401(k) · DOL Form 5500 · 2022
Modern Group Ltd. 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 238
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $140,758
- Avg per participant Near avg balance/head
Official DOL plan name: Modern Group Ltd. Employee Savings Plan · Sponsored by Modern Group Ltd. · Pennsylvania · Wholesale Trade
$34M in assets, 238 participants
Modern Group Ltd.'s Modern Group Ltd. Employee Savings Plan reported $34M in total assets and 238 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #5,765 in Wholesale Trade (6,843 peers)
Coverage in Pennsylvania
Modern Group Ltd. Employee Savings Plan covers 238 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $34M.
- #5,765
- in Wholesale Trade (6,843 peers)
- +1.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Modern Group Ltd. Employee Savings Plan's outsized position by total assets
Modern Group Ltd. Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$33,500,406 Top 16% higher than 84% of 139,123 filed plans
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 Savings 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 Savings Plan sits mid-pack in the medium band (238 participants).
DOL schedule card
Filing strip 232116893 · Modern Group Ltd. PY 2022 · 401(k)
Modern Group Ltd. Employee Savings Plan · $34M · 238 · 84th
- IND $34M
- EOY 238
- 5500 84th
- ASSETS 401(k)
- PCT near Chelsea Groton Bank Savings Plan
- EIN ind #5765
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 Wholesale Trade retirement plans → · Plans in Pennsylvania →
Modern Group Ltd. Employee Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $557K |
| Employer EIN | 232116893 |
| Plan Effective Date | 1983-11-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 472 | $47M |
| 2023 | 2 | 482 | $55M |
| 2024 | 1 | 252 | $41M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Modern Group Ltd. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Chelsea Groton Bank Savings Plan in CT ($33M); by covered participants it is Mandarin Holdings LP 401(k) Plan in MN (238 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Chelsea Groton Bank Savings Plan (CT) $33M · 207
- Thetford LLC 401(k) Profit Sharing Plan (MI) $33M · 777
- Premistar 401(k) Plan (IL) $33M · 1,389
- Entravision Communications Corporation 401(k) Plan (CA) $34M · 500
Similar participant headcount
Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.
- Mandarin Holdings LP 401(k) Plan (MN) 238 · 0 off
- Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust (NY) 238 · 0 off
- Critical Care Services, Inc. 401(k) Plan (MN) 238 · 0 off
- Sfr3 Renovation LLC 401(k) Plan (NY) 238 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.