401(k) · DOL Form 5500 · 2024

Fort Recovery Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
285
Participants Below avg headcount
70th
Percentile by assets National rank
$69,881
Avg per participant Below avg balance/head
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Official DOL plan name: Fort Recovery Industries, Inc. Money Accumulation Plan and Trust · Sponsored by Fort Recovery Industries, Inc. · Ohio · Manufacturing

$20M in assets, 285 participants

Fort Recovery Industries, Inc.'s Fort Recovery Industries, Inc. Money Accumulation Plan and Trust reported $20M in total assets and 285 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #10,613 in Manufacturing (17,777 peers)

Coverage in Ohio

Fort Recovery Industries, Inc. Money Accumulation Plan and Trust covers 285 participants in Ohio, about 37% of the average Ohio filer (state average ~765 per filing). Assets: $20M.

#10,613
in Manufacturing (17,777 peers)
+2.2%
assets growth YoY

Fort Recovery Industries, Inc. Money Accumulation Plan and Trust's outsized position by total assets

Fort Recovery Industries, Inc. Money Accumulation Plan and Trust vs every filed plan by assets

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

$19,915,944 Top 30% higher than 70% 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

Fort Recovery Industries, Inc. Money Accumulation Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fort Recovery Industries, Inc. Money Accumulation Plan and Trust sits mid-pack in the medium band (285 participants).

DOL schedule card

Filing strip 344410626 · Fort Recovery Industries, Inc. PY 2024 · 401(k)

Fort Recovery Industries, Inc. Money Accumulation Plan and Trust · $20M · 285 · 70th

  • 5500 $20M
  • ASSETS 285
  • PCT 70th
  • EIN 401(k)
  • RANK near Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust
  • PHOTO ind #10613

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 Manufacturing retirement plans → · Plans in Ohio →

Fort Recovery Industries, Inc. Money Accumulation Plan and Trust in the asset neighbourhood

Fort Recovery Industries, Inc. Money Accumulation Plan and TrustFort Recovery Industries, In…$20MKowalski Companies, Inc. Salary Reduction Profit Sharing Plan and TrustKowalski Companies, Inc. Sal…$20MPure Financial Advisors, LLC 401(k) Profit Sharing Plan and TPure Financial Advisors, LLC…$20MEmi Industries, LLC 401(k) & Bonus PlanEmi Industries, LLC 401(k) &…$20MResults for Development Institute 401(k) PlanResults for Development Inst…$20M
End-of-year total assets ($M) among Fort Recovery Industries, Inc. Money Accumulation Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$414K
Employer EIN344410626
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fort Recovery Industries, Inc.)

Sponsor-wide plan assets over time

All Fort Recovery Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 91.74804259464253% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $20.8M $39.8M ▲ +91.8%
Year Plans Participants Total Assets
2022 1 362 $21M
2023 1 322 $19M
2024 2 570 $40M

Nearby 401(k) Plans in Ohio

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

Fort Recovery Industries, Inc. Money Accumulation Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Fort Recovery Industries, Inc. Money Accumulation Plan and Trust, Total assets ($B): 0.019915944 · Participants: 285Fort Recovery Industries, Inc. Money Accumulation 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
Fort Recovery Industries, Inc. Money Accumulation Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Fort Recovery Industries, Inc. Money Accumulation Plan and Trust side-by-side with 3 peers →

Fort Recovery Industries, Inc. Money Accumulation Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust in MN ($20M); by covered participants it is Wright & Filippis, Inc. 401(k) Retirement Plan in MI (285 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (285 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 Fort Recovery Industries, Inc. Money Accumulation Plan and Trust assets move in 2024? ▼
Fort Recovery Industries, Inc. Money Accumulation Plan and Trust edged up modestly - up 2.2% during 2024, from $19M to $20M. Reported net income was $414K.
How have Fort Recovery Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fort Recovery Industries, Inc.'s sponsor-wide assets grew 91.7%, from $21M to $40M.
Which 401(k) plans are similar in size to Fort Recovery Industries, Inc. Money Accumulation Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan and Trust in MN ($20M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Fort Recovery Industries, Inc. Money Accumulation Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Wright & Filippis, Inc. 401(k) Retirement Plan in MI (285 participants, N/A 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 344410626.

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.