401(k) · DOL Form 5500 · 2023
Fortrea Inc. 401(k) Plan
Data updated 2026-08-11
- $534M
- Total assets
- 4,116
- Participants
- 98th
- Percentile by assets
- $129,820
- Avg per participant
Official DOL plan name: Fortrea 401(k) Plan · Sponsored by Fortrea Inc. · North Carolina · Healthcare & Social Assistance
$534M in assets, 4,116 participants
Fortrea Inc.'s Fortrea 401(k) Plan reported $534M in total assets and 4,116 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #17,279 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Fortrea 401(k) Plan covers 4,116 participants in North Carolina, 5.0x the typical North Carolina plan (state average ~819 per filing). Assets: $534M.
- $534M
- total plan assets (2023 EOY)
- 4,116
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $129,820
- avg assets per participant
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Fortrea 401(k) Plan reports 4,116 participants - 5.0x that state average ($534M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $534M |
| Net Income | $73M |
| Employer EIN | 223265977 |
| Plan Effective Date | 2023-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fortrea Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 4,116 | $534M |
| 2024 | 1 | 4,771 | $606M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Fortrea 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Fortrea 401(k) Plan by total assets, not by location.
- Electric Power Research Institute, Inc. 401(k) Plan (CA) $534M · 1,176
- The University of Phoenix, Inc. Savings and Investment Plan (AZ) $534M · 5,853
- 401(k) Profit Sharing Plan for Employees of Moss Adams LLP & Affiliates (WA) $535M · 3,829
- Gpi Hourly Savings Plan (GA) $535M · 6,117
Frequently Asked Questions
How have Fortrea Inc. plan assets changed over time? ▼
Where does Fortrea 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Fortrea 401(k) Plan? ▼
Next read for Fortrea 401(k) Plan
Filing takeaways
Ways to act on Fortrea 401(k) Plan's numbers.
- By total assets, Fortrea 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Fortrea Inc.'s sponsor-wide assets have grown 13.4% since 2023 across 2 plan years on file. More Healthcare & Social Assistance plans