401(k) · DOL Form 5500 · 2022

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
111
Participants Small participant base
90th
Percentile by assets National rank
$595,059
Avg per participant High balance/head
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Official DOL plan name: Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust · Sponsored by Modrall, Sperling, Roehl, Harris & Sisk, P.a. · New Mexico · Professional & Technical Services

$66M in assets, 111 participants

Modrall, Sperling, Roehl, Harris & Sisk, P.a.'s Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust reported $66M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,673 in Professional & Technical Services (21,562 peers)

Coverage in New Mexico

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust covers 111 participants in New Mexico, about 30% of the average New Mexico filer (state average ~365 per filing). Assets: $66M.

#19,673
in Professional & Technical Services (21,562 peers)
-19.2%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust's outsized position by total assets

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust vs every filed plan by assets

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

$66,051,533 Top 10% higher than 90% 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

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust sits mid-pack in the medium band (111 participants).

Form 5500 schedule snapshot

Filing strip 850283491 · Modrall, Sperling, Roehl, Harris & Sisk, P.a. PY 2022 · 401(k)

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust · $66M · 111 · 90th

  • TYPE $66M
  • TYPE 111
  • TYPE 90th
  • TYPE 401(k)
  • TYPE near Fev North America, Inc. 401(k) Plan
  • TYPE ind #19673

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 Professional & Technical Services retirement plans → · Plans in New Mexico →

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust in the asset neighbourhood

Fev North America, Inc. 401(k) PlanFev North America, Inc. 401(…$66MMadison Medical Affiliates, Inc. Employees' Balanced Profit Sharing PlanMadison Medical Affiliates, …$66MLake Region Healthcare Corporation Retirement PlanLake Region Healthcare Corpo…$66MModrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & TrustModrall, Sperling, Roehl, Ha…$66MDeferred Salary Plan for Employees of Haldor Topsoe, Inc.Deferred Salary Plan for Emp…$66M
End-of-year total assets ($M) among Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Mexico filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$66M
Net Income-$16M
Employer EIN850283491
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Modrall, Sperling, Roehl, Harris & Sisk, P.a.)

Sponsor-wide plan assets over time

All Modrall, Sperling, Roehl, Harris & Sisk, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 22.559810988792645% vs 2022
2024 filing year
$60M$65M$70M$75M$80M$85M 202220232024 $66.1M $81M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 111 $66M
2023 1 109 $78M
2024 1 107 $81M

Nearby 401(k) Plans in New Mexico

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

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust, Total assets ($B): 0.066051533 · Participants: 111Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & TrustNtess Savings and Income Plan, Total assets ($B): 5.039491778 · Participants: 14007Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 1.548125595 · Participants: 8535Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.750238886 · Participants: 2476Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.707275306 · Participants: 1638Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.445070272 · Participants: 1553Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust side-by-side with 3 peers →

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Fev North America, Inc. 401(k) Plan in MI ($66M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 participants); 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 Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust assets move in 2022? ▼
Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust declined sharply - down 19.2% during 2022, from $82M to $66M. Reported net income was -$16M.
How have Modrall, Sperling, Roehl, Harris & Sisk, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Modrall, Sperling, Roehl, Harris & Sisk, P.a.'s sponsor-wide assets grew 22.6%, from $66M to $81M.
Where does Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fev North America, Inc. 401(k) Plan in MI ($66M, 396 participants).
Which 401(k) plans cover a similar participant headcount to Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 850283491.

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.