401(k) · DOL Form 5500 · 2023

Modern Hr, Inc. 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
14,803
Participants Very large workforce
91st
Percentile by assets National rank
$6,292
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Connectme 401(k) Plan · Sponsored by Modern Hr, Inc. · California · Administrative & Support Services

$93M in assets, 14,803 participants

Modern Hr, Inc.'s The Connectme 401(k) Plan reported $93M in total assets and 14,803 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #4,187 in Administrative & Support Services (4,372 peers)

Coverage in California

The Connectme 401(k) Plan covers 14,803 participants in California, 23x the typical California plan (state average ~630 per filing). Assets: $93M.

#4,187
in Administrative & Support Services (4,372 peers)
+8.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The Connectme 401(k) Plan's outsized position by total assets

The Connectme 401(k) Plan vs every filed plan by assets

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

$93,133,902 Top 9% higher than 91% 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

The Connectme 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Connectme 401(k) Plan is a mega filing (14,803 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Connectme 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Connectme 401(k) Plan reported participants rose from 12,687 in the plan year 2022 filing to 14,803 in the plan year 2023 filing.
  • The Connectme 401(k) Plan end-of-year assets rose from $86M in the plan year 2022 filing to $93M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810741257 · Modern Hr, Inc. PY 2023 · 401(k)

The Connectme 401(k) Plan · $93M · 14,803 · 91st

  • VS-ST $93M
  • VS-ST 14,803
  • VS-ST 91st
  • VS-ST 401(k)
  • VS-ST near Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust
  • VS-ST ind #4187

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 Administrative & Support Services retirement plans → · Plans in California →

The Connectme 401(k) Plan in the asset neighbourhood

Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing PlanPremier Orthopaedic and Spor…$93MInternational Union of Operating Engineers Local 25 Marine Division Annuity PlanInternational Union of Opera…$93MThe Connectme 401(k) Plan$93MEastman & Smith Ltd. Profit Sharing and Savings Plan and TrustEastman & Smith Ltd. Profit …$93MMadison Dearborn Partners LLC Savings Incentive PlanMadison Dearborn Partners LL…$93M
End-of-year total assets ($M) among The Connectme 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$93M
Net Income$10M
Employer EIN810741257
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Modern Hr, Inc.)

Sponsor-wide plan assets over time

All Modern Hr, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$108M 25.718647347993357% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $86M $108M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 12,687 $86M
2023 1 14,803 $93M
2024 1 9,644 $108M

Nearby 401(k) Plans in California

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

The Connectme 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 -200204060 Total assets ($B) Participants The Connectme 401(k) Plan, Total assets ($B): 0.093133902 · Participants: 14803The Connectme 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Connectme 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Connectme 401(k) Plan side-by-side with 3 peers →

Scale composition for The Connectme 401(k) Plan

The Connectme 401(k) Plan reports $93M in end-of-year assets across 14,803 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $6,292 per participant (5% of the national average assets-per-participant) . Net income for plan year 2023 was $10M.

This plan identity (EIN 810741257, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $86M to $108M (+25.7%) while covered participants moved from 12,687 to 9,644 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 12,687 $86M Open filing
2023 14,803 $93M This page
2024 · index core 9,644 $108M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

The Connectme 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust in OH ($93M); by covered participants it is Lifespan 401(k) Retirement Savings Plan in RI (14,816 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14,803 participants); asset peers above are excluded.

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 The Connectme 401(k) Plan assets move in 2023? ▼
The Connectme 401(k) Plan grew at a solid clip - up 8.3% during 2023, from $86M to $93M. Reported net income was $10M.
How have Modern Hr, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Modern Hr, Inc.'s sponsor-wide assets grew 25.7%, from $86M to $108M.
Where does The Connectme 401(k) Plan rank by assets among Form 5500 filers? ▼
The Connectme 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Connectme 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eastman & Smith Ltd. Profit Sharing and Savings Plan and Trust in OH ($93M, 118 participants).
Which 401(k) plans cover a similar participant headcount to The Connectme 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lifespan 401(k) Retirement Savings Plan in RI (14,816 participants, $936M in assets).

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 810741257.

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.