401(k) · DOL Form 5500 · 2024
Fortra, LLC 401(k) Plan
Data updated 2026-08-25
- $207M
- Total assets Near avg plan size
- 1,384
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $149,496
- Avg per participant Above avg balance/head
Official DOL plan name: Fortra, LLC 401(k) Savings Plan · Sponsored by Fortra, LLC · Minnesota · Professional & Technical Services
$207M in assets, 1,384 participants
Fortra, LLC's Fortra, LLC 401(k) Savings Plan reported $207M in total assets and 1,384 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,274 in Professional & Technical Services (20,173 peers)
Where Fortra, LLC 401(k) Savings Plan sits by assets
Fortra, LLC 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $207M for 1,384 participants (~$149,496/participant), up 17.6% in 2024.
- #19,274
- in Professional & Technical Services (20,173 peers)
- +17.6%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Fortra, LLC 401(k) Savings Plan's outsized position by total assets
Fortra, LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$206,901,890 Top 6% higher than 94% 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
Fortra, LLC 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fortra, LLC 401(k) Savings Plan lands in the large band (1,384 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fortra, LLC 401(k) Savings Plan reported net income fell from $38M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Fortra, LLC 401(k) Savings Plan end-of-year assets rose from $176M in the plan year 2023 filing to $207M in the plan year 2024 filing.
- Fortra, LLC 401(k) Savings Plan reported participants fell from 1,609 in the plan year 2023 filing to 1,384 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 300290533 · Fortra, LLC PY 2024 · 401(k)
Fortra, LLC 401(k) Savings Plan · $207M · 1,384 · 94th
- ASSETS $207M
- PCT 1,384
- EIN 94th
- RANK 401(k)
- PHOTO near Jackson Walker LLP Qualified Retirement Plan II
- IND ind #19274
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 Professional & Technical Services retirement plans → · Plans in Minnesota →
Fortra, LLC 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $176M |
|---|---|
| Net Assets (End of Year) | $207M |
| Net Income | $31M |
| Employer EIN | 300290533 |
| Plan Effective Date | 2005-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fortra, LLC)
Sponsor-wide plan assets over time
All Fortra, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $207M 50.05724606259621% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 993 | $138M |
| 2023 | 1 | 1,609 | $176M |
| 2024 | 1 | 1,384 | $207M |
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
Fortra, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Jackson Walker LLP Qualified Retirement Plan II in TX ($207M); by covered participants it is Quality Restaurant Concepts, LLC 401(k) Retirement Plan in AL (1,384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($207M here).
- Jackson Walker LLP Qualified Retirement Plan II (TX) $207M · 505
- Greystone 401(k) Savings Plan (NY) $207M · 1,195
- Hightower 401(k) Plan (IL) $207M · 1,542
- Usic 401(k) Savings Plan (IN) $207M · 11,341
Similar participant headcount
Nearest other-state filings by covered participants (1,384 participants); asset peers above are excluded.
- Quality Restaurant Concepts, LLC 401(k) Retirement Plan (AL) 1,384 · 0 off
- Brg 401(k) Plan (DC) 1,384 · 0 off
- Wright-Patt Credit Union, Inc. 401(k) Plan and Trust (OH) 1,384 · 0 off
- Flatiron Construction Corp. 401(k) Profit Sharing Plan (CO) 1,384 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.