401(k) · DOL Form 5500 · 2023

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size: 109
Participants Small participant base: 89th
Percentile by assets National rank: $714,097
Avg per participant High balance/head

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Official DOL plan name: Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust · Sponsored by Modrall, Sperling, Roehl, Harris & Sisk, P.a. · New Mexico · Professional & Technical Services

$78M in assets, 109 participants

Modrall, Sperling, Roehl, Harris & Sisk, P.a.'s Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust reported $78M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

#18,437 in Professional & Technical Services (20,321 peers)

Coverage in New Mexico

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust covers 109 participants in New Mexico, about 30% of the average New Mexico filer (state average ~365 per filing). Assets: $78M.

#18,437
in Professional & Technical Services (20,321 peers): +17.8%
assets growth YoY: 0.8×
vs typical plan assets (national mean)

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust's outsized position by total assets

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust vs every filed plan by assets

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

$77,836,585 Top 11% higher than 89% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust sits mid-pack in the medium band (109 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust reported net income rose from -$16M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust end-of-year assets rose from $66M in the plan year 2022 filing to $78M in the plan year 2023 filing.
Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust reported participants fell from 111 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 850283491 · Modrall, Sperling, Roehl, Harris & Sisk, P.a. PY 2023 · 401(k)

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust · $78M · 109 · 89th

PCT $78M
EIN 109
RANK 89th
PHOTO 401(k)
IND near Gemini Industries, Inc. Profit Sharing Plan
EOY ind #18437

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 Professional & Technical Services retirement plans → · Plans in New Mexico →

End-of-year total assets ($M) among Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)	$66M
Net Assets (End of Year)	$78M
Net Income	$12M
Employer EIN	850283491
Plan Effective Date	1981-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Modrall, Sperling, Roehl, Harris & Sisk, P.a.)

Latest sponsor-wide plan assets: $81M 22.559810988792645% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	111	$66M
2023	1	109	$78M
2024	1	107	$81M

Nearby 401(k) Plans in New Mexico

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

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants

Ntess Savings and Income Plan $6.1B · 14,721
Triad 401(k) Retirement Plan $2.0B · 10,005
Triad 401(k) Savings Plan $840M · 2,249
Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962

Compare Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust side-by-side with 3 peers →

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Gemini Industries, Inc. Profit Sharing Plan in OK ($78M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Gemini Industries, Inc. Profit Sharing Plan (OK) $78M · 135
Twin City Fan Retirement Savings Plan and Trust (MN) $78M · 943
Employee Savings and Deferred Income Plan of Munich American Reassurance Company (GA) $78M · 277
Csa America Standards, Inc. Retirement Savings Plan (OH) $78M · 357

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

Mcmanis & Monsalve Associates Profit Sharing Plan (MD) 109 · 0 off
Identity Management Services Organization, LLC 401(k) Plan (CA) 109 · 0 off
Allegheny Petroleum Products, Co. 401(k) Profit Sharing Plan (PA) 109 · 0 off
Dupree Plumbing, Co. 401(k) Plan (GA) 109 · 0 off

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 Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust assets move in 2023? ▼

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust grew sharply - up 17.8% during 2023, from $66M to $78M. Reported net income was $12M.

How have Modrall, Sperling, Roehl, Harris & Sisk, P.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Modrall, Sperling, Roehl, Harris & Sisk, P.a.'s sponsor-wide assets grew 22.6%, from $66M to $81M.

Where does Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Gemini Industries, Inc. Profit Sharing Plan in OK ($78M, 135 participants).

Which 401(k) plans cover a similar participant headcount to Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 850283491.