401(k) · DOL Form 5500 · 2022

Moda Partners, Inc. 401(k) Plan

Data updated 2026-08-11

$155M
Total assets
1,235
Participants
95th
Percentile by assets
$125,585
Avg per participant
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Official DOL plan name: Moda Partners, Inc. Employee Retirement Plan · Sponsored by Moda Partners, Inc. · Oregon · Finance & Insurance

$155M in assets, 1,235 participants

Moda Partners, Inc.'s Moda Partners, Inc. Employee Retirement Plan reported $155M in total assets and 1,235 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.

  • 95th percentile by assets (of 139,126 plans)
  • #8,450 in Finance & Insurance (9,261 peers)

Coverage in Oregon

Moda Partners, Inc. Employee Retirement Plan covers 1,235 participants in Oregon, 2.8x the typical Oregon plan (state average ~443 per filing). Assets: $155M.

$155M
total plan assets (2022 EOY)
1,235
covered participants
95th
percentile by assets (of 139,126 plans)
$125,585
avg assets per participant

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

Where Moda Partners, Inc. Employee Retirement Plan sits by total assets

Moda Partners, Inc. Employee Retirement Plan vs every filed plan by assets

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

$155,097,363 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Moda Partners, Inc. Employee Retirement Plan reports 1,235 participants - 2.8x that state average ($155M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)$181M
Net Assets (End of Year)$155M
Net Income-$26M
Employer EIN931083363
Plan Effective Date1977-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Moda Partners, Inc.)

$140M$160M$180M$200M$220M 202220232024 $155M $209M ▲ +34.8%
Total plan assets by year, all Moda Partners, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,235 $155M
2023 1 1,294 $188M
2024 1 1,389 $209M

Nearby 401(k) Plans in Oregon

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

Moda Partners, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Moda Partners, Inc. …, Total assets ($B): 0.155097363 · Participants: 1235Moda Partners, Inc. …401(k) Savings and P…, Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and P…Daimler Truck North …, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North …Precision Castparts …, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts …Xpo Logistics Retire…, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retire…Pacificorp K Plus Em…, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Em…
Moda Partners, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Moda Partners, Inc. Employee Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Moda Partners, Inc. Employee Retirement Plan assets move in 2022?
Moda Partners, Inc. Employee Retirement Plan pulled back noticeably - down 14.2% during 2022, from $181M to $155M. Reported net income was -$26M.
How have Moda Partners, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Moda Partners, Inc.'s sponsor-wide assets grew 34.8%, from $155M to $209M.
Where does Moda Partners, Inc. Employee Retirement Plan rank by assets among Form 5500 filers?
Moda Partners, Inc. Employee Retirement 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 Moda Partners, Inc. Employee Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Vibra Healthcare Retirement Plan in PA ($155M, 5,391 participants).

Next read for Moda Partners, Inc. Employee Retirement …

Filing takeaways

Ways to act on Moda Partners, Inc. Employee Retirement Plan's numbers.