401(k) · DOL Form 5500 · 2023
Modern Woodmen of America 401(k) Plan
Data updated 2026-08-11
- $234M
- Total assets
- 1,047
- Participants
- 95th
- Percentile by assets
- $223,738
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $234M
- total plan assets (2023 EOY)
- 1,047
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $223,738
- avg assets per participant
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.
Modern Woodmen of America Employees' Savings Plan vs the 2023 asset distribution
By assets, Modern Woodmen of America Employees' Savings Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
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)
| 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.
Modern Woodmen of America Employees' Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Modern Woodmen of America Employees' Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Modern Woodmen of America Employees' Savings Plan assets move in 2023? ▼
How have Modern Woodmen of America plan assets changed over time? ▼
Where does Modern Woodmen of America Employees' Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Modern Woodmen of America Employees' Savings Plan? ▼
Next read for Modern Woodmen of America Employees' Sav…
Scale reading
Ways to act on Modern Woodmen of America Employees' Savings Plan's numbers.
- By total assets, Modern Woodmen of America Employees' Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Modern Woodmen of America's sponsor-wide assets have grown 17.1% since 2022 across 3 plan years on file. More Finance & Insurance plans