401(k) · DOL Form 5500 · 2024
Fortitude Group Holdings, LLC 401(k) Plan
Data updated 2026-08-11
- $112M
- Total assets
- 430
- Participants
- 91st
- Percentile by assets
- $260,365
- Avg per participant
Official DOL plan name: Fortitude Re 401(k) Plan · Sponsored by Fortitude Group Holdings, LLC · Tennessee · Finance & Insurance
$112M in assets, 430 participants
Fortitude Group Holdings, LLC's Fortitude Re 401(k) Plan reported $112M in total assets and 430 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 123,622 plans)
- #7,378 in Finance & Insurance (8,549 peers)
Coverage in Tennessee
Fortitude Re 401(k) Plan covers 430 participants in Tennessee, about 38% of the average Tennessee filer (state average ~1,126 per filing). Assets: $112M.
- $112M
- total plan assets (2024 EOY)
- 430
- covered participants
- 91st
- percentile by assets (of 123,622 plans)
- $260,365
- avg assets per participant
Where Fortitude Re 401(k) Plan sits by total assets
Fortitude Re 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$111,957,150 Top 9% higher than 91% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fortitude Re 401(k) Plan end-of-year assets rose from $90M in the plan year 2023 filing to $112M in the plan year 2024 filing.
- Fortitude Re 401(k) Plan reported participants fell from 501 in the plan year 2023 filing to 430 in the plan year 2024 filing.
- Fortitude Re 401(k) Plan reported net income rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Fortitude Re 401(k) Plan reports 430 participants - about 38% of that state average ($112M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $112M |
| Net Income | $22M |
| Employer EIN | 831064140 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fortitude Group Holdings, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 401 | $69M |
| 2023 | 1 | 501 | $90M |
| 2024 | 1 | 430 | $112M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Fortitude Re 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Fortitude Re 401(k) Plan by total assets, not by location.
- Robertet USA 401(k) Plan (NJ) $112M · 413
- Lexington Partners 401(k) Retirement Plan (NY) $112M · 119
- Berkshire Hathaway Guard Profit Sharing/401(k) Plan (PA) $112M · 1,371
- Greatland Corporation 401(k) Plan (MI) $112M · 132
Frequently Asked Questions
How did Fortitude Re 401(k) Plan assets move in 2024? ▼
How have Fortitude Group Holdings, LLC plan assets changed over time? ▼
Where does Fortitude Re 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Fortitude Re 401(k) Plan? ▼
Next read for Fortitude Re 401(k) Plan
Filing takeaways
Ways to act on Fortitude Re 401(k) Plan's numbers.
- By total assets, Fortitude Re 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
- Fortitude Group Holdings, LLC's sponsor-wide assets have grown 62.1% since 2022 across 3 plan years on file. More Finance & Insurance plans