401(k) · DOL Form 5500 · 2024

Fortis Life Sciences LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 283
Participants Below avg headcount: 71st
Percentile by assets National rank: $74,088
Avg per participant Below avg balance/head

Official DOL plan name: Fortis Life Sciences, LLC 401(k) Plan · Sponsored by Fortis Life Sciences LLC · Massachusetts · Professional & Technical Services

$21M in assets, 283 participants

Fortis Life Sciences LLC's Fortis Life Sciences, LLC 401(k) Plan reported $21M in total assets and 283 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

#14,220 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Fortis Life Sciences, LLC 401(k) Plan covers 283 participants in Massachusetts, about 43% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.

#14,220
in Professional & Technical Services (20,173 peers): +63.0%
assets growth YoY

Fortis Life Sciences, LLC 401(k) Plan's outsized position by total assets

Fortis Life Sciences, LLC 401(k) Plan vs every filed plan by assets

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

$20,966,918 Top 29% higher than 71% 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

Fortis Life Sciences, LLC 401(k) 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. Fortis Life Sciences, LLC 401(k) Plan sits mid-pack in the medium band (283 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 853268510 · Fortis Life Sciences LLC PY 2024 · 401(k)

Fortis Life Sciences, LLC 401(k) Plan · $21M · 283 · 71st

NET $21M
BOOK 283
VS-ST 71st
BOY 401(k)
SCH near S&s Cycle, Inc. Profit Sharing Plan
EBSA ind #14220

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Fortis Life Sciences, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$21M
Net Income	$2M
Employer EIN	853268510
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Fortis Life Sciences, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Fortis Life Sciences, LLC 401(k) Plan side-by-side with 3 peers →

Fortis Life Sciences, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is S&s Cycle, Inc. Profit Sharing Plan in WI ($21M); by covered participants it is Jpi Retirement Plan in TX (283 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

S&s Cycle, Inc. Profit Sharing Plan (WI) $21M · 218
Halvik Corp. 401(k) Plan (VA) $21M · 334
Sea Box, Inc. 401(k) Salary Reduction Plan (NJ) $21M · 290
Oregon Laborers-Employers Defined Contribution and 401(k) Plan (OR) $21M · 3,553

Similar participant headcount

Nearest other-state filings by covered participants (283 participants); asset peers above are excluded.

Jpi Retirement Plan (TX) 283 · 0 off
Sentinel 401(k) and Profit Sharing Plan (CA) 283 · 0 off
Dave Operating LLC 401(k) Plan (CA) 283 · 0 off
Marine Layer 401(k) Plan (CA) 283 · 0 off

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 Fortis Life Sciences, LLC 401(k) Plan assets move in 2024? ▼

Fortis Life Sciences, LLC 401(k) Plan surged - up 63.0% during 2024, from $13M to $21M. Reported net income was $2M.

Which 401(k) plans are similar in size to Fortis Life Sciences, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is S&s Cycle, Inc. Profit Sharing Plan in WI ($21M, 218 participants).

Which 401(k) plans cover a similar participant headcount to Fortis Life Sciences, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Jpi Retirement Plan in TX (283 participants, $28M 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 853268510.