401(k) · DOL Form 5500 · 2023
Fortune Enterprise Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2,088
- Participants Near avg headcount
- 25th
- Percentile by assets National rank
- $578
- Avg per participant Low balance/head
Official DOL plan name: Fortune Enterprise Holdings Inc. 401(k) Plan · Sponsored by Fortune Enterprise Holdings Inc. · California · Retail Trade
$1M in assets, 2,088 participants
Fortune Enterprise Holdings Inc.'s Fortune Enterprise Holdings Inc. 401(k) Plan reported $1M in total assets and 2,088 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #3,182 in Retail Trade (8,414 peers)
Coverage in California
Fortune Enterprise Holdings Inc. 401(k) Plan covers 2,088 participants in California, 3.3x the typical California plan (state average ~630 per filing). Assets: $1M.
- #3,182
- in Retail Trade (8,414 peers)
- +45.0%
- assets growth YoY
Fortune Enterprise Holdings Inc. 401(k) Plan among the smaller filed plans by assets
Fortune Enterprise Holdings Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,207,893 25th percentile higher than 25% 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 Enterprise Holdings Inc. 401(k) 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. Fortune Enterprise Holdings Inc. 401(k) Plan lands in the large band (2,088 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fortune Enterprise Holdings Inc. 401(k) Plan reported net income rose from $14K in the plan year 2022 filing to $375K in the plan year 2023 filing.
- Fortune Enterprise Holdings Inc. 401(k) Plan end-of-year assets rose from $833K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Fortune Enterprise Holdings Inc. 401(k) Plan reported participants fell from 2,236 in the plan year 2022 filing to 2,088 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 201303840 · Fortune Enterprise Holdings Inc. PY 2023 · 401(k)
Fortune Enterprise Holdings Inc. 401(k) Plan · $1M · 2,088 · 25th
- RANK $1M
- PHOTO 2,088
- IND 25th
- EOY 401(k)
- 5500 near Ryan Tribbett Company 401(k) Profit Sharing Plan
- ASSETS ind #3182
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 Retail Trade retirement plans → · Plans in California →
Fortune Enterprise Holdings Inc. 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $833K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $375K |
| Employer EIN | 201303840 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fortune Enterprise Holdings Inc.)
Sponsor-wide plan assets over time
All Fortune Enterprise Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 88.440356841054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,236 | $833K |
| 2023 | 1 | 2,088 | $1M |
| 2024 | 1 | 2,355 | $2M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Fortune Enterprise Holdings Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ryan Tribbett Company 401(k) Profit Sharing Plan in OR ($1M); by covered participants it is Construction 401(k) Plan in KS (2,088 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,088 participants); asset peers above are excluded.
- Construction 401(k) Plan (KS) 2,088 · 0 off
- Steel Warehouse, Lock Joint Tube and Sfi Consolidated Profit Sharing Plan (IN) 2,088 · 0 off
- Idaho Power Company Employee Savings Plan (ID) 2,089 · 1 off
- La Michoacana Meat Market 401(k) Plan (TX) 2,089 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.