401(k) · DOL Form 5500 · 2023

Moda Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$188M
Total assets Near avg plan size
1,294
Participants Near avg headcount
94th
Percentile by assets National rank
$144,976
Avg per participant Above avg balance/head
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Official DOL plan name: Moda Partners, Inc. Employee Retirement Plan · Sponsored by Moda Partners, Inc. · Oregon · Finance & Insurance

$188M in assets, 1,294 participants

Moda Partners, Inc.'s Moda Partners, Inc. Employee Retirement Plan reported $188M in total assets and 1,294 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,092 in Finance & Insurance (8,869 peers)

Coverage in Oregon

Moda Partners, Inc. Employee Retirement Plan covers 1,294 participants in Oregon, 2.9x the typical Oregon plan (state average ~443 per filing). Assets: $188M.

#8,092
in Finance & Insurance (8,869 peers)
+21.0%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Moda Partners, Inc. Employee Retirement Plan's outsized position by total assets

Moda Partners, Inc. Employee Retirement Plan vs every filed plan by assets

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

$187,598,647 Top 6% higher than 94% 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

Moda Partners, Inc. Employee Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moda Partners, Inc. Employee Retirement Plan lands in the large band (1,294 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Moda Partners, Inc. Employee Retirement Plan reported net income rose from -$26M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Moda Partners, Inc. Employee Retirement Plan end-of-year assets rose from $155M in the plan year 2022 filing to $188M in the plan year 2023 filing.
  • Moda Partners, Inc. Employee Retirement Plan reported participants rose from 1,235 in the plan year 2022 filing to 1,294 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 931083363 · Moda Partners, Inc. PY 2023 · 401(k)

Moda Partners, Inc. Employee Retirement Plan · $188M · 1,294 · 94th

  • TYPE $188M
  • TYPE 1,294
  • TYPE 94th
  • TYPE 401(k)
  • TYPE near Primient Salaried Comprehensive Retirement Plan
  • TYPE ind #8092

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 Finance & Insurance retirement plans → · Plans in Oregon →

Moda Partners, Inc. Employee Retirement Plan in the asset neighbourhood

Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) PlanLowe Enterprises, Inc. and C…$188MInter American University of Pr Defined Contribution Retirement PlanInter American University of…$188MModa Partners, Inc. Employee Retirement PlanModa Partners, Inc. Employee…$188MPrimient Salaried Comprehensive Retirement PlanPrimient Salaried Comprehens…$188MMarathon Cheese Employee's 401(k) Retirement PlanMarathon Cheese Employee's 4…$188M
End-of-year total assets ($M) among Moda Partners, Inc. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$188M
Net Income$33M
Employer EIN931083363
Plan Effective Date1977-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Moda Partners, Inc.)

Sponsor-wide plan assets over time

All Moda Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$209M 34.780913715470454% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $155M $209M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 1,235 $155M
2023 1 1,294 $188M
2024 1 1,389 $209M

Nearby 401(k) Plans in Oregon

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

Moda Partners, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Moda Partners, Inc. Employee Retirement Plan, Total assets ($B): 0.187598647 · Participants: 1294Moda Partners, Inc. Employee Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Moda Partners, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Moda Partners, Inc. Employee Retirement Plan side-by-side with 3 peers →

Moda Partners, Inc. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Primient Salaried Comprehensive Retirement Plan in IL ($188M); by covered participants it is Bassett Furniture Ind. Inc. 401(k) Plan in VA (1,294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,294 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 Moda Partners, Inc. Employee Retirement Plan assets move in 2023? ▼
Moda Partners, Inc. Employee Retirement Plan grew sharply - up 21.0% during 2023, from $155M to $188M. Reported net income was $33M.
How have Moda Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moda Partners, Inc.'s sponsor-wide assets grew 34.8%, from $155M to $209M.
Where does Moda Partners, Inc. Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Moda Partners, Inc. Employee Retirement Plan ranks in the 94th 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 Moda Partners, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Primient Salaried Comprehensive Retirement Plan in IL ($188M, 1,061 participants).
Which 401(k) plans cover a similar participant headcount to Moda Partners, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bassett Furniture Ind. Inc. 401(k) Plan in VA (1,294 participants, $68M 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 931083363.

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.