401(k) · DOL Form 5500 · 2023

Modernatx, Inc. 401(k) Plan

Data updated 2026-08-11

$338M
Total assets
3,299
Participants
96th
Percentile by assets
$102,467
Avg per participant
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Official DOL plan name: Modernatx, Inc. 401(k) Plan · Sponsored by Modernatx, Inc. · Massachusetts · Healthcare & Social Assistance

$338M in assets, 3,299 participants

Modernatx, Inc.'s Modernatx, Inc. 401(k) Plan reported $338M in total assets and 3,299 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #17,114 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Modernatx, Inc. 401(k) Plan covers 3,299 participants in Massachusetts, 5.0x the typical Massachusetts plan (state average ~659 per filing). Assets: $338M.

$338M
total plan assets (2023 EOY)
3,299
covered participants
96th
percentile by assets (of 127,072 plans)
$102,467
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Modernatx, Inc. 401(k) Plan reported net income rose from $42M in the plan year 2022 filing to $159M in the plan year 2023 filing.
  • Modernatx, Inc. 401(k) Plan end-of-year assets rose from $179M in the plan year 2022 filing to $338M in the plan year 2023 filing.
  • Modernatx, Inc. 401(k) Plan reported participants rose from 2,447 in the plan year 2022 filing to 3,299 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Modernatx, Inc. 401(k) Plan reports 3,299 participants - 5.0x that state average ($338M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$179M
Net Assets (End of Year)$338M
Net Income$159M
Employer EIN270226313
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Modernatx, Inc.)

$100M$200M$300M$400M$500M$600M 202220232024 $179M $502M ▲ +180.6%
Total plan assets by year, all Modernatx, Inc. plans on file
Year Plans Participants Total Assets
2022 1 2,447 $179M
2023 1 3,299 $338M
2024 1 4,814 $502M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Modernatx, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Modernatx, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -10010203040 Total assets ($B) Participants Modernatx, Inc. 401(…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…Philips North Americ…
Modernatx, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Modernatx, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Modernatx, Inc. 401(k) Plan assets move in 2023?
Modernatx, Inc. 401(k) Plan surged - up 89.0% during 2023, from $179M to $338M. Reported net income was $159M.
How have Modernatx, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Modernatx, Inc.'s sponsor-wide assets grew 180.6%, from $179M to $502M.
Where does Modernatx, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Modernatx, Inc. 401(k) Plan ranks in the 96th 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 401(k) plans are similar in size to Modernatx, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Retirement Savings Plan of Flad Affiliated Corp. in WI ($338M, 1,386 participants).

Filing takeaways

Ways to act on Modernatx, Inc. 401(k) Plan's numbers.