401(k) · DOL Form 5500 · 2024
Fortna Systems, Inc. 401(k) Plan
Data updated 2026-08-11
- $148M
- Total assets
- 1,783
- Participants
- 93rd
- Percentile by assets
- $83,010
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $148M
- total plan assets (2024 EOY)
- 1,783
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $83,010
- avg assets per participant
Where Fortna 401(k) Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs Kentucky filers
In Kentucky, the average filing covers about 647 participants across 1,300 plans. Fortna 401(k) Plan reports 1,783 participants - 2.8x that state average ($148M EOY assets).
Kentucky filing particulars
| Total Assets (Beginning of Year) | $147M |
|---|---|
| Net Assets (End of Year) | $148M |
| Net Income | $1M |
| Employer EIN | 611350369 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fortna Systems, Inc.)
| 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
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Fortna 401(k) Plan by total assets, not by location.
- Washington Gas Light Company Cap Appr Plan/Union (DC) $148M · 933
- Newfold Digital, Inc. 401(k) Plan (FL) $148M · 957
- Bioventus 401(k) Plan (NC) $148M · 828
- Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan (OH) $148M · 691
Frequently Asked Questions
How did Fortna 401(k) Plan assets move in 2024? ▼
How have Fortna Systems, Inc. plan assets changed over time? ▼
Where does Fortna 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Fortna 401(k) Plan? ▼
Next read for Fortna 401(k) Plan
Filing takeaways
Ways to act on Fortna 401(k) Plan's numbers.
- By total assets, Fortna 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Kentucky. Compare plans
- Fortna Systems, Inc.'s sponsor-wide assets have grown 52.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans