401(k) · DOL Form 5500 · 2023

Fortis Solutions Group, LLC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
1,192
Participants Near avg headcount
84th
Percentile by assets National rank
$38,014
Avg per participant Low balance/head
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Official DOL plan name: Fortis Solutions Group, LLC Retirement Savings Plan · Sponsored by Fortis Solutions Group, LLC · Virginia · Manufacturing

$45M in assets, 1,192 participants

Fortis Solutions Group, LLC's Fortis Solutions Group, LLC Retirement Savings Plan reported $45M in total assets and 1,192 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,552 in Manufacturing (18,722 peers)

Where Fortis Solutions Group, LLC Retirement Savings Plan sits by assets

Fortis Solutions Group, LLC Retirement Savings Plan sits in the top quartile of all filed plans by assets, $45M for 1,192 participants (~$38,014/participant), up 38.3% in 2023.

#14,552
in Manufacturing (18,722 peers)
+38.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Fortis Solutions Group, LLC Retirement Savings Plan's outsized position by total assets

Fortis Solutions Group, LLC Retirement Savings Plan vs every filed plan by assets

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

$45,312,856 Top 16% higher than 84% 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

Fortis Solutions Group, LLC Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fortis Solutions Group, LLC Retirement Savings Plan lands in the large band (1,192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fortis Solutions Group, LLC Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Fortis Solutions Group, LLC Retirement Savings Plan end-of-year assets rose from $33M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Fortis Solutions Group, LLC Retirement Savings Plan reported participants rose from 1,032 in the plan year 2022 filing to 1,192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 273616783 · Fortis Solutions Group, LLC PY 2023 · 401(k)

Fortis Solutions Group, LLC Retirement Savings Plan · $45M · 1,192 · 84th

  • EOY $45M
  • 5500 1,192
  • ASSETS 84th
  • PCT 401(k)
  • EIN near New Story Retirement Plan
  • RANK ind #14552

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 Manufacturing retirement plans → · Plans in Virginia →

Fortis Solutions Group, LLC Retirement Savings Plan in the asset neighbourhood

Florida Pediatric Associates 401(k) Profit Sharing PlanFlorida Pediatric Associates…$45MOld Harbor Profit Sharing 401(k) PlanOld Harbor Profit Sharing 40…$45MThe Harford Mutual Insurance Group Retirement Savings PlanThe Harford Mutual Insurance…$45MFortis Solutions Group, LLC Retirement Savings PlanFortis Solutions Group, LLC …$45MNew Story Retirement Plan$45M
End-of-year total assets ($M) among Fortis Solutions Group, LLC Retirement 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)$33M
Net Assets (End of Year)$45M
Net Income$13M
Employer EIN273616783
Plan Effective Date2010-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fortis Solutions Group, LLC)

Sponsor-wide plan assets over time

All Fortis Solutions Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$53M 60.84564353725398% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.8M $52.7M ▲ +60.8%
Year Plans Participants Total Assets
2022 1 1,032 $33M
2023 1 1,192 $45M
2024 1 1,020 $53M

Nearby 401(k) Plans in Virginia

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

Fortis Solutions Group, LLC Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Fortis Solutions Group, LLC Retirement Savings Plan, Total assets ($B): 0.045312856 · Participants: 1192Fortis Solutions Group, LLC Retirement Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Fortis Solutions Group, LLC Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Fortis Solutions Group, LLC Retirement Savings Plan side-by-side with 3 peers →

Fortis Solutions Group, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is New Story Retirement Plan in MD ($45M); by covered participants it is Chesapeake Energy Corporation Savings and Incentive Stock Bonus Plan in OK (1,192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,192 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 Fortis Solutions Group, LLC Retirement Savings Plan assets move in 2023? ▼
Fortis Solutions Group, LLC Retirement Savings Plan surged - up 38.3% during 2023, from $33M to $45M. Reported net income was $13M.
How have Fortis Solutions Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortis Solutions Group, LLC's sponsor-wide assets grew 60.8%, from $33M to $53M.
Where does Fortis Solutions Group, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Fortis Solutions Group, LLC Retirement Savings Plan ranks in the 84th 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 Fortis Solutions Group, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Story Retirement Plan in MD ($45M, 1,976 participants).
Which 401(k) plans cover a similar participant headcount to Fortis Solutions Group, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chesapeake Energy Corporation Savings and Incentive Stock Bonus Plan in OK (1,192 participants, $572M 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 273616783.

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.