ESOP · DOL Form 5500 · 2023

Modern Technology Solutions, Inc. ESOP

Data updated 2026-08-11

$322M
Total assets
1,652
Participants
96th
Percentile by assets
$194,625
Avg per participant
PlainRetire home → About this data

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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$322M
total plan assets (2023 EOY)
1,652
covered participants
96th
percentile by assets (of 127,072 plans)
$194,625
avg assets per participant

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.

See the national 2022→2023 release diff →

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust reports 1,652 participants - 2.1x that state average ($322M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$235M
Net Assets (End of Year)$319M
Net Income$88M
Employer EIN541670018
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Modern Technology Solutions, Inc.)

$400M$500M$600M$700M$800M$900M 202220232024 $487M $809M ▲ +66.3%
Total plan assets by year, all Modern Technology Solutions, Inc. plans on file
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.

Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants

Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. 02000400060008000 00.511.5 Total assets ($B) Participants Modern Technology So…Nvr, Inc. Employee S…The Resorts Companie…American Systems Cor…New River Electrical…Davis H. Elliot Comp…
Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Virginia, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust assets move in 2023?
Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust surged - up 36.6% during 2023, from $235M to $322M. Reported net income was $88M.
How have Modern Technology Solutions, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Modern Technology Solutions, Inc.'s sponsor-wide assets grew 66.3%, from $487M to $809M.
Where does Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers?
Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust?
Among ESOP plans in other states, the closest by assets is Tecolote Research, Inc. Employee Stock Ownership Plan in CA ($321M, 609 participants).

Next read for Modern Technology Solutions, Inc. Employ…

Filing takeaways

Ways to act on Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust's numbers.