401(k) · DOL Form 5500 · 2023

Fortegra Financial Corporation 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
418
Participants Below avg headcount
83rd
Percentile by assets National rank
$92,956
Avg per participant Below avg balance/head
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Official DOL plan name: Fortegra Financial Corporation 401(k) Savings Plan · Sponsored by Fortegra Financial Corporation · Florida · Finance & Insurance

$39M in assets, 418 participants

Fortegra Financial Corporation's Fortegra Financial Corporation 401(k) Savings Plan reported $39M in total assets and 418 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,517 in Finance & Insurance (8,869 peers)

Where Fortegra Financial Corporation 401(k) Savings Plan sits by assets

Fortegra Financial Corporation 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $39M for 418 participants (~$92,956/participant), up 24.2% in 2023.

#6,517
in Finance & Insurance (8,869 peers)
+24.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Fortegra Financial Corporation 401(k) Savings Plan's outsized position by total assets

Fortegra Financial Corporation 401(k) Savings Plan vs every filed plan by assets

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

$38,855,538 Top 17% higher than 83% 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

Fortegra Financial Corporation 401(k) Savings 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. Fortegra Financial Corporation 401(k) Savings Plan sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fortegra Financial Corporation 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Fortegra Financial Corporation 401(k) Savings Plan end-of-year assets rose from $31M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Fortegra Financial Corporation 401(k) Savings Plan reported participants rose from 398 in the plan year 2022 filing to 418 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581461399 · Fortegra Financial Corporation PY 2023 · 401(k)

Fortegra Financial Corporation 401(k) Savings Plan · $39M · 418 · 83rd

  • PCT $39M
  • PCT 418
  • PCT 83rd
  • PCT 401(k)
  • PCT near Healey Brothers, Inc. 401(k) Plan
  • PCT ind #6517

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 Florida →

Fortegra Financial Corporation 401(k) Savings Plan in the asset neighbourhood

Fortegra Financial Corporation 401(k) Savings PlanFortegra Financial Corporati…$39MHealey Brothers, Inc. 401(k) PlanHealey Brothers, Inc. 401(k)…$39MGoldsboro Milling Company 401(k) Profit Sharing Plan & TrustGoldsboro Milling Company 40…$39MQubicaamf Worldwide, LLC 401(k) PlanQubicaamf Worldwide, LLC 401…$39MSelectransportation Resources, L.L.C. Retirement Savings PlanSelectransportation Resource…$39M
End-of-year total assets ($M) among Fortegra Financial Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$39M
Net Income$8M
Employer EIN581461399
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fortegra Financial Corporation)

Sponsor-wide plan assets over time

All Fortegra Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$43M 37.360835766949954% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.3M $43M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 398 $31M
2023 1 418 $39M
2024 1 468 $43M

Nearby 401(k) Plans in Florida

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

Fortegra Financial Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Fortegra Financial Corporation 401(k) Savings Plan, Total assets ($B): 0.038855538 · Participants: 418Fortegra Financial Corporation 401(k) Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Fortegra Financial Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fortegra Financial Corporation 401(k) Savings Plan side-by-side with 3 peers →

Fortegra Financial Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Healey Brothers, Inc. 401(k) Plan in NY ($39M); by covered participants it is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Fortegra Financial Corporation 401(k) Savings Plan assets move in 2023? ▼
Fortegra Financial Corporation 401(k) Savings Plan grew sharply - up 24.2% during 2023, from $31M to $39M. Reported net income was $8M.
How have Fortegra Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortegra Financial Corporation's sponsor-wide assets grew 37.4%, from $31M to $43M.
Where does Fortegra Financial Corporation 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Fortegra Financial Corporation 401(k) Savings Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fortegra Financial Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Healey Brothers, Inc. 401(k) Plan in NY ($39M, 521 participants).
Which 401(k) plans cover a similar participant headcount to Fortegra Financial Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants, $52M 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 581461399.

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.