ESOP · DOL Form 5500 · 2022
Modern Group Ltd ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 234
- Participants
- 71st
- Percentile by assets
- $58,655
- Avg per participant
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.
- 71st percentile by assets (of 139,126 plans)
- #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.
- $14M
- total plan assets (2022 EOY)
- 234
- covered participants
- 71st
- percentile by assets (of 139,126 plans)
- $58,655
- avg assets per participant
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Modern Group Ltd Employee Stock Ownership Plan reports 234 participants - about 28% of that state average ($14M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $4M |
| Employer EIN | 232116893 |
| Plan Effective Date | 1984-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Modern Group Ltd)
| 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
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Modern Group Ltd Employee Stock Ownership Plan by total assets, not by location.
- Brewer & Company of West Virginia, Inc. Employee Stock Ownership Plan (WV) $14M · 51
- Illinois Constructors Corporation Employee Stock Ownership Plan (IL) $14M · 33
- Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan (NM) $14M · 98
- Howard Immel, Inc. Employee Stock Ownership Plan (WI) $14M · 41
Frequently Asked Questions
How did Modern Group Ltd Employee Stock Ownership Plan assets move in 2022? ▼
How have Modern Group Ltd plan assets changed over time? ▼
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Filing takeaways
Ways to act on Modern Group Ltd Employee Stock Ownership Plan's numbers.
- By total assets, Modern Group Ltd Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Modern Group Ltd's sponsor-wide assets have declined 14.2% since 2022 across 3 plan years on file. More Wholesale Trade plans