401(k) · DOL Form 5500 · 2024

Fortifi Bank 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 90
Participants Small participant base: 56th
Percentile by assets National rank: $112,317
Avg per participant Below avg balance/head

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Official DOL plan name: Fortifi Bank 401(k) Plan · Sponsored by Fortifi Bank · Wisconsin · Finance & Insurance

$10M in assets, 90 participants

Fortifi Bank's Fortifi Bank 401(k) Plan reported $10M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

#3,398 in Finance & Insurance (8,549 peers)

Fortifi Bank multi-year trail

Fortifi Bank's plans moved +48.9% in assets from 2022 to 2024; this filing shows Fortifi Bank 401(k) Plan at $10M / 90 participants.

#3,398
in Finance & Insurance (8,549 peers): +16.3%
assets growth YoY

Fortifi Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Fortifi Bank 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$10,108,539 Top 44% higher than 56% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Fortifi Bank 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fortifi Bank 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Fortifi Bank 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Fortifi Bank 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Fortifi Bank 401(k) Plan reported participants fell from 95 in the plan year 2023 filing to 90 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390280510 · Fortifi Bank PY 2024 · 401(k)

Fortifi Bank 401(k) Plan · $10M · 90 · 56th

5500 $10M
ASSETS 90
PCT 56th
EIN 401(k)
RANK near Bigbee Steel Buildings, Inc. 401(k) Plan
PHOTO ind #3398

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Fortifi Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fortifi Bank multi-year asset trail

Latest sponsor-wide plan assets: $10M 48.9041150171397% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	95	$7M
2023	1	95	$9M
2024	1	90	$10M

Fortifi Bank filing trail (2024)

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$10M
Net Income	$1M
Employer EIN	390280510
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Fortifi Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Fortifi Bank 401(k) Plan side-by-side with 3 peers →

Fortifi Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Bigbee Steel Buildings, Inc. 401(k) Plan in AL ($10M); by covered participants it is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Bigbee Steel Buildings, Inc. 401(k) Plan (AL) $10M · 87
Majority Strategies 401(k) Plan (FL) $10M · 148
Regional Eye Center, P.C. 401(k) Profit Sharing Plan (MO) $10M · 42
Employee Benefits Leasing, Inc. 401(k) Plan (UT) $10M · 277

Similar participant headcount

Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.

501st Transport Inc 401(k) Profit Sharing Plan & Trust (NY) 90 · 0 off
Furuno USA, Inc. 401(k) Plan (WA) 90 · 0 off
Gas Equipment Company, Inc. 401(k) Plan (TX) 90 · 0 off
Tylok 401(k) Plan (OH) 90 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fortifi Bank 401(k) Plan assets move in 2024? ▼

Fortifi Bank 401(k) Plan grew sharply - up 16.3% during 2024, from $9M to $10M. Reported net income was $1M.

How have Fortifi Bank plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fortifi Bank's sponsor-wide assets grew 48.9%, from $7M to $10M.

Which 401(k) plans are similar in size to Fortifi Bank 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bigbee Steel Buildings, Inc. 401(k) Plan in AL ($10M, 87 participants).

Which 401(k) plans cover a similar participant headcount to Fortifi Bank 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants, $299K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390280510.