401(k) · DOL Form 5500 · 2022
Modell Financial, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $70,961
- Avg per participant Below avg balance/head
Official DOL plan name: Modell Financial, Inc. 401(k) Plan · Sponsored by Modell Financial, Inc. · New York · Finance & Insurance
$2M in assets, 33 participants
Modell Financial, Inc.'s Modell Financial, Inc. 401(k) Plan reported $2M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #2,273 in Finance & Insurance (9,261 peers)
Modell Financial, Inc. multi-year trail
Modell Financial, Inc.'s plans moved +30.8% in assets from 2022 to 2024; this filing shows Modell Financial, Inc. 401(k) Plan at $2M / 33 participants.
- #2,273
- in Finance & Insurance (9,261 peers)
- -27.3%
- assets change YoY
The plan reported a net loss of $878K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Modell Financial, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Modell Financial, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,341,716 36th percentile higher than 36% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Modell Financial, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Modell Financial, Inc. 401(k) Plan is a small filing (33 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 132806553 · Modell Financial, Inc. PY 2022 · 401(k)
Modell Financial, Inc. 401(k) Plan · $2M · 33 · 36th
- BOY $2M
- SCH 33
- EBSA 36th
- PART 401(k)
- TYPE near Bequette & Billingsley PA Profit Sharing Plan
- NET ind #2273
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 Finance & Insurance retirement plans → · Plans in New York →
Modell Financial, Inc. 401(k) Plan in the asset neighbourhood
Modell Financial, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Modell Financial, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 30.793657300885336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $2M |
| 2023 | 1 | 25 | $3M |
| 2024 | 1 | 24 | $3M |
Modell Financial, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$878K |
| Employer EIN | 132806553 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Modell Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Bequette & Billingsley PA Profit Sharing Plan in AR ($2M); by covered participants it is Farmers Bank 401(k) Profit Sharing Plan in CO (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (33 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.