401(k) · DOL Form 5500 · 2024

Fortress Bank 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
125
Participants Small participant base
58th
Percentile by assets National rank
$88,768
Avg per participant Below avg balance/head
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Official DOL plan name: Fortress Bank Profit Sharing Plan · Sponsored by Fortress Bank · Illinois · Finance & Insurance

$11M in assets, 125 participants

Fortress Bank's Fortress Bank Profit Sharing Plan reported $11M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,574 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Fortress Bank Profit Sharing Plan covers 125 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $11M.

#3,574
in Finance & Insurance (8,549 peers)
+23.5%
assets growth YoY

Fortress Bank Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Fortress Bank Profit Sharing Plan vs every filed plan by assets

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

$11,095,988 Top 42% higher than 58% 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

Fortress Bank Profit Sharing Plan 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. Fortress Bank Profit Sharing Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fortress Bank Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Fortress Bank Profit Sharing Plan reported participants rose from 117 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 371232652 · Fortress Bank PY 2024 · 401(k)

Fortress Bank Profit Sharing Plan · $11M · 125 · 58th

  • NET $11M
  • NET 125
  • NET 58th
  • NET 401(k)
  • NET near Wonderland Tire, Inc. Profit Sharing 401(k) Plan
  • NET ind #3574

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 Illinois →

Fortress Bank Profit Sharing Plan in the asset neighbourhood

Fortress Bank Profit Sharing PlanFortress Bank Profit Sharing…$11MWonderland Tire, Inc. Profit Sharing 401(k) PlanWonderland Tire, Inc. Profit…$11MHayfin Capital Management LLC 401(k) Profit Sharing PlanHayfin Capital Management LL…$11M403(b) Thrift Plan for Employees of Gulfside Healthcare Services, Inc.403(b) Thrift Plan for Emplo…$11MCedar Valley Services, Inc. 401(k) Profit Sharing PlanCedar Valley Services, Inc. …$11M
End-of-year total assets ($M) among Fortress Bank Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN371232652
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fortress Bank)

Sponsor-wide plan assets over time

All Fortress Bank plans reported in each filing year

Latest sponsor-wide plan assets
$11M 62.00211233696476% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.85M $11.1M ▲ +62.0%
Year Plans Participants Total Assets
2022 1 116 $7M
2023 1 117 $9M
2024 1 125 $11M

Nearby 401(k) Plans in Illinois

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

Fortress Bank Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Fortress Bank Profit Sharing Plan, Total assets ($B): 0.011095988 · Participants: 125Fortress Bank Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Fortress Bank Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fortress Bank Profit Sharing Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Wonderland Tire, Inc. Profit Sharing 401(k) Plan in MI ($11M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Fortress Bank Profit Sharing Plan assets move in 2024? ▼
Fortress Bank Profit Sharing Plan grew sharply - up 23.5% during 2024, from $9M to $11M. Reported net income was $2M.
How have Fortress Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortress Bank's sponsor-wide assets grew 62.0%, from $7M to $11M.
Which 401(k) plans are similar in size to Fortress Bank Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wonderland Tire, Inc. Profit Sharing 401(k) Plan in MI ($11M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Fortress Bank Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M 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 371232652.

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.