401(k) · DOL Form 5500 · 2024

Fortuna Food Services, Inc. 401(k) Plan

Data updated 2026-08-25

$343K
Total assets Small plan by assets
9
Participants Small participant base
15th
Percentile by assets National rank
$38,127
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fortuna Food Services, Inc. 401(k) Plan · Sponsored by Fortuna Food Services, Inc. · Texas · Manufacturing

$343K in assets, 9 participants

Fortuna Food Services, Inc.'s Fortuna Food Services, Inc. 401(k) Plan reported $343K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

  • #993 in Manufacturing (17,777 peers)

Fortuna Food Services, Inc. multi-year trail

Fortuna Food Services, Inc.'s plans moved -32.7% in assets from 2022 to 2024; this filing shows Fortuna Food Services, Inc. 401(k) Plan at $343K / 9 participants.

#993
in Manufacturing (17,777 peers)
-7.0%
assets change YoY

The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fortuna Food Services, Inc. 401(k) Plan among the smaller filed plans by assets

Fortuna Food Services, Inc. 401(k) Plan vs every filed plan by assets

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

$343,143 15th percentile higher than 15% 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

Fortuna Food Services, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fortuna Food Services, Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fortuna Food Services, Inc. 401(k) Plan reported net income rose from -$141K in the plan year 2023 filing to -$26K in the plan year 2024 filing.
  • Fortuna Food Services, Inc. 401(k) Plan reported participants rose from 8 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Fortuna Food Services, Inc. 401(k) Plan end-of-year assets fell from $369K in the plan year 2023 filing to $343K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 822491344 · Fortuna Food Services, Inc. PY 2024 · 401(k)

Fortuna Food Services, Inc. 401(k) Plan · $343K · 9 · 15th

  • EIN $343K
  • EIN 9
  • EIN 15th
  • EIN 401(k)
  • EIN near Darnell Land Company 401(k) Trust
  • EIN ind #993

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 Texas →

Fortuna Food Services, Inc. 401(k) Plan in the asset neighbourhood

Fortuna Food Services, Inc. 401(k) PlanFortuna Food Services, Inc. …$343KDarnell Land Company 401(k) TrustDarnell Land Company 401(k) …$343KTricord Investment Group, Inc. 401(k) Profit Sharing PlanTricord Investment Group, In…$343KKelly Companies 401(k) Plan$343KKnowledge Commerce Group Gainesville, Inc. 401(k) PlanKnowledge Commerce Group Gai…$343K
End-of-year total assets ($M) among Fortuna Food Services, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fortuna Food Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fortuna Food Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$343K 32.68287228219822% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.51M $0.34M ▼ -33.3%
Year Plans Participants Total Assets
2022 1 N/A $510K
2023 1 8 $369K
2024 1 9 $343K

Fortuna Food Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$369K
Net Assets (End of Year)$343K
Net Income-$26K
Employer EIN822491344
Plan Effective Date2017-08-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Fortuna Food Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fortuna Food Services, Inc. 401(k) Plan, Total assets ($B): 0.000343143 · Participants: 9Fortuna Food Services, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Fortuna Food Services, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fortuna Food Services, Inc. 401(k) Plan side-by-side with 3 peers →

Fortuna Food Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Darnell Land Company 401(k) Trust in NM ($343K); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Fortuna Food Services, Inc. 401(k) Plan assets move in 2024? ▼
Fortuna Food Services, Inc. 401(k) Plan pulled back noticeably - down 7.0% during 2024, from $369K to $343K. Reported net income was -$26K.
How have Fortuna Food Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fortuna Food Services, Inc.'s sponsor-wide assets declined 32.7%, from $510K to $343K.
Where does Fortuna Food Services, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Fortuna Food Services, Inc. 401(k) Plan ranks in the 15th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Fortuna Food Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Darnell Land Company 401(k) Trust in NM ($343K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Fortuna Food Services, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 822491344.

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.