ESOP · DOL Form 5500 · 2023
Modern Technology Solutions, Inc. ESOP
Data updated 2026-08-25
- $322M
- Total assets Above avg plan size
- 1,652
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $194,625
- Avg per participant Above avg balance/head
Official DOL plan name: Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Modern Technology Solutions, Inc. · Virginia · Professional & Technical Services
$322M in assets, 1,652 participants
Modern Technology Solutions, Inc.'s Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust reported $322M in total assets and 1,652 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #19,781 in Professional & Technical Services (20,321 peers)
Coverage in Virginia
Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust covers 1,652 participants in Virginia, 2.1x the typical Virginia plan (state average ~782 per filing). Assets: $322M.
- #19,781
- in Professional & Technical Services (20,321 peers)
- +36.6%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$321,520,666 Top 4% higher than 96% 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
Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust lands in the large band (1,652 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $39M in the plan year 2022 filing to $88M in the plan year 2023 filing.
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $235M in the plan year 2022 filing to $322M in the plan year 2023 filing.
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 1,594 in the plan year 2022 filing to 1,652 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 541670018 · Modern Technology Solutions, Inc. PY 2023 · ESOP
Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust · $322M · 1,652 · 96th
- ASSETS $322M
- ASSETS 1,652
- ASSETS 96th
- ASSETS ESOP
- ASSETS near Tecolote Research, Inc. Employee Stock Ownership Plan
- ASSETS ind #19781
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 What is an ESOP? → · Plans in Virginia →
Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $235M |
|---|---|
| Net Assets (End of Year) | $319M |
| Net Income | $88M |
| Employer EIN | 541670018 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Modern Technology Solutions, Inc.)
Sponsor-wide plan assets over time
All Modern Technology Solutions, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $809M 66.261187699564% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,022 | $487M |
| 2023 | 2 | 3,311 | $646M |
| 2024 | 2 | 3,936 | $809M |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $1.2B · 6,866
- The Resorts Companies, Inc. Employee Stock Ownership Plan $352M · 1,751
- American Systems Corporation Employee Stock Ownership Plan $331M · 1,782
- New River Electrical Corporation Employee Stock Ownership Plan $321M · 444
- Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan $250M · 2,072
Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is Tecolote Research, Inc. Employee Stock Ownership Plan in CA ($321M); by covered participants it is American Pacific Mortgage Corporation Employee Stock Ownership Plan in CA (1,660 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($322M here).
- Tecolote Research, Inc. Employee Stock Ownership Plan (CA) $321M · 609
- Brown Capital Management ESOP (MD) $320M · 35
- Thirty Fifteen Employee Stock Ownership Plan (FL) $324M · 5,365
- Wausau Supply Company Employee Stock Ownership Plan (WI) $315M · 808
Similar participant headcount
Nearest other-state filings by covered participants (1,652 participants); asset peers above are excluded.
- American Pacific Mortgage Corporation Employee Stock Ownership Plan (CA) 1,660 · 8 off
- Adams and Associates, Inc. Employee Stock Ownership Plan (NV) 1,662 · 10 off
- Olsson, Inc. Employee Stock Ownership Plan (NE) 1,665 · 13 off
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan (MI) 1,635 · 17 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.