401(k) · DOL Form 5500 · 2024

Fortera Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
192
Participants Below avg headcount
65th
Percentile by assets National rank
$80,252
Avg per participant Below avg balance/head
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Official DOL plan name: Fortera Federal Credit Union 401(k) Plan and Trust · Sponsored by Fortera Federal Credit Union · Tennessee · Finance & Insurance

$15M in assets, 192 participants

Fortera Federal Credit Union's Fortera Federal Credit Union 401(k) Plan and Trust reported $15M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,188 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

Fortera Federal Credit Union 401(k) Plan and Trust covers 192 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $15M.

#4,188
in Finance & Insurance (8,549 peers)
+17.9%
assets growth YoY

Fortera Federal Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Fortera Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$15,408,473 Top 35% higher than 65% of 123,620 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 2024

Fortera Federal Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fortera Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fortera Federal Credit Union 401(k) Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Fortera Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 610523393 · Fortera Federal Credit Union PY 2024 · 401(k)

Fortera Federal Credit Union 401(k) Plan and Trust · $15M · 192 · 65th

  • EIN $15M
  • RANK 192
  • PHOTO 65th
  • IND 401(k)
  • EOY near 401(k) Profit Sharing Plan for Employees of Starting Point Services for Children, Inc.
  • 5500 ind #4188

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 Tennessee →

Fortera Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Fortera Federal Credit Union 401(k) Plan and TrustFortera Federal Credit Union…$15M401(k) Profit Sharing Plan for Employees of Starting Point Services for Children, Inc.401(k) Profit Sharing Plan f…$15MMolded Dimensions, LLC 401(k) Salary Reduction Plan & TrustMolded Dimensions, LLC 401(k…$15MAljsco Management LLC. 401(k) Profit Sharing PlanAljsco Management LLC. 401(k…$15MAutomated Building Systems, Inc. 401(k) Profit Sharing PlanAutomated Building Systems, …$15M
End-of-year total assets ($M) among Fortera Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN610523393
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fortera Federal Credit Union)

Sponsor-wide plan assets over time

All Fortera Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$15M 36.42565658586858% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.3M $15.4M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 172 $11M
2023 1 192 $13M
2024 1 192 $15M

Nearby 401(k) Plans in Tennessee

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

Fortera Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Fortera Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.015408473 · Participants: 192Fortera Federal Credit Union 401(k) Plan and TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Fortera Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Fortera Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Fortera Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Starting Point Services for Children, Inc. in NY ($15M); by covered participants it is Lawley Motors, LLC 401(k) Plan in AZ (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.

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 Fortera Federal Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Fortera Federal Credit Union 401(k) Plan and Trust grew sharply - up 17.9% during 2024, from $13M to $15M. Reported net income was $2M.
How have Fortera Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortera Federal Credit Union's sponsor-wide assets grew 36.4%, from $11M to $15M.
Which 401(k) plans are similar in size to Fortera Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Starting Point Services for Children, Inc. in NY ($15M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Fortera Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Lawley Motors, LLC 401(k) Plan in AZ (192 participants, $8M 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 610523393.

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.