401(k) · DOL Form 5500 · 2022

The Modern Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
1,337
Participants Near avg headcount
80th
Percentile by assets National rank
$18,464
Avg per participant Low balance/head
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Official DOL plan name: The Modern Group 401(k) Plan · Sponsored by The Modern Group, Ltd. · Texas · Manufacturing

$25M in assets, 1,337 participants

The Modern Group, Ltd.'s The Modern Group 401(k) Plan reported $25M in total assets and 1,337 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,864 in Manufacturing (20,602 peers)

Where The Modern Group 401(k) Plan sits by assets

The Modern Group 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 1,337 participants (~$18,464/participant), down 8.8% in 2022.

#14,864
in Manufacturing (20,602 peers)
-8.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Modern Group 401(k) Plan's outsized position by total assets

The Modern Group 401(k) Plan vs every filed plan by assets

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

$24,686,157 Top 20% higher than 80% 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

The Modern Group 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. The Modern Group 401(k) Plan lands in the large band (1,337 participants).

Plan-year Form 5500 strip

Filing strip 760346549 · The Modern Group, Ltd. PY 2022 · 401(k)

The Modern Group 401(k) Plan · $25M · 1,337 · 80th

  • PART $25M
  • TYPE 1,337
  • NET 80th
  • BOOK 401(k)
  • VS-ST near Goettsch Partners, Inc. Profit Sharing Plan
  • BOY ind #14864

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 Manufacturing retirement plans → · Plans in Texas →

The Modern Group 401(k) Plan in the asset neighbourhood

The Modern Group 401(k) Plan$25MGoettsch Partners, Inc. Profit Sharing PlanGoettsch Partners, Inc. Prof…$25M4wall Entertainment 401(k) Plan4wall Entertainment 401(k) P…$25MTep Holdings 401(k) Plan$25MFlexible 401(k) Pooled Employer PlanFlexible 401(k) Pooled Emplo…$25M
End-of-year total assets ($M) among The Modern Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$25M
Net Income-$2M
Employer EIN760346549
Plan Effective Date2003-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Modern Group, Ltd.)

Sponsor-wide plan assets over time

All The Modern Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 37.967096296114455% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.7M $34.1M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 1,337 $25M
2023 1 1,482 $30M
2024 1 1,613 $34M

Nearby 401(k) Plans in Texas

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

The Modern Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants The Modern Group 401(k) Plan, Total assets ($B): 0.024686157 · Participants: 1337The Modern Group 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
The Modern Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Modern Group 401(k) Plan side-by-side with 3 peers →

The Modern Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Goettsch Partners, Inc. Profit Sharing Plan in IL ($25M); by covered participants it is Life Fitness, LLC 401(k) Savings Plan in IL (1,337 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,337 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 The Modern Group 401(k) Plan assets move in 2022? ▼
The Modern Group 401(k) Plan pulled back noticeably - down 8.8% during 2022, from $27M to $25M. Reported net income was -$2M.
How have The Modern Group, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Modern Group, Ltd.'s sponsor-wide assets grew 38.0%, from $25M to $34M.
Where does The Modern Group 401(k) Plan rank by assets among Form 5500 filers? ▼
The Modern Group 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Modern Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goettsch Partners, Inc. Profit Sharing Plan in IL ($25M, 74 participants).
Which 401(k) plans cover a similar participant headcount to The Modern Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Fitness, LLC 401(k) Savings Plan in IL (1,337 participants, $224M 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 760346549.

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.