401(k) · DOL Form 5500 · 2024

Fortna Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
1,783
Participants Near avg headcount
93rd
Percentile by assets National rank
$83,010
Avg per participant Below avg balance/head
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Official DOL plan name: Fortna 401(k) Plan · Sponsored by Fortna Systems, Inc. · Kentucky · Professional & Technical Services

$148M in assets, 1,783 participants

Fortna Systems, Inc.'s Fortna 401(k) Plan reported $148M in total assets and 1,783 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,965 in Professional & Technical Services (20,173 peers)

Coverage in Kentucky

Fortna 401(k) Plan covers 1,783 participants in Kentucky, 2.8x the typical Kentucky plan (state average ~647 per filing). Assets: $148M.

#18,965
in Professional & Technical Services (20,173 peers)
+0.9%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Fortna 401(k) Plan's outsized position by total assets

Fortna 401(k) Plan vs every filed plan by assets

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

$148,007,632 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Fortna 401(k) 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. Fortna 401(k) Plan lands in the large band (1,783 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fortna 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Fortna 401(k) Plan reported participants fell from 2,275 in the plan year 2023 filing to 1,783 in the plan year 2024 filing.
  • Fortna 401(k) Plan end-of-year assets rose from $147M in the plan year 2023 filing to $148M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 611350369 · Fortna Systems, Inc. PY 2024 · 401(k)

Fortna 401(k) Plan · $148M · 1,783 · 93rd

  • EOY $148M
  • 5500 1,783
  • ASSETS 93rd
  • PCT 401(k)
  • EIN near Washington Gas Light Company Cap Appr Plan/Union
  • RANK ind #18965

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 Kentucky →

Fortna 401(k) Plan in the asset neighbourhood

Fortna 401(k) Plan$148MNewfold Digital, Inc. 401(k) PlanNewfold Digital, Inc. 401(k)…$148MWashington Gas Light Company Cap Appr Plan/UnionWashington Gas Light Company…$148MBioventus 401(k) Plan$148MForge Industries, Inc. and Affiliated Companies Savings and Profit Sharing PlanForge Industries, Inc. and A…$148M
End-of-year total assets ($M) among Fortna 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$147M
Net Assets (End of Year)$148M
Net Income$1M
Employer EIN611350369
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fortna Systems, Inc.)

Sponsor-wide plan assets over time

All Fortna Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$148M 52.20825565242232% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $97.2M $148M ▲ +52.2%
Year Plans Participants Total Assets
2022 1 2,298 $97M
2023 1 2,275 $147M
2024 1 1,783 $148M

Nearby 401(k) Plans in Kentucky

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

Fortna 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Fortna 401(k) Plan, Total assets ($B): 0.148007632 · Participants: 1783Fortna 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Fortna 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Fortna 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Washington Gas Light Company Cap Appr Plan/Union in DC ($148M); by covered participants it is Adsc Holdings, Inc. Retirement Savings Plan in PA (1,783 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,783 participants); asset peers above are excluded.

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 Fortna 401(k) Plan assets move in 2024? ▼
Fortna 401(k) Plan held essentially flat - up 0.9% during 2024, from $147M to $148M. Reported net income was $1M.
How have Fortna Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortna Systems, Inc.'s sponsor-wide assets grew 52.2%, from $97M to $148M.
Where does Fortna 401(k) Plan rank by assets among Form 5500 filers? ▼
Fortna 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fortna 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Washington Gas Light Company Cap Appr Plan/Union in DC ($148M, 933 participants).
Which 401(k) plans cover a similar participant headcount to Fortna 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Adsc Holdings, Inc. Retirement Savings Plan in PA (1,783 participants, $6M 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 611350369.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.