401(k) · DOL Form 5500 · 2023
Moda Partners, Inc. 401(k) Plan
Data updated 2026-08-11
- $188M
- Total assets
- 1,294
- Participants
- 94th
- Percentile by assets
- $144,976
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $188M
- total plan assets (2023 EOY)
- 1,294
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $144,976
- avg assets per participant
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.
Participants vs Oregon filers
In Oregon, the average filing covers about 443 participants across 1,736 plans. Moda Partners, Inc. Employee Retirement Plan reports 1,294 participants - 2.9x that state average ($188M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $155M |
|---|---|
| Net Assets (End of Year) | $188M |
| Net Income | $33M |
| Employer EIN | 931083363 |
| Plan Effective Date | 1977-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Moda Partners, Inc.)
| 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
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Moda Partners, Inc. Employee Retirement Plan by total assets, not by location.
- Primient Salaried Comprehensive Retirement Plan (IL) $188M · 1,061
- Marathon Cheese Employee's 401(k) Retirement Plan (WI) $188M · 2,165
- Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan (CA) $188M · 2,581
- Inter American University of Pr Defined Contribution Retirement Plan (PR) $188M · 1,601
Frequently Asked Questions
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Filing takeaways
Ways to act on Moda Partners, Inc. Employee Retirement Plan's numbers.
- By total assets, Moda Partners, Inc. Employee Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
- Moda Partners, Inc.'s sponsor-wide assets have grown 34.8% since 2022 across 3 plan years on file. More Finance & Insurance plans