401(k) · DOL Form 5500 · 2023
Modern Life Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 389
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $39,343
- Avg per participant Low balance/head
Official DOL plan name: Modern Health 401(k) Plan · Sponsored by Modern Life Inc. · California · Healthcare & Social Assistance
$15M in assets, 389 participants
Modern Life Inc.'s Modern Health 401(k) Plan reported $15M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #12,836 in Healthcare & Social Assistance (17,684 peers)
Modern Life Inc. multi-year trail
Modern Life Inc.'s plans moved +50.0% in assets from 2022 to 2024; this filing shows Modern Health 401(k) Plan at $15M / 389 participants.
- #12,836
- in Healthcare & Social Assistance (17,684 peers)
- +38.7%
- assets growth YoY
Modern Health 401(k) Plan's outsized position by total assets
Modern Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,304,488 Top 32% higher than 68% 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 Health 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Modern Health 401(k) Plan sits mid-pack in the medium band (389 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Modern Health 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Modern Health 401(k) Plan reported participants rose from 316 in the plan year 2022 filing to 389 in the plan year 2023 filing.
- Modern Health 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 364883813 · Modern Life Inc. PY 2023 · 401(k)
Modern Health 401(k) Plan · $15M · 389 · 68th
- PCT $15M
- EIN 389
- RANK 68th
- PHOTO 401(k)
- IND near Wg&r Employees' Savings and Retirement Plan
- EOY ind #12836
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Modern Health 401(k) Plan in the asset neighbourhood
Modern Life Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Modern Life Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 50.023426480597536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 316 | $11M |
| 2023 | 1 | 389 | $15M |
| 2024 | 1 | 269 | $17M |
Modern Life Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $4M |
| Employer EIN | 364883813 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Modern Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Wg&r Employees' Savings and Retirement Plan in WI ($15M); by covered participants it is Dura Bond Retirement Savings Plan in PA (389 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Wg&r Employees' Savings and Retirement Plan (WI) $15M · 265
- Medcare South 401(k) Plan (GA) $15M · 331
- Dix 1898, Inc. 401(k) Plan (OH) $15M · 80
- The Farber Companies 401(k) Profit Sharing Plan (OH) $15M · 138
Similar participant headcount
Nearest other-state filings by covered participants (389 participants); asset peers above are excluded.
- Dura Bond Retirement Savings Plan (PA) 389 · 0 off
- Tribute Home Care, LLC 401(k) Profit Sharing Plan & Trust (MA) 389 · 0 off
- Gcs 401(k) Plan (TX) 389 · 0 off
- Caribou 401(k) Plan (DC) 389 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.