401(k) · DOL Form 5500 · 2024

Fortney & Weygandt, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
73
Participants Small participant base
67th
Percentile by assets National rank
$238,218
Avg per participant Above avg balance/head
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Official DOL plan name: Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Fortney & Weygandt, Inc. · Ohio · Construction

$17M in assets, 73 participants

Fortney & Weygandt, Inc.'s Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #5,979 in Construction (9,039 peers)

2024 asset change

Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably 10.5% in 2024 ($19M → $17M) for 73 participants.

#5,979
in Construction (9,039 peers)
-10.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$17,389,939 Top 33% higher than 67% 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

Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to -$2M in the plan year 2024 filing.
  • Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $19M in the plan year 2022 filing to $17M in the plan year 2024 filing.
  • Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 74 in the plan year 2022 filing to 73 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 341264200 · Fortney & Weygandt, Inc. PY 2024 · 401(k)

Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust · $17M · 73 · 67th

  • TYPE $17M
  • NET 73
  • BOOK 67th
  • VS-ST 401(k)
  • BOY near Curology 401(k) Plan
  • SCH ind #5979

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 Construction retirement plans → · Plans in Ohio →

Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and TrustFortney & Weygandt, Inc. 401…$17MCurology 401(k) Plan$17MPassco Companies, LLC Retirement Savings PlanPassco Companies, LLC Retire…$17MConcord Foods, LLC 401(k) Profit Sharing PlanConcord Foods, LLC 401(k) Pr…$17MConnexin Software, Inc. 401(k) PlanConnexin Software, Inc. 401(…$17M
End-of-year total assets ($M) among Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fortney & Weygandt, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Fortney & Weygandt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 6.680577874096685% vs 2022
2024 filing year
$17M$17.5M$18M$18.5M$19M 20222024 $18.6M $17.4M ▼ -6.7%
Year Plans Participants Total Assets
2022 1 74 $19M
2024 1 73 $17M

2024 asset-move particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN341264200
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.017389939 · Participants: 73Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Curology 401(k) Plan in CA ($17M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 10.5% during 2024, from $19M to $17M. Reported net income was -$2M.
How have Fortney & Weygandt, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Fortney & Weygandt, Inc.'s sponsor-wide assets declined 6.7%, from $19M to $17M.
Which 401(k) plans are similar in size to Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Curology 401(k) Plan in CA ($17M, 340 participants).
Which 401(k) plans cover a similar participant headcount to Fortney & Weygandt, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants, $15M 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 341264200.

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.