401(k) · DOL Form 5500 · 2024
Fortune Metal Group Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 318
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $54,899
- Avg per participant Low balance/head
Official DOL plan name: Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla · Sponsored by Fortune Metal Group Inc. · New Jersey · Wholesale Trade
$17M in assets, 318 participants
Fortune Metal Group Inc.'s Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla reported $17M in total assets and 318 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #3,782 in Wholesale Trade (6,080 peers)
Coverage in New Jersey
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla covers 318 participants in New Jersey, about 38% of the average New Jersey filer (state average ~844 per filing). Assets: $17M.
- #3,782
- in Wholesale Trade (6,080 peers)
- +21.4%
- assets growth YoY
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla's outsized position by total assets
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,457,747 Top 32% higher than 68% 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
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla 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. Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla sits mid-pack in the medium band (318 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla reported participants rose from 297 in the plan year 2023 filing to 318 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 050502730 · Fortune Metal Group Inc. PY 2024 · 401(k)
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla · $17M · 318 · 68th
- TYPE $17M
- TYPE 318
- TYPE 68th
- TYPE 401(k)
- TYPE near Globe Union Group Retirement & Savings Plan
- TYPE ind #3782
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 Wholesale Trade retirement plans → · Plans in New Jersey →
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 050502730 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fortune Metal Group Inc.)
Sponsor-wide plan assets over time
All Fortune Metal Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 60.066835152792784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 308 | $11M |
| 2023 | 1 | 297 | $14M |
| 2024 | 1 | 318 | $17M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Fortune Metal Inc. of Rhode Island 401(k) Profit Sharing Pla's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Globe Union Group Retirement & Savings Plan in IL ($17M); by covered participants it is Smartcontract 401(k) Plan in NY (318 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 (318 participants); asset peers above are excluded.
- Smartcontract 401(k) Plan (NY) 318 · 0 off
- Fst Technical Services 401(k) Plan (AZ) 318 · 0 off
- Jon M. Hall Company, LLC 401(k) Plan (FL) 318 · 0 off
- Shipley Energy 401(k) Retirement Plan (PA) 318 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.