ESOP · DOL Form 5500 · 2022

Modern Group Ltd ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
234
Participants Below avg headcount
71st
Percentile by assets National rank
$58,655
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Modern Group Ltd Employee Stock Ownership Plan · Sponsored by Modern Group Ltd · Pennsylvania · Wholesale Trade

$14M in assets, 234 participants

Modern Group Ltd's Modern Group Ltd Employee Stock Ownership Plan reported $14M in total assets and 234 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,522 in Wholesale Trade (6,843 peers)

Coverage in Pennsylvania

Modern Group Ltd Employee Stock Ownership Plan covers 234 participants in Pennsylvania, about 28% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#4,522
in Wholesale Trade (6,843 peers)
+34.9%
assets growth YoY

Modern Group Ltd Employee Stock Ownership Plan's outsized position by total assets

Modern Group Ltd Employee Stock Ownership Plan vs every filed plan by assets

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

$13,725,375 Top 29% higher than 71% 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 Group Ltd Employee Stock Ownership 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 Group Ltd Employee Stock Ownership Plan sits mid-pack in the medium band (234 participants).

DOL schedule card

Filing strip 232116893 · Modern Group Ltd PY 2022 · ESOP

Modern Group Ltd Employee Stock Ownership Plan · $14M · 234 · 71st

  • SCH $14M
  • EBSA 234
  • PART 71st
  • TYPE ESOP
  • NET near Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan
  • BOOK ind #4522

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 Pennsylvania →

Modern Group Ltd Employee Stock Ownership Plan in the asset neighbourhood

Jack B. Henderson Construction Company, Inc. Employee Stock Ownership PlanJack B. Henderson Constructi…$14MModern Group Ltd Employee Stock Ownership PlanModern Group Ltd Employee St…$14MBrewer & Company of West Virginia, Inc. Employee Stock Ownership PlanBrewer & Company of West Vir…$14MIllinois Constructors Corporation Employee Stock Ownership PlanIllinois Constructors Corpor…$14MHoward Immel, Inc. Employee Stock Ownership PlanHoward Immel, Inc. Employee …$14M
End-of-year total assets ($M) among Modern Group Ltd Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN232116893
Plan Effective Date1984-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Modern Group Ltd)

Sponsor-wide plan assets over time

All Modern Group Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$41M 14.23497051324572% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $47.2M $40.5M ▼ -14.2%
Year Plans Participants Total Assets
2022 2 472 $47M
2023 2 482 $55M
2024 1 252 $41M

Nearby ESOP Plans in Pennsylvania

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

Modern Group Ltd Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Modern Group Ltd Employee Stock Ownership Plan, Total assets ($B): 0.013725375 · Participants: 234Modern Group Ltd Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Modern Group Ltd Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Modern Group Ltd Employee Stock Ownership Plan side-by-side with 3 peers →

Modern Group Ltd Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan in WV ($14M); by covered participants it is Cummins-Wagner Co., Inc. Employee Stock Ownership Plan in MD (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Group Ltd Employee Stock Ownership Plan assets move in 2022? ▼
Modern Group Ltd Employee Stock Ownership Plan surged - up 34.9% during 2022, from $10M to $14M. Reported net income was $4M.
How have Modern Group Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Modern Group Ltd's sponsor-wide assets declined 14.2%, from $47M to $41M.
Which ESOP plans are similar in size to Modern Group Ltd Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan in WV ($14M, 51 participants).
Which ESOP plans cover a similar participant headcount to Modern Group Ltd Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cummins-Wagner Co., Inc. Employee Stock Ownership Plan in MD (233 participants, $80M 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 232116893.

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.