Profit Sharing · DOL Form 5500 · 2024
Forte Group Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $360,808
- Avg per participant High balance/head
Official DOL plan name: Forte Group Inc. Retirement Plan · Sponsored by Forte Group Inc. · Minnesota · Food Services & Accommodation
$1M in assets, 4 participants
Forte Group Inc.'s Forte Group Inc. Retirement Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #2,257 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Forte Group Inc. Retirement Plan ranks #2,257 of 3,672 2024 filers by assets (1356% of the sector average)-$1M for 4 participants.
- #2,257
- in Food Services & Accommodation (3,672 peers)
- -21.5%
- assets change YoY
The plan reported a net loss of $396K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Forte Group Inc. Retirement Plan among the smaller filed plans by assets
Forte Group Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,443,233 26th percentile higher than 26% 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
Forte Group Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forte Group Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Forte Group Inc. Retirement Plan reported net income fell from $433K in the plan year 2023 filing to -$396K in the plan year 2024 filing.
- Forte Group Inc. Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Forte Group Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 830981124 · Forte Group Inc. PY 2024 · Profit Sharing
Forte Group Inc. Retirement Plan · $1M · 4 · 26th
- TYPE $1M
- TYPE 4
- TYPE 26th
- TYPE Profit Sharing
- TYPE near Enter.Net Inc. Profit Sharing Plan
- TYPE ind #2257
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 Food Services & Accommodation retirement plans → · Plans in Minnesota →
Forte Group Inc. Retirement Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$396K |
| Employer EIN | 830981124 |
| Plan Effective Date | 2018-06-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forte Group Inc.)
Sponsor-wide plan assets over time
All Forte Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 2.6454495863195633% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 4 | $1M |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Pipe Trades Services Mn Pension Supplement Fund $1.8B · 6,017
- Allina 403(b) Retirement Savings Plan $902M · 8,757
- Fairview Health Services Pension Plan $644M · 4,702
- Cargill Employee Retirement Account Plan $613M · 20,683
- Regions Hospital Retirement Savings 401(k) Plan $602M · 6,323
Forte Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Enter.Net Inc. Profit Sharing Plan in PA ($1M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Enter.Net Inc. Profit Sharing Plan (PA) $1M · 11
- Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan (PR) $1M · 96
- Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan (PR) $1M · 96
- Robert L Bashore Profit Sharing Plan (FL) $1M · 1
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.