401(k) · DOL Form 5500 · 2024
Fortune-Johnson LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $112,073
- Avg per participant Below avg balance/head
Official DOL plan name: Fortune-Johnson LLC 401(k) Savings Plan · Sponsored by Fortune-Johnson LLC · Georgia · Construction
$13M in assets, 118 participants
Fortune-Johnson LLC's Fortune-Johnson LLC 401(k) Savings Plan reported $13M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #5,444 in Construction (9,039 peers)
Coverage in Georgia
Fortune-Johnson LLC 401(k) Savings Plan covers 118 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $13M.
- #5,444
- in Construction (9,039 peers)
- +22.2%
- assets growth YoY
Fortune-Johnson LLC 401(k) Savings Plan's mid-pack asset rank among Construction and all filers
Fortune-Johnson LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,224,566 Top 38% higher than 62% 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
Fortune-Johnson LLC 401(k) Savings 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. Fortune-Johnson LLC 401(k) Savings Plan sits mid-pack in the medium band (118 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fortune-Johnson LLC 401(k) Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Fortune-Johnson LLC 401(k) Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Fortune-Johnson LLC 401(k) Savings Plan reported participants fell from 127 in the plan year 2023 filing to 118 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 862115392 · Fortune-Johnson LLC PY 2024 · 401(k)
Fortune-Johnson LLC 401(k) Savings Plan · $13M · 118 · 62nd
- PCT $13M
- PCT 118
- PCT 62nd
- PCT 401(k)
- PCT near Alternatives, Inc. 401(k) Plan
- PCT ind #5444
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 Construction retirement plans → · Plans in Georgia →
Fortune-Johnson LLC 401(k) Savings Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 862115392 |
| Plan Effective Date | 2021-10-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fortune-Johnson LLC)
Sponsor-wide plan assets over time
All Fortune-Johnson LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 80.17988878482694% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $7M |
| 2023 | 1 | 127 | $11M |
| 2024 | 1 | 118 | $13M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Fortune-Johnson LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Alternatives, Inc. 401(k) Plan in NJ ($13M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (118 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.