401(k) · DOL Form 5500 · 2023
Modern Woodmen of America 401(k) Plan
Data updated 2026-08-25
- $234M
- Total assets Near avg plan size
- 1,047
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $223,738
- Avg per participant Above avg balance/head
Official DOL plan name: Modern Woodmen of America Employees' Savings Plan · Sponsored by Modern Woodmen of America · Illinois · Finance & Insurance
$234M in assets, 1,047 participants
Modern Woodmen of America's Modern Woodmen of America Employees' Savings Plan reported $234M in total assets and 1,047 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,200 in Finance & Insurance (8,869 peers)
Where Modern Woodmen of America Employees' Savings Plan sits by assets
Modern Woodmen of America Employees' Savings Plan sits in the top 5% of all filed plans by assets, $234M for 1,047 participants (~$223,738/participant), up 10.8% in 2023.
- #8,200
- in Finance & Insurance (8,869 peers)
- +10.8%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Modern Woodmen of America Employees' Savings Plan's outsized position by total assets
Modern Woodmen of America Employees' Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$234,253,685 Top 5% higher than 95% 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 Woodmen of America Employees' Savings Plan'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 Woodmen of America Employees' Savings Plan lands in the large band (1,047 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Modern Woodmen of America Employees' Savings Plan reported net income rose from -$36M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Modern Woodmen of America Employees' Savings Plan end-of-year assets rose from $211M in the plan year 2022 filing to $234M in the plan year 2023 filing.
- Modern Woodmen of America Employees' Savings Plan reported participants rose from 979 in the plan year 2022 filing to 1,047 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 361493430 · Modern Woodmen of America PY 2023 · 401(k)
Modern Woodmen of America Employees' Savings Plan · $234M · 1,047 · 95th
- BOOK $234M
- VS-ST 1,047
- BOY 95th
- SCH 401(k)
- EBSA near Schwarz Partners LP 401(k) Profit Sharing Plan
- PART ind #8200
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 Finance & Insurance retirement plans → · Plans in Illinois →
Modern Woodmen of America Employees' Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $211M |
|---|---|
| Net Assets (End of Year) | $234M |
| Net Income | $23M |
| Employer EIN | 361493430 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Modern Woodmen of America)
Sponsor-wide plan assets over time
All Modern Woodmen of America plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 17.13432822331756% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,933 | $952M |
| 2023 | 2 | 2,050 | $1.1B |
| 2024 | 2 | 2,141 | $1.1B |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Modern Woodmen of America Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Schwarz Partners LP 401(k) Profit Sharing Plan in IN ($234M); by covered participants it is Collisionright 401(k) Plan in OH (1,047 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($234M here).
- Schwarz Partners LP 401(k) Profit Sharing Plan (IN) $234M · 4,279
- Mohawk Industries Retirement Plan 1 (GA) $234M · 10,965
- Union Bank & Trust Company Profit Sharing Plan (NE) $234M · 1,094
- Bridgestone Americas, Inc. Savings Plan for Bargaining Unit Employees (TN) $234M · 3,487
Similar participant headcount
Nearest other-state filings by covered participants (1,047 participants); asset peers above are excluded.
- Collisionright 401(k) Plan (OH) 1,047 · 0 off
- F & P America Manufacturing, Inc. Retirement Savings Plan (OH) 1,047 · 0 off
- Harte Hanks Investment Plus (MA) 1,047 · 0 off
- Exponent Inc. 401(k) Savings Plan (CA) 1,047 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.