401(k) · DOL Form 5500 · 2023

Fortuna Food Services, Inc. 401(k) Plan

Data updated 2026-08-25

$369K
Total assets Small plan by assets
8
Participants Small participant base
15th
Percentile by assets National rank
$46,139
Avg per participant Low balance/head
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Official DOL plan name: Fortuna Food Services, Inc. 401(k) Plan · Sponsored by Fortuna Food Services, Inc. · New York · Manufacturing

$369K in assets, 8 participants

Fortuna Food Services, Inc.'s Fortuna Food Services, Inc. 401(k) Plan reported $369K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,151 in Manufacturing (18,722 peers)

Fortuna Food Services, Inc. multi-year trail

Fortuna Food Services, Inc.'s plans moved -32.7% in assets from 2022 to 2024; this filing shows Fortuna Food Services, Inc. 401(k) Plan at $369K / 8 participants.

#1,151
in Manufacturing (18,722 peers)
-27.6%
assets change YoY

The plan reported a net loss of $141K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fortuna Food Services, Inc. 401(k) Plan among the smaller filed plans by assets

Fortuna Food Services, Inc. 401(k) Plan vs every filed plan by assets

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

$369,113 15th percentile higher than 15% 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

Fortuna Food Services, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fortuna Food Services, Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fortuna Food Services, Inc. 401(k) Plan reported net income fell from $44K in the plan year 2022 filing to -$141K in the plan year 2023 filing.
  • Fortuna Food Services, Inc. 401(k) Plan end-of-year assets fell from $510K in the plan year 2022 filing to $369K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 822491344 · Fortuna Food Services, Inc. PY 2023 · 401(k)

Fortuna Food Services, Inc. 401(k) Plan · $369K · 8 · 15th

  • EOY $369K
  • EOY 8
  • EOY 15th
  • EOY 401(k)
  • EOY near Eonsforeons, Inc. 401(k) Plan
  • EOY ind #1151

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 New York →

Fortuna Food Services, Inc. 401(k) Plan in the asset neighbourhood

Fortuna Food Services, Inc. 401(k) PlanFortuna Food Services, Inc. …$369KEonsforeons, Inc. 401(k) Plan$369KMid-Atlantic Consolidated Assets, Inc. 401(k) PlanMid-Atlantic Consolidated As…$369KBrietta Inc. 401(k) Plan$369KRex Wickline, Inc. 401(k) Profit Sharing PlanRex Wickline, Inc. 401(k) Pr…$369K
End-of-year total assets ($M) among Fortuna Food Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fortuna Food Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fortuna Food Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$343K 32.68287228219822% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.51M $0.34M ▼ -33.3%
Year Plans Participants Total Assets
2022 1 N/A $510K
2023 1 8 $369K
2024 1 9 $343K

Fortuna Food Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$510K
Net Assets (End of Year)$369K
Net Income-$141K
Employer EIN822491344
Plan Effective Date2017-08-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Fortuna Food Services, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fortuna Food Services, Inc. 401(k) Plan, Total assets ($B): 0.000369113 · Participants: 8Fortuna Food Services, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Fortuna Food Services, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fortuna Food Services, Inc. 401(k) Plan side-by-side with 3 peers →

Fortuna Food Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Eonsforeons, Inc. 401(k) Plan in TX ($369K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($369K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Fortuna Food Services, Inc. 401(k) Plan assets move in 2023? ▼
Fortuna Food Services, Inc. 401(k) Plan declined sharply - down 27.6% during 2023, from $510K to $369K. Reported net income was -$141K.
How have Fortuna Food Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortuna Food Services, Inc.'s sponsor-wide assets declined 32.7%, from $510K to $343K.
Where does Fortuna Food Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Fortuna Food Services, Inc. 401(k) Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Fortuna Food Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eonsforeons, Inc. 401(k) Plan in TX ($369K, 11 participants).
Which 401(k) plans cover a similar participant headcount to Fortuna Food Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 822491344.

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.