Other · DOL Form 5500 · 2023
The Fortune Society Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 448
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $23,536
- Avg per participant Low balance/head
Official DOL plan name: The Fortune Society Tax Sheltered Annuity · Sponsored by The Fortune Society · New York · Healthcare & Social Assistance
$11M in assets, 448 participants
The Fortune Society's The Fortune Society Tax Sheltered Annuity reported $11M in total assets and 448 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,552 in Healthcare & Social Assistance (17,684 peers)
The Fortune Society multi-year trail
The Fortune Society's plans moved +38.4% in assets from 2022 to 2024; this filing shows The Fortune Society Tax Sheltered Annuity at $11M / 448 participants.
- #11,552
- in Healthcare & Social Assistance (17,684 peers)
- +29.3%
- assets growth YoY
The Fortune Society Tax Sheltered Annuity's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Fortune Society Tax Sheltered Annuity vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,543,923 Top 40% higher than 60% 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
The Fortune Society Tax Sheltered Annuity 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. The Fortune Society Tax Sheltered Annuity sits mid-pack in the medium band (448 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Fortune Society Tax Sheltered Annuity reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Fortune Society Tax Sheltered Annuity reported participants rose from 319 in the plan year 2022 filing to 448 in the plan year 2023 filing.
- The Fortune Society Tax Sheltered Annuity end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 132645436 · The Fortune Society PY 2023 · Other
The Fortune Society Tax Sheltered Annuity · $11M · 448 · 60th
- SCH $11M
- EBSA 448
- PART 60th
- TYPE Other
- NET near Monroe County Medical Center Retirement Plan
- BOOK ind #11552
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
The Fortune Society Tax Sheltered Annuity in the asset neighbourhood
The Fortune Society multi-year asset trail
Sponsor-wide plan assets over time
All The Fortune Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 38.39849723337496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 319 | $8M |
| 2023 | 1 | 448 | $11M |
| 2024 | 1 | 514 | $11M |
The Fortune Society filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 132645436 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
The Fortune Society Tax Sheltered Annuity's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Monroe County Medical Center Retirement Plan in KY ($11M); by covered participants it is Communicare Health Centers 403(b) Plan in CA (448 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Monroe County Medical Center Retirement Plan (KY) $11M · 237
- Generation US Retirement Plan (ME) $11M · 184
- Medical Care Development, Inc. 403(b) Plan (ME) $11M · 140
- 403(b) Thrift Plan of Michigan Advocacy Program (MI) $11M · 189
Similar participant headcount
Nearest other-state filings by covered participants (448 participants); asset peers above are excluded.
- Communicare Health Centers 403(b) Plan (CA) 448 · 0 off
- American College of Surgeons Long Term Savings Plan (IL) 448 · 0 off
- Ranken Jordan Employees 403b Plan (MO) 448 · 0 off
- Harvey Mudd College Academic Retirement Plan (CA) 448 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.