401(k) · DOL Form 5500 · 2024

Fortune International, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
1,467
Participants Near avg headcount
77th
Percentile by assets National rank
$19,829
Avg per participant Low balance/head
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Official DOL plan name: Fortune International 401(k) Plan · Sponsored by Fortune International, LLC · Illinois · Manufacturing

$29M in assets, 1,467 participants

Fortune International, LLC's Fortune International 401(k) Plan reported $29M in total assets and 1,467 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,126 in Manufacturing (17,777 peers)

Where Fortune International 401(k) Plan sits by assets

Fortune International 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 1,467 participants (~$19,829/participant), up 106.5% in 2024.

#12,126
in Manufacturing (17,777 peers)
+106.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fortune International 401(k) Plan's outsized position by total assets

Fortune International 401(k) Plan vs every filed plan by assets

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

$29,088,557 Top 23% higher than 77% 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

Fortune International 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fortune International 401(k) Plan lands in the large band (1,467 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fortune International 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Fortune International 401(k) Plan reported participants rose from 862 in the plan year 2023 filing to 1,467 in the plan year 2024 filing.
  • Fortune International 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 364450195 · Fortune International, LLC PY 2024 · 401(k)

Fortune International 401(k) Plan · $29M · 1,467 · 77th

  • RANK $29M
  • PHOTO 1,467
  • IND 77th
  • EOY 401(k)
  • 5500 near Milwaukee Bucks Retirement Savings Plan
  • ASSETS ind #12126

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 Manufacturing retirement plans → · Plans in Illinois →

Fortune International 401(k) Plan in the asset neighbourhood

Fortune International 401(k) PlanFortune International 401(k)…$29MMilwaukee Bucks Retirement Savings PlanMilwaukee Bucks Retirement S…$29MColumbus Oncology Associates, Inc. 401(k) Profit Sharing PlanColumbus Oncology Associates…$29MKahlig Motor Company, Inc. North Park Lexus of San Antonio 401(k) PlanKahlig Motor Company, Inc. N…$29MValenti Trobec Chandler, Inc. 401(k) Retirement PlanValenti Trobec Chandler, Inc…$29M
End-of-year total assets ($M) among Fortune International 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN364450195
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fortune International, LLC)

Sponsor-wide plan assets over time

All Fortune International, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 189.9088670269861% vs 2022
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $10M $29.1M ▲ +190.0%
Year Plans Participants Total Assets
2022 1 621 $10M
2023 1 862 $14M
2024 1 1,467 $29M

Nearby 401(k) Plans in Illinois

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

Fortune International 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Fortune International 401(k) Plan, Total assets ($B): 0.029088557 · Participants: 1467Fortune International 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Fortune International 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Fortune International 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Milwaukee Bucks Retirement Savings Plan in WI ($29M); by covered participants it is The Carlyle Group 401(k) Plan in DC (1,467 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,467 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 Fortune International 401(k) Plan assets move in 2024?
Fortune International 401(k) Plan surged - up 106.5% during 2024, from $14M to $29M. Reported net income was $5M.
How have Fortune International, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Fortune International, LLC's sponsor-wide assets grew 189.9%, from $10M to $29M.
Where does Fortune International 401(k) Plan rank by assets among Form 5500 filers?
Fortune International 401(k) Plan ranks in the 77th 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 Fortune International 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Milwaukee Bucks Retirement Savings Plan in WI ($29M, 368 participants).
Which 401(k) plans cover a similar participant headcount to Fortune International 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Carlyle Group 401(k) Plan in DC (1,467 participants, $471M in assets).