Other
2022 plan-year Other DOL Form 5500

Modjeski and Masters Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Modjeski and Masters Inc. · Pennsylvania · Professional & Technical Services

What the 2023 filing shows

Modjeski and Masters Inc. Employee Stock Ownership Plan holds $24M for 203 participants — about $117,125 per participant, down 0.3% over the 2022 plan year.

$24M
total plan assets (2022 EOY)
203
covered participants
$117,125
avg assets per participant
-0.3%
assets change YoY
Total Assets (2023)
$24M
Participants
203
State
Industry
Professional & Technical Services

What the Filing Says About Modjeski and Masters Inc. Employee Stock Ownership Plan

Modjeski and Masters Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Modjeski and Masters Inc., headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $24M in total end-of-year assets and covers 203 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 232638914, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2022 to $24M at year-end — a decline of 0.3%. Net assets (after liabilities) closed the year at $22M, with reported net income of $220K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$24M
Total Assets (End of Year)$24M
Net Assets (End of Year)$22M
Net Income$220K
Plan TypeOther
Employer EIN232638914
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Modjeski and Masters Inc.)

Year Plans Participants Total Assets
2022 2 429 $77M
2023 2 425 $91M
2024 2 424 $110M

Nearby Other Plans in Pennsylvania

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Modjeski and Masters Inc. Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Modjeski and Masters Inc. Employee Stock Ownership Plan holds $24M in total assets with 203 participants. It is sponsored by Modjeski and Masters Inc..
What type of plan is Modjeski and Masters Inc. Employee Stock Ownership Plan?
Modjeski and Masters Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 232638914.
Who sponsors the Modjeski and Masters Inc. Employee Stock Ownership Plan?
Modjeski and Masters Inc. Employee Stock Ownership Plan is sponsored by Modjeski and Masters Inc., located in Pennsylvania. The sponsor's EIN is 232638914 and the plan operates in the Professional & Technical Services industry.
How did Modjeski and Masters Inc. Employee Stock Ownership Plan perform in 2022?
Modjeski and Masters Inc. Employee Stock Ownership Plan declined by 0.3% during 2022, moving from $24M to $24M in total assets. Net income was $220K.
Where can I find official filings for Modjeski and Masters Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Modjeski and Masters Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232638914 or plan name at efast.dol.gov.
How does Modjeski and Masters Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Modjeski and Masters Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 232638914.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.