401(k) · DOL Form 5500 · 2022

Modern Forge Services, LLC 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
518
Participants Below avg headcount
90th
Percentile by assets National rank
$127,260
Avg per participant Near avg balance/head
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Official DOL plan name: Modern Forge Companies Employee Retirement Benefit Plan · Sponsored by Modern Forge Services, LLC · Illinois · Manufacturing

$66M in assets, 518 participants

Modern Forge Services, LLC's Modern Forge Companies Employee Retirement Benefit Plan reported $66M in total assets and 518 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #17,575 in Manufacturing (20,602 peers)

Where Modern Forge Companies Employee Retirement Benefit Plan sits by assets

Modern Forge Companies Employee Retirement Benefit Plan sits in the top 10% of all filed plans by assets, $66M for 518 participants (~$127,260/participant), down 1.5% in 2022.

#17,575
in Manufacturing (20,602 peers)
-1.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $975K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Modern Forge Companies Employee Retirement Benefit Plan's outsized position by total assets

Modern Forge Companies Employee Retirement Benefit Plan vs every filed plan by assets

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

$65,920,932 Top 10% higher than 90% 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

Modern Forge Companies Employee Retirement Benefit Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Modern Forge Companies Employee Retirement Benefit Plan sits mid-pack in the medium band (518 participants).

DOL schedule card

Filing strip 364773498 · Modern Forge Services, LLC PY 2022 · 401(k)

Modern Forge Companies Employee Retirement Benefit Plan · $66M · 518 · 90th

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  • BOOK near Sutherland Lumber Company Employee Savings Plan
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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 Illinois →

Modern Forge Companies Employee Retirement Benefit Plan in the asset neighbourhood

Theravance Biopharma U.S., Inc. 401(k) PlanTheravance Biopharma U.S., I…$66MModern Forge Companies Employee Retirement Benefit PlanModern Forge Companies Emplo…$66MSutherland Lumber Company Employee Savings PlanSutherland Lumber Company Em…$66MRoyal Credit Union 401(k) PlanRoyal Credit Union 401(k) Pl…$66MMacdonald, Illig, Jones & Britton 401(k) Retirement PlanMacdonald, Illig, Jones & Br…$66M
End-of-year total assets ($M) among Modern Forge Companies Employee Retirement Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$66M
Net Income-$975K
Employer EIN364773498
Plan Effective Date1950-06-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Modern Forge Services, LLC)

Sponsor-wide plan assets over time

All Modern Forge Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$70M 6.791424004745564% vs 2022
2024 filing year
$64M$66M$68M$70M$72M 202220232024 $65.9M $70.4M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 518 $66M
2023 1 574 $69M
2024 1 511 $70M

Nearby 401(k) Plans in Illinois

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

Modern Forge Companies Employee Retirement Benefit Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Modern Forge Companies Employee Retirement Benefit Plan, Total assets ($B): 0.065920932 · Participants: 518Modern Forge Companies Employee Retirement Benefit PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Modern Forge Companies Employee Retirement Benefit Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Modern Forge Companies Employee Retirement Benefit Plan side-by-side with 3 peers →

Modern Forge Companies Employee Retirement Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Sutherland Lumber Company Employee Savings Plan in MO ($66M); by covered participants it is Ddp Dmo Group 401(k) Plan in FL (518 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (518 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 Modern Forge Companies Employee Retirement Benefit Plan assets move in 2022? ▼
Modern Forge Companies Employee Retirement Benefit Plan edged down modestly - down 1.5% during 2022, from $67M to $66M. Reported net income was -$975K.
How have Modern Forge Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Modern Forge Services, LLC's sponsor-wide assets grew 6.8%, from $66M to $70M.
Where does Modern Forge Companies Employee Retirement Benefit Plan rank by assets among Form 5500 filers? ▼
Modern Forge Companies Employee Retirement Benefit Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Modern Forge Companies Employee Retirement Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sutherland Lumber Company Employee Savings Plan in MO ($66M, 1,296 participants).
Which 401(k) plans cover a similar participant headcount to Modern Forge Companies Employee Retirement Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ddp Dmo Group 401(k) Plan in FL (518 participants, $8M 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 364773498.

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.