401(k) · DOL Form 5500 · 2023

Fortress Services, Inc. 401(k) Plan

Data updated 2026-08-25

$174K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$173,857
Avg per participant Above avg balance/head
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Official DOL plan name: Fortress Retirement Plan · Sponsored by Fortress Services, Inc. · California · Administrative & Support Services

$174K in assets, 1 participants

Fortress Services, Inc.'s Fortress Retirement Plan reported $174K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #981 in Administrative & Support Services (4,372 peers)

2023 asset change

Fortress Retirement Plan pulled back noticeably 9.6% in 2023 ($192K → $174K) for 1 participant.

#981
in Administrative & Support Services (4,372 peers)
-9.6%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fortress Retirement Plan among the smaller filed plans by assets

Fortress Retirement Plan vs every filed plan by assets

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

$173,857 10th percentile higher than 10% 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

Fortress Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fortress Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fortress Retirement Plan reported net income fell from $5 in the plan year 2022 filing to -$18K in the plan year 2023 filing.
  • Fortress Retirement Plan end-of-year assets fell from $192K in the plan year 2022 filing to $174K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 822538751 · Fortress Services, Inc. PY 2023 · 401(k)

Fortress Retirement Plan · $174K · 1 · 10th

  • BOOK $174K
  • BOOK 1
  • BOOK 10th
  • BOOK 401(k)
  • BOOK near Rsmcpa Corp. 401(k) Plan
  • BOOK ind #981

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 Administrative & Support Services retirement plans → · Plans in California →

Fortress Retirement Plan in the asset neighbourhood

Fortress Retirement Plan$174KRsmcpa Corp. 401(k) Plan$174KWindy City Distilling, Inc. 401(k) PlanWindy City Distilling, Inc. …$174KSerendipity Kidd Investments, Inc. 401(k) Profit Sharing PlanSerendipity Kidd Investments…$174KAoc Homes 401(k)$174K
End-of-year total assets ($M) among Fortress Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fortress Services, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Fortress Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$174K 9.561585118446924% vs 2022
2023 filing year
$0.16M$0.17M$0.18M$0.19M$0.2M 20222023 $0.19M $0.17M ▼ -10.5%
Year Plans Participants Total Assets
2022 1 1 $192K
2023 1 1 $174K

2023 asset-move particulars

Total Assets (Beginning of Year)$192K
Net Assets (End of Year)$174K
Net Income-$18K
Employer EIN822538751
Plan Effective Date2018-08-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Fortress Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fortress Retirement Plan, Total assets ($B): 0.000173857 · Participants: 1Fortress Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Fortress Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Fortress Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Rsmcpa Corp. 401(k) Plan in TX ($174K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($174K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Fortress Retirement Plan assets move in 2023? ▼
Fortress Retirement Plan pulled back noticeably - down 9.6% during 2023, from $192K to $174K. Reported net income was -$18K.
How have Fortress Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Fortress Services, Inc.'s sponsor-wide assets declined 9.6%, from $192K to $174K.
Where does Fortress Retirement Plan rank by assets among Form 5500 filers? ▼
Fortress Retirement Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Fortress Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rsmcpa Corp. 401(k) Plan in TX ($174K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Fortress Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 822538751.

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.