401(k) · DOL Form 5500 · 2023
Fortune Metal Group Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 297
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $48,438
- Avg per participant Low balance/head
Official DOL plan name: Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla · Sponsored by Fortune Metal Group Inc. · New Jersey · Wholesale Trade
$14M in assets, 297 participants
Fortune Metal Group Inc.'s Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla reported $14M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #3,809 in Wholesale Trade (6,309 peers)
Coverage in New Jersey
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla covers 297 participants in New Jersey, about 35% of the average New Jersey filer (state average ~844 per filing). Assets: $14M.
- #3,809
- in Wholesale Trade (6,309 peers)
- +31.9%
- assets growth YoY
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla's mid-pack asset rank among Wholesale Trade and all filers
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,386,117 Top 34% higher than 66% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla 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. Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla sits mid-pack in the medium band (297 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla reported participants fell from 308 in the plan year 2022 filing to 297 in the plan year 2023 filing.
DOL schedule card
Filing strip 050502730 · Fortune Metal Group Inc. PY 2023 · 401(k)
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla · $14M · 297 · 66th
- BOY $14M
- BOY 297
- BOY 66th
- BOY 401(k)
- BOY near Christian Appalachian Project, Inc. Employee Savings Plan
- BOY ind #3809
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 Wholesale Trade retirement plans → · Plans in New Jersey →
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 050502730 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fortune Metal Group Inc.)
Sponsor-wide plan assets over time
All Fortune Metal Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 60.066835152792784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 308 | $11M |
| 2023 | 1 | 297 | $14M |
| 2024 | 1 | 318 | $17M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Christian Appalachian Project, Inc. Employee Savings Plan in KY ($14M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Christian Appalachian Project, Inc. Employee Savings Plan (KY) $14M · 152
- Acacia Savings Plan (AZ) $14M · 18
- Rizzo International, Inc. 401(k) Profit Sharing Plan (PA) $14M · 98
- Lmc Enterprises 401(k) Plan (CA) $14M · 131
Similar participant headcount
Nearest other-state filings by covered participants (297 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.