401(k) · DOL Form 5500 · 2022

Modern Real Estate, Inc. 401(k) Plan

Data updated 2026-08-25

$409K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$409,430
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Modern Real Estate Owner K 401(k) Ps Plan · Sponsored by Modern Real Estate, Inc. · Massachusetts · Real Estate

$409K in assets, 1 participants

Modern Real Estate, Inc.'s Modern Real Estate Owner K 401(k) Ps Plan reported $409K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,364 in Real Estate (5,057 peers)

Modern Real Estate, Inc. multi-year trail

Modern Real Estate, Inc.'s plans moved +40.1% in assets from 2022 to 2024; this filing shows Modern Real Estate Owner K 401(k) Ps Plan at $409K / 1 participant.

#1,364
in Real Estate (5,057 peers)
-13.1%
assets change YoY

The plan reported a net loss of $62K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Modern Real Estate Owner K 401(k) Ps Plan among the smaller filed plans by assets

Modern Real Estate Owner K 401(k) Ps Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$409,430 16th percentile higher than 16% of 139,123 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 2022

Modern Real Estate Owner K 401(k) Ps Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Modern Real Estate Owner K 401(k) Ps Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 203460463 · Modern Real Estate, Inc. PY 2022 · 401(k)

Modern Real Estate Owner K 401(k) Ps Plan · $409K · 1 · 16th

  • EOY $409K
  • 5500 1
  • ASSETS 16th
  • PCT 401(k)
  • EIN near Jsv Holdings Inc. Retirement Plan
  • RANK ind #1364

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 Real Estate retirement plans → · Plans in Massachusetts →

Modern Real Estate Owner K 401(k) Ps Plan in the asset neighbourhood

Modern Real Estate Owner K 401(k) Ps PlanModern Real Estate Owner K 4…$409KJsv Holdings Inc. Retirement PlanJsv Holdings Inc. Retirement…$409KDouble Adobe Inc. 401(k) Plan$409KHugelmaier Recreational Properties Inc 401(k) Profit Sharing PlanHugelmaier Recreational Prop…$409KMillstein & Co. 401(k) Retirement PlanMillstein & Co. 401(k) Retir…$409K
End-of-year total assets ($M) among Modern Real Estate Owner K 401(k) Ps Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Modern Real Estate, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Modern Real Estate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$574K 40.08157682631951% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M$0.6M 202220232024 $0.41M $0.57M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 1 $409K
2023 1 1 $495K
2024 1 1 $574K

Modern Real Estate, Inc. filing trail (2022)

Total Assets (Beginning of Year)$471K
Net Assets (End of Year)$409K
Net Income-$62K
Employer EIN203460463
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Modern Real Estate Owner K 401(k) Ps Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Modern Real Estate Owner K 401(k) Ps Plan, Total assets ($B): 0.00040943 · Participants: 1Modern Real Estate Owner K 401(k) Ps PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Modern Real Estate Owner K 401(k) Ps Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Modern Real Estate Owner K 401(k) Ps Plan side-by-side with 3 peers →

Modern Real Estate Owner K 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Jsv Holdings Inc. Retirement Plan in IN ($409K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

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

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Modern Real Estate Owner K 401(k) Ps Plan assets move in 2022? ▼
Modern Real Estate Owner K 401(k) Ps Plan pulled back noticeably - down 13.1% during 2022, from $471K to $409K. Reported net income was -$62K.
How have Modern Real Estate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Modern Real Estate, Inc.'s sponsor-wide assets grew 40.1%, from $409K to $574K.
Where does Modern Real Estate Owner K 401(k) Ps Plan rank by assets among Form 5500 filers? ▼
Modern Real Estate Owner K 401(k) Ps Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Modern Real Estate Owner K 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jsv Holdings Inc. Retirement Plan in IN ($409K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Modern Real Estate Owner K 401(k) Ps Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203460463.

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.