401(k) · DOL Form 5500 · 2023

Fortiss, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
1,430
Participants Near avg headcount
82nd
Percentile by assets National rank
$26,709
Avg per participant Low balance/head
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Official DOL plan name: The Fortiss Group 401(k) Plan · Sponsored by Fortiss, LLC · California · Arts, Entertainment & Recreation

$38M in assets, 1,430 participants

Fortiss, LLC's The Fortiss Group 401(k) Plan reported $38M in total assets and 1,430 participants in its 2023 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.

  • #2,638 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

The Fortiss Group 401(k) Plan covers 1,430 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $38M.

#2,638
in Arts, Entertainment & Recreation (2,945 peers)
+36.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Fortiss Group 401(k) Plan's outsized position by total assets

The Fortiss Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$38,194,084 Top 18% higher than 82% of 127,068 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 2023

The Fortiss Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fortiss Group 401(k) Plan lands in the large band (1,430 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Fortiss Group 401(k) Plan reported participants rose from 526 in the plan year 2022 filing to 1,430 in the plan year 2023 filing.
  • The Fortiss Group 401(k) Plan reported net income rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Fortiss Group 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $38M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 201057643 · Fortiss, LLC PY 2023 · 401(k)

The Fortiss Group 401(k) Plan · $38M · 1,430 · 82nd

  • BOY $38M
  • SCH 1,430
  • EBSA 82nd
  • PART 401(k)
  • TYPE near Gastroenterology Specialties, P.C.Safe Harbor 401(k) Profit Sharing Plan
  • NET ind #2638

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

The Fortiss Group 401(k) Plan in the asset neighbourhood

Molzen-Corbin & Associates, Inc. 401(k) & Employee Stock Ownership PlanMolzen-Corbin & Associates, …$38MValley Queen Cheese Factory, Inc. 401(k) Profit Sharing PlanValley Queen Cheese Factory,…$38MThe Fortiss Group 401(k) Plan$38MGastroenterology Specialties, P.C.Safe Harbor 401(k) Profit Sharing PlanGastroenterology Specialties…$38MKaufman Dolowich,LLP Retirement PlanKaufman Dolowich,LLP Retirem…$38M
End-of-year total assets ($M) among The Fortiss Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$38M
Net Income$10M
Employer EIN201057643
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fortiss, LLC)

Sponsor-wide plan assets over time

All Fortiss, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$49M 72.7351348256146% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $28.1M $48.5M ▲ +72.8%
Year Plans Participants Total Assets
2022 1 526 $28M
2023 1 1,430 $38M
2024 1 1,576 $49M

Nearby 401(k) Plans in California

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

The Fortiss Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Fortiss Group 401(k) Plan, Total assets ($B): 0.038194084 · Participants: 1430The Fortiss Group 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Fortiss Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Fortiss Group 401(k) Plan side-by-side with 3 peers →

The Fortiss Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gastroenterology Specialties, P.C.Safe Harbor 401(k) Profit Sharing Plan in NE ($38M); by covered participants it is Apache Corporation 401(k) Savings Plan in TX (1,431 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,430 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Fortiss Group 401(k) Plan assets move in 2023? ▼
The Fortiss Group 401(k) Plan surged - up 36.0% during 2023, from $28M to $38M. Reported net income was $10M.
How have Fortiss, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortiss, LLC's sponsor-wide assets grew 72.7%, from $28M to $49M.
Where does The Fortiss Group 401(k) Plan rank by assets among Form 5500 filers? ▼
The Fortiss Group 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Fortiss Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gastroenterology Specialties, P.C.Safe Harbor 401(k) Profit Sharing Plan in NE ($38M, 125 participants).
Which 401(k) plans cover a similar participant headcount to The Fortiss Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apache Corporation 401(k) Savings Plan in TX (1,431 participants, $641M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 201057643.

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.