401(k) · DOL Form 5500 · 2024

Fortegra Financial Corporation 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
468
Participants Below avg headcount
82nd
Percentile by assets National rank
$91,801
Avg per participant Below avg balance/head
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Official DOL plan name: Fortegra Financial Corporation 401(k) Savings Plan · Sponsored by Fortegra Financial Corporation · Florida · Finance & Insurance

$43M in assets, 468 participants

Fortegra Financial Corporation's Fortegra Financial Corporation 401(k) Savings Plan reported $43M in total assets and 468 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,214 in Finance & Insurance (8,549 peers)

Where Fortegra Financial Corporation 401(k) Savings Plan sits by assets

Fortegra Financial Corporation 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $43M for 468 participants (~$91,801/participant), up 10.6% in 2024.

#6,214
in Finance & Insurance (8,549 peers)
+10.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Fortegra Financial Corporation 401(k) Savings Plan's outsized position by total assets

Fortegra Financial Corporation 401(k) Savings Plan vs every filed plan by assets

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

$42,963,067 Top 18% higher than 82% 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

Fortegra Financial Corporation 401(k) Savings Plan 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. Fortegra Financial Corporation 401(k) Savings Plan sits mid-pack in the medium band (468 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fortegra Financial Corporation 401(k) Savings Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Fortegra Financial Corporation 401(k) Savings Plan reported participants rose from 418 in the plan year 2023 filing to 468 in the plan year 2024 filing.
  • Fortegra Financial Corporation 401(k) Savings Plan end-of-year assets rose from $39M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 581461399 · Fortegra Financial Corporation PY 2024 · 401(k)

Fortegra Financial Corporation 401(k) Savings Plan · $43M · 468 · 82nd

  • EIN $43M
  • RANK 468
  • PHOTO 82nd
  • IND 401(k)
  • EOY near First State Bancorp, Inc. Combined Retirement Benefit Plan
  • 5500 ind #6214

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 Finance & Insurance retirement plans → · Plans in Florida →

Fortegra Financial Corporation 401(k) Savings Plan in the asset neighbourhood

Fortegra Financial Corporation 401(k) Savings PlanFortegra Financial Corporati…$43MFirst State Bancorp, Inc. Combined Retirement Benefit PlanFirst State Bancorp, Inc. Co…$43MConcora Credit Inc 401(k) PlanConcora Credit Inc 401(k) Pl…$43MAjinomoto Bio-Pharma Services 401(k) PlanAjinomoto Bio-Pharma Service…$43MMagnolia River International 401(k) PlanMagnolia River International…$43M
End-of-year total assets ($M) among Fortegra Financial Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$43M
Net Income$4M
Employer EIN581461399
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fortegra Financial Corporation)

Sponsor-wide plan assets over time

All Fortegra Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$43M 37.360835766949954% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.3M $43M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 398 $31M
2023 1 418 $39M
2024 1 468 $43M

Nearby 401(k) Plans in Florida

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

Fortegra Financial Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Fortegra Financial Corporation 401(k) Savings Plan, Total assets ($B): 0.042963067 · Participants: 468Fortegra Financial Corporation 401(k) Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Fortegra Financial Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fortegra Financial Corporation 401(k) Savings Plan side-by-side with 3 peers →

Fortegra Financial Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is First State Bancorp, Inc. Combined Retirement Benefit Plan in MO ($43M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 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 Fortegra Financial Corporation 401(k) Savings Plan assets move in 2024? ▼
Fortegra Financial Corporation 401(k) Savings Plan grew at a solid clip - up 10.6% during 2024, from $39M to $43M. Reported net income was $4M.
How have Fortegra Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortegra Financial Corporation's sponsor-wide assets grew 37.4%, from $31M to $43M.
Where does Fortegra Financial Corporation 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Fortegra Financial Corporation 401(k) Savings Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fortegra Financial Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is First State Bancorp, Inc. Combined Retirement Benefit Plan in MO ($43M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Fortegra Financial Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (468 participants, $3M 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 581461399.

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.