401(k) · DOL Form 5500 · 2022

Modernatx, Inc. 401(k) Plan

Data updated 2026-08-25

$179M
Total assets Near avg plan size
2,447
Participants Above avg headcount
95th
Percentile by assets National rank
$73,077
Avg per participant Below avg balance/head
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Official DOL plan name: Moderna, Inc. 401(k) Plan · Sponsored by Modernatx, Inc. · Massachusetts · Healthcare & Social Assistance

$179M in assets, 2,447 participants

Modernatx, Inc.'s Moderna, Inc. 401(k) Plan reported $179M in total assets and 2,447 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,227 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Moderna, Inc. 401(k) Plan covers 2,447 participants in Massachusetts, 3.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $179M.

#19,227
in Healthcare & Social Assistance (20,060 peers)
+30.7%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Moderna, Inc. 401(k) Plan's outsized position by total assets

Moderna, Inc. 401(k) Plan vs every filed plan by assets

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

$178,819,302 Top 5% higher than 95% 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

Moderna, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moderna, Inc. 401(k) Plan lands in the large band (2,447 participants).

EBSA filing schedule strip

Filing strip 270226313 · Modernatx, Inc. PY 2022 · 401(k)

Moderna, Inc. 401(k) Plan · $179M · 2,447 · 95th

  • IND $179M
  • EOY 2,447
  • 5500 95th
  • ASSETS 401(k)
  • PCT near Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan
  • EIN ind #19227

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Moderna, Inc. 401(k) Plan in the asset neighbourhood

Columbia Distributing 401(k) Retirement PlanColumbia Distributing 401(k)…$179MModerna, Inc. 401(k) Plan$179MWsfs Financial Corporation Section 401(k) Savings & Retirement PlanWsfs Financial Corporation S…$179MMechanics Bank Profit Sharing/401(k) PlanMechanics Bank Profit Sharin…$179MTitan America LLC 401(k) Retirement Savings PlanTitan America LLC 401(k) Ret…$179M
End-of-year total assets ($M) among Moderna, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$179M
Net Income$42M
Employer EIN270226313
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Modernatx, Inc.)

Sponsor-wide plan assets over time

All Modernatx, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$502M 180.55627126874705% vs 2022
2024 filing year
$100M$200M$300M$400M$500M$600M 202220232024 $179M $502M ▲ +180.6%
Year Plans Participants Total Assets
2022 1 2,447 $179M
2023 1 3,299 $338M
2024 1 4,814 $502M

Nearby 401(k) Plans in Massachusetts

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

Moderna, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Moderna, Inc. 401(k) Plan, Total assets ($B): 0.178819302 · Participants: 2447Moderna, Inc. 401(k) 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
Moderna, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Moderna, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan in DE ($179M); by covered participants it is Veterans United Home Loans 401(k) Plan in MO (2,447 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,447 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 Moderna, Inc. 401(k) Plan assets move in 2022? ▼
Moderna, Inc. 401(k) Plan surged - up 30.7% during 2022, from $137M to $179M. Reported net income was $42M.
How have Modernatx, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Modernatx, Inc.'s sponsor-wide assets grew 180.6%, from $179M to $502M.
Where does Moderna, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Moderna, Inc. 401(k) Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Moderna, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wsfs Financial Corporation Section 401(k) Savings & Retirement Plan in DE ($179M, 1,763 participants).
Which 401(k) plans cover a similar participant headcount to Moderna, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Veterans United Home Loans 401(k) Plan in MO (2,447 participants, $152M 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 270226313.

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.