Defined Benefit (Pension) · DOL Form 5500 · 2023

Modern Woodmen of America Pension Plan

Data updated 2026-08-11

$828M
Total assets
1,003
Participants
98th
Percentile by assets
$825,096
Avg per participant
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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.

  • 98th percentile by assets (of 127,072 plans)
  • #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.

$828M
total plan assets (2023 EOY)
1,003
covered participants
98th
percentile by assets (of 127,072 plans)
$825,096
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Modern Woodmen of America Employees' Retirement Plan vs the 2023 asset distribution

By assets, Modern Woodmen of America Employees' Retirement Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 8.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$741M
Net Assets (End of Year)$827M
Net Income$87M
Employer EIN361493430
Plan Effective Date1950-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Modern Woodmen of America)

$0.9B$1B$1.1B$1.2B 202220232024 $0.95B $1.12B ▲ +17.9%
Total plan assets by year, all Modern Woodmen of America plans on file
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.

Modern Woodmen of America Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Modern Woodmen of America Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Modern Woodmen of Am…Central States, Sout…State Farm Insurance…United Food & Commer…John Deere Pension P…Abbott Laboratories …
Modern Woodmen of America Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Modern Woodmen of America Employees' Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Modern Woodmen of America Employees' Retirement Plan assets move in 2023?
Modern Woodmen of America Employees' Retirement Plan grew at a solid clip - up 11.7% during 2023, from $741M to $828M. Reported net income was $87M.
How have Modern Woodmen of America plan assets changed over time?
Across 3 plan years on file (2022-2024), Modern Woodmen of America's sponsor-wide assets grew 17.1%, from $952M to $1.1B.
Where does Modern Woodmen of America Employees' Retirement Plan rank by assets among Form 5500 filers?
Modern Woodmen of America Employees' Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Modern Woodmen of America Employees' Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers Pension Trust Fund - Detroit and Vicinity in MI ($828M, 3,153 participants).

Next read for Modern Woodmen of America Employees' Ret…

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Ways to act on Modern Woodmen of America Employees' Retirement Plan's numbers.

  • By total assets, Modern Woodmen of America Employees' Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) 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