Defined Benefit (Pension) · DOL Form 5500 · 2023
Modern Woodmen of America Pension Plan
Data updated 2026-08-25
- $828M
- Total assets Above avg plan size
- 1,003
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $825,096
- Avg per participant High balance/head
Official DOL plan name: Modern Woodmen of America Employees' Retirement Plan · Sponsored by Modern Woodmen of America · Illinois · Finance & Insurance
$828M in assets, 1,003 participants
Modern Woodmen of America's Modern Woodmen of America Employees' Retirement Plan reported $828M in total assets and 1,003 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,599 in Finance & Insurance (8,869 peers)
Where Modern Woodmen of America Employees' Retirement Plan sits by assets
Modern Woodmen of America Employees' Retirement Plan sits in the top 5% of all filed plans by assets, $828M for 1,003 participants (~$825,096/participant), up 11.7% in 2023.
- #8,599
- in Finance & Insurance (8,869 peers)
- +11.7%
- assets growth YoY
- 8.3×
- vs typical plan assets (national mean)
Modern Woodmen of America Employees' Retirement Plan's outsized position by total assets
Modern Woodmen of America Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$827,571,141 Top 2% higher than 98% 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' Retirement 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' Retirement Plan lands in the large band (1,003 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Modern Woodmen of America Employees' Retirement Plan reported net income rose from -$184M in the plan year 2022 filing to $87M in the plan year 2023 filing.
- Modern Woodmen of America Employees' Retirement Plan end-of-year assets rose from $741M in the plan year 2022 filing to $828M in the plan year 2023 filing.
- Modern Woodmen of America Employees' Retirement Plan reported participants rose from 954 in the plan year 2022 filing to 1,003 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 361493430 · Modern Woodmen of America PY 2023 · Defined Benefit (Pension)
Modern Woodmen of America Employees' Retirement Plan · $828M · 1,003 · 98th
- IND $828M
- EOY 1,003
- 5500 98th
- ASSETS Defined Benefit (Pension)
- PCT near Laborers Pension Trust Fund - Detroit and Vicinity
- EIN ind #8599
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' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $741M |
|---|---|
| Net Assets (End of Year) | $827M |
| Net Income | $87M |
| Employer EIN | 361493430 |
| Plan Effective Date | 1950-01-01 |
| 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 Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Modern Woodmen of America Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Laborers Pension Trust Fund - Detroit and Vicinity in MI ($828M); by covered participants it is 32bj/Broadway League Pension Fund in NY (1,004 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($828M here).
- Laborers Pension Trust Fund - Detroit and Vicinity (MI) $828M · 3,153
- California Water Service Company Pension Plan (CA) $826M · 1,207
- Ahold USA, Inc. Pension Plan (MA) $826M · 2,234
- San Diego Gas & Electric Company Cash Balance Plan (CA) $831M · 4,365
Similar participant headcount
Nearest other-state filings by covered participants (1,003 participants); asset peers above are excluded.
- 32bj/Broadway League Pension Fund (NY) 1,004 · 1 off
- Southern California Lumber Industry Retirement Fund (CA) 1,004 · 1 off
- Pension Plan for Employees of Hns Management Co Inc Represented by Atu (CT) 1,001 · 2 off
- Unicare Retirement Plan (NJ) 1,006 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.