read for Fortitude Re 401(k) Plan
Scale reading
Ways to act on Fortitude Re 401(k) Plan's numbers.
- By total assets, Fortitude Re 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Fortitude Re's sponsor-wide assets have grown 62.1% since 2022 across 3 plan years on file. More Finance & Insurance plans