Other · DOL Form 5500 · 2024
The Fortune Society Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 514
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $21,963
- Avg per participant Low balance/head
Official DOL plan name: The Fortune Society Tax Sheltered Annuity · Sponsored by The Fortune Society · New York · Healthcare & Social Assistance
$11M in assets, 514 participants
The Fortune Society's The Fortune Society Tax Sheltered Annuity reported $11M in total assets and 514 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,764 in Healthcare & Social Assistance (16,916 peers)
The Fortune Society multi-year trail
The Fortune Society's plans moved +38.4% in assets from 2022 to 2024; this filing shows The Fortune Society Tax Sheltered Annuity at $11M / 514 participants.
- #10,764
- in Healthcare & Social Assistance (16,916 peers)
- +7.1%
- assets growth YoY
The Fortune Society Tax Sheltered Annuity's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Fortune Society Tax Sheltered Annuity vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,288,735 Top 42% higher than 58% 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
The Fortune Society Tax Sheltered Annuity 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. The Fortune Society Tax Sheltered Annuity sits mid-pack in the medium band (514 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Fortune Society Tax Sheltered Annuity reported net income fell from $2M in the plan year 2023 filing to $745K in the plan year 2024 filing.
- The Fortune Society Tax Sheltered Annuity reported participants rose from 448 in the plan year 2023 filing to 514 in the plan year 2024 filing.
- The Fortune Society Tax Sheltered Annuity end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
DOL schedule card
Filing strip 132645436 · The Fortune Society PY 2024 · Other
The Fortune Society Tax Sheltered Annuity · $11M · 514 · 58th
- PHOTO $11M
- IND 514
- EOY 58th
- 5500 Other
- ASSETS near The Voice of the Martyrs, Inc. 403(b) Plan
- PCT ind #10764
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
The Fortune Society Tax Sheltered Annuity in the asset neighbourhood
The Fortune Society multi-year asset trail
Sponsor-wide plan assets over time
All The Fortune Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 38.39849723337496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 319 | $8M |
| 2023 | 1 | 448 | $11M |
| 2024 | 1 | 514 | $11M |
The Fortune Society filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $745K |
| Employer EIN | 132645436 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
The Fortune Society Tax Sheltered Annuity's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Voice of the Martyrs, Inc. 403(b) Plan in OK ($11M); by covered participants it is Iolani School Defined Contribution Retirement Plan in HI (514 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- The Voice of the Martyrs, Inc. 403(b) Plan (OK) $11M · 187
- Madd 403b Plan (TX) $11M · 225
- Lift 403b Plan (OK) $11M · 227
- 403(b) Thrift Plan for Minnesota Diversified Industries, Inc. (MN) $11M · 357
Similar participant headcount
Nearest other-state filings by covered participants (514 participants); asset peers above are excluded.
- Iolani School Defined Contribution Retirement Plan (HI) 514 · 0 off
- Agespan, Inc. Tax Sheltered Annuity (MA) 514 · 0 off
- IBEW Local 596 Pension Fund (WV) 515 · 1 off
- Claremont Graduate University Academic Retirement Plan (CA) 513 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.