Defined Benefit (Pension) · DOL Form 5500 · 2023

Henry Modell & Co., Inc. Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
N/A
Participants Small participant base
74th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Henry Modell & Co. , Inc. Employees' Retirement Plan · Sponsored by Henry Modell & Co., Inc. · New York · Retail Trade

$21M in assets, N/A participants

Henry Modell & Co., Inc.'s Henry Modell & Co. , Inc. Employees' Retirement Plan reported $21M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,019 in Retail Trade (8,414 peers)

Henry Modell & Co., Inc. multi-year trail

Henry Modell & Co., Inc.'s plans moved -93.3% in assets from 2022 to 2024; this filing shows Henry Modell & Co. , Inc. Employees' Retirement Plan at $21M / N/A participants.

#7,019
in Retail Trade (8,414 peers)
+10.5%
assets growth YoY

Henry Modell & Co. , Inc. Employees' Retirement Plan's outsized position by total assets

Henry Modell & Co. , Inc. Employees' Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$21,149,014 Top 26% higher than 74% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Henry Modell & Co. , Inc. Employees' Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Henry Modell & Co. , Inc. Employees' Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135518048 · Henry Modell & Co., Inc. PY 2023 · Defined Benefit (Pension)

Henry Modell & Co. , Inc. Employees' Retirement Plan · $21M · N/A · 74th

  • PART $21M
  • PART N/A
  • PART 74th
  • PART Defined Benefit (Pension)
  • PART near Chs/Community Health Systems, Inc.Retirement Income Plan
  • PART ind #7019

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 Retail Trade retirement plans → · Plans in New York →

Henry Modell & Co. , Inc. Employees' Retirement Plan in the asset neighbourhood

Harnett Health System, Inc. Employees' Pension PlanHarnett Health System, Inc. …$21MMinnesota Nurses Association Pension Plan and TrustMinnesota Nurses Association…$21MHenry Modell & Co. , Inc. Employees' Retirement PlanHenry Modell & Co. , Inc. Em…$21MChs/Community Health Systems, Inc.Retirement Income PlanChs/Community Health Systems…$21MKeesler Federal Credit Union Cash Balance Defined Benefit Plan and TrustKeesler Federal Credit Union…$21M
End-of-year total assets ($M) among Henry Modell & Co. , Inc. Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Henry Modell & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Henry Modell & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 93.29758400895378% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $19.2M $1.28M ▼ -93.3%
Year Plans Participants Total Assets
2022 1 N/A $19M
2023 1 N/A $21M
2024 1 N/A $1M

Henry Modell & Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN135518048
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Henry Modell & Co. , Inc. Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Henry Modell & Co. , Inc. Employees' Retirement Plan, Total assets ($B): 0.021149014 · Participants: 0Henry Modell & Co. , Inc. Employees' Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Henry Modell & Co. , Inc. Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Henry Modell & Co. , Inc. Employees' Retirement Plan side-by-side with 3 peers →

Henry Modell & Co. , Inc. Employees' Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Chs/Community Health Systems, Inc.Retirement Income Plan in TN at $21M (this filing: $21M).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Henry Modell & Co. , Inc. Employees' Retirement Plan assets move in 2023? ▼
Henry Modell & Co. , Inc. Employees' Retirement Plan grew at a solid clip - up 10.5% during 2023, from $19M to $21M. Reported net income was $2M.
How have Henry Modell & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry Modell & Co., Inc.'s sponsor-wide assets declined 93.3%, from $19M to $1M.
Which Defined Benefit (Pension) plans are similar in size to Henry Modell & Co. , Inc. Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chs/Community Health Systems, Inc.Retirement Income Plan in TN ($21M, N/A participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 135518048.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.