Profit Sharing · DOL Form 5500 · 2023

Modern Equipment, Inc Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
36th
Percentile by assets National rank
$784,256
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc · Sponsored by Modern Equipment, Inc · South Carolina · Manufacturing

$3M in assets, 4 participants

Modern Equipment, Inc's Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc reported $3M in total assets and 4 participants in its 2023 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.

  • #3,697 in Manufacturing (18,722 peers)

Modern Equipment, Inc multi-year trail

Modern Equipment, Inc's plans moved +26.9% in assets from 2022 to 2024; this filing shows Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc at $3M / 4 participants.

#3,697
in Manufacturing (18,722 peers)
+13.8%
assets growth YoY

Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc's mid-pack asset rank among Manufacturing and all filers

Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,137,022 36th percentile higher than 36% of 127,068 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 2023

Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc reported net income rose from -$253K in the plan year 2022 filing to $380K in the plan year 2023 filing.
  • Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 741810474 · Modern Equipment, Inc PY 2023 · Profit Sharing

Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc · $3M · 4 · 36th

  • PCT $3M
  • EIN 4
  • RANK 36th
  • PHOTO Profit Sharing
  • IND near Lipparelli & Associates, Inc. Profit Sharing Plan
  • EOY ind #3697

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 South Carolina →

Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc in the asset neighbourhood

Au 74-1810474 P001 199812 Sc07 Modern Equipment IncAu 74-1810474 P001 199812 Sc…$3MLipparelli & Associates, Inc. Profit Sharing PlanLipparelli & Associates, Inc…$3MOrkistrate, Inc. Retirement PlanOrkistrate, Inc. Retirement …$3MBallard Oil Company Inc Profit Sharing PlanBallard Oil Company Inc Prof…$3MTriple Crown Realty, Inc. Profit Sharing PlanTriple Crown Realty, Inc. Pr…$3M
End-of-year total assets ($M) among Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Modern Equipment, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Modern Equipment, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.929688406638043% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.76M $3.5M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 4 $4M

Modern Equipment, Inc filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$380K
Employer EIN741810474
Plan Effective Date1987-02-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc, Total assets ($B): 0.003137022 · Participants: 4Au 74-1810474 P001 199812 Sc07 Modern Equipment IncPrisma Health Retirement Savings Plan, Total assets ($B): 1.879344092 · Participants: 28745Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.756341776 · Participants: 2510Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.221764297 · Participants: 2301Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.215941695 · Participants: 1515Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.044780532 · Participants: 197Usc School of Medicine Educational Trust Retirement Plan
Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc vs. nearby Profit Sharing plans in South Carolina, assets vs. participants

Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is Lipparelli & Associates, Inc. Profit Sharing Plan in NV ($3M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc assets move in 2023?
Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc grew at a solid clip - up 13.8% during 2023, from $3M to $3M. Reported net income was $380K.
How have Modern Equipment, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Modern Equipment, Inc's sponsor-wide assets grew 26.9%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc?
Among Profit Sharing plans in other states, the closest by assets is Lipparelli & Associates, Inc. Profit Sharing Plan in NV ($3M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Au 74-1810474 P001 199812 Sc07 Modern Equipment Inc?
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).