401(k) · DOL Form 5500 · 2024

Kosse Partners I, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 190
Participants Below avg headcount: 63rd
Percentile by assets National rank: $75,098
Avg per participant Below avg balance/head

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Official DOL plan name: Fortress Solutions 401(k) Plan · Sponsored by Kosse Partners I, LLC · Texas · Other Services

$14M in assets, 190 participants

Kosse Partners I, LLC's Fortress Solutions 401(k) Plan reported $14M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

#6,135 in Other Services (7,719 peers)

Coverage in Texas

Fortress Solutions 401(k) Plan covers 190 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#6,135
in Other Services (7,719 peers): +16.8%
assets growth YoY

Fortress Solutions 401(k) Plan's mid-pack asset rank among Other Services and all filers

Fortress Solutions 401(k) Plan vs every filed plan by assets

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

$14,268,714 Top 37% higher than 63% 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

Fortress Solutions 401(k) 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 Solutions 401(k) Plan sits mid-pack in the medium band (190 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Fortress Solutions 401(k) Plan reported net income rose from $542K in the plan year 2023 filing to $2M in the plan year 2024 filing.
Fortress Solutions 401(k) Plan reported participants fell from 237 in the plan year 2023 filing to 190 in the plan year 2024 filing.
Fortress Solutions 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 371692658 · Kosse Partners I, LLC PY 2024 · 401(k)

Fortress Solutions 401(k) Plan · $14M · 190 · 63rd

IND $14M
IND 190
IND 63rd
IND 401(k)
IND near All Hvac Service Co., 401(k) Plan
IND ind #6135

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 Other Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Fortress Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$14M
Net Income	$2M
Employer EIN	371692658
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kosse Partners I, LLC)

Latest sponsor-wide plan assets: $14M 22.16977666858971% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	295	$12M
2023	1	237	$12M
2024	1	190	$14M

Nearby 401(k) Plans in Texas

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

Fortress Solutions 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Fortress Solutions 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is All Hvac Service Co., 401(k) Plan in NY ($14M); by covered participants it is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

All Hvac Service Co., 401(k) Plan (NY) $14M · 24
Matick Automotive 401(k) Plan (MI) $14M · 238
Enercon Engineering, Inc. 401(k) Profit Sharing Plan (IL) $14M · 117
Spring Fertility 401(k) Plan (CA) $14M · 326

Similar participant headcount

Nearest other-state filings by covered participants (190 participants); asset peers above are excluded.

Spm Marketing & Communications 401(k) Profit Sharing Plan (IL) 190 · 0 off
Alloya Corporate Federal Credit Union Savings Retirement Plan (IL) 190 · 0 off
Arkana Laboratories Retirement Plan (AR) 190 · 0 off
Superior Forge & Steel Corporation 401(k) Retirement Savings Plan (OH) 190 · 0 off

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 Solutions 401(k) Plan assets move in 2024? ▼

Fortress Solutions 401(k) Plan grew sharply - up 16.8% during 2024, from $12M to $14M. Reported net income was $2M.

How have Kosse Partners I, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kosse Partners I, LLC's sponsor-wide assets grew 22.2%, from $12M to $14M.

Which 401(k) plans are similar in size to Fortress Solutions 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is All Hvac Service Co., 401(k) Plan in NY ($14M, 24 participants).

Which 401(k) plans cover a similar participant headcount to Fortress Solutions 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants, N/A 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 371692658.