Money Purchase · DOL Form 5500 · 2024
Richard C. Fortuna Money Purchase Plan
Data updated 2026-08-25
- $186K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $93,005
- Avg per participant Below avg balance/head
Official DOL plan name: Richard C. Fortuna Dba Sea L.C. Money Purchase Plan · Sponsored by Richard C. Fortuna · Maryland · Professional & Technical Services
$186K in assets, 2 participants
Richard C. Fortuna's Richard C. Fortuna Dba Sea L.C. Money Purchase Plan reported $186K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #1,616 in Professional & Technical Services (20,173 peers)
Richard C. Fortuna multi-year trail
Richard C. Fortuna's plans moved +12.2% in assets from 2022 to 2024; this filing shows Richard C. Fortuna Dba Sea L.C. Money Purchase Plan at $186K / 2 participants.
- #1,616
- in Professional & Technical Services (20,173 peers)
- +8.9%
- assets growth YoY
Richard C. Fortuna Dba Sea L.C. Money Purchase Plan among the smaller filed plans by assets
Richard C. Fortuna Dba Sea L.C. Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$186,010 10th percentile higher than 10% 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
Richard C. Fortuna Dba Sea L.C. Money Purchase Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard C. Fortuna Dba Sea L.C. Money Purchase Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Richard C. Fortuna Dba Sea L.C. Money Purchase Plan reported net income rose from $13K in the plan year 2023 filing to $15K in the plan year 2024 filing.
- Richard C. Fortuna Dba Sea L.C. Money Purchase Plan end-of-year assets rose from $171K in the plan year 2023 filing to $186K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 521930412 · Richard C. Fortuna PY 2024 · Money Purchase
Richard C. Fortuna Dba Sea L.C. Money Purchase Plan · $186K · 2 · 10th
- VS-ST $186K
- VS-ST 2
- VS-ST 10th
- VS-ST Money Purchase
- VS-ST near Panama City Employers-Ala Local Number 1482 Money Purchase Pension Plan
- VS-ST ind #1616
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 Professional & Technical Services retirement plans → · Plans in Maryland →
Richard C. Fortuna Dba Sea L.C. Money Purchase Plan in the asset neighbourhood
Richard C. Fortuna multi-year asset trail
Sponsor-wide plan assets over time
All Richard C. Fortuna plans reported in each filing year
- Latest sponsor-wide plan assets
- $730K 12.219147997028648% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $650K |
| 2023 | 2 | 4 | $686K |
| 2024 | 2 | 4 | $730K |
Richard C. Fortuna filing trail (2024)
| Total Assets (Beginning of Year) | $171K |
|---|---|
| Net Assets (End of Year) | $186K |
| Net Income | $15K |
| Employer EIN | 521930412 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Maryland
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- National Electrical Annuity Plan $18.1B · 86,141
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a $3.0B · 8,190
- Meba Pension Trust-Money Purchase Benefit Plan $306M · 2,964
- Seafarers Money Purchase Pension Plan $168M · 8,583
- Defined Contribution Plan for the Employees of the American Institute of Physics $141M · 222
Richard C. Fortuna Dba Sea L.C. Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Maryland, the nearest Money Purchase by assets is Panama City Employers-Ala Local Number 1482 Money Purchase Pension Plan in MS ($182K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($186K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Virginia Aquaklear Inc 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- The Sellon Retirement Plan (NY) 2 · 0 off
- Henney Wealth Management, Inc. Money Purchase Plan (CA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.