401(k) · DOL Form 5500 · 2024
Fortune Transportation 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $56,413
- Avg per participant Low balance/head
Official DOL plan name: Fortune Transportation 401(k) and Profit Sharing Plan · Sponsored by Fortune Transportation · Minnesota · Transportation & Warehousing
$10M in assets, 170 participants
Fortune Transportation's Fortune Transportation 401(k) and Profit Sharing Plan reported $10M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #1,849 in Transportation & Warehousing (3,299 peers)
Coverage in Minnesota
Fortune Transportation 401(k) and Profit Sharing Plan covers 170 participants in Minnesota, about 15% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.
- #1,849
- in Transportation & Warehousing (3,299 peers)
- +11.8%
- assets growth YoY
Fortune Transportation 401(k) and Profit Sharing Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Fortune Transportation 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,590,179 Top 45% higher than 55% 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 Transportation 401(k) and 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. Fortune Transportation 401(k) and Profit Sharing Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fortune Transportation 401(k) and Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Fortune Transportation 401(k) and Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Fortune Transportation 401(k) and Profit Sharing Plan reported participants rose from 166 in the plan year 2023 filing to 170 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 411417961 · Fortune Transportation PY 2024 · 401(k)
Fortune Transportation 401(k) and Profit Sharing Plan · $10M · 170 · 55th
- TYPE $10M
- TYPE 170
- TYPE 55th
- TYPE 401(k)
- TYPE near Apel Steel Corporation Discretionary Contribution Plan
- TYPE ind #1849
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 Transportation & Warehousing retirement plans → · Plans in Minnesota →
Fortune Transportation 401(k) and Profit Sharing Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 411417961 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fortune Transportation)
Sponsor-wide plan assets over time
All Fortune Transportation plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 34.61152946582959% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 172 | $7M |
| 2023 | 1 | 166 | $9M |
| 2024 | 1 | 170 | $10M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Fortune Transportation 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Apel Steel Corporation Discretionary Contribution Plan in AL ($10M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.
- Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 170 · 0 off
- Wb Engineering & Consulting, PLLC Retirement Savings Plan (NY) 170 · 0 off
- Wilbanks Trucking Services, LLC 401(k) Profit Sharing Plan (NM) 170 · 0 off
- Automation Components, Inc. 401(k) Profit Sharing Plan (WI) 170 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.