ESOP · DOL Form 5500 · 2023
Modjeski and Masters Inc. ESOP
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 196
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $139,132
- Avg per participant Near avg balance/head
Official DOL plan name: Modjeski and Masters Inc. Employee Stock Ownership Plan · Sponsored by Modjeski and Masters Inc. · Pennsylvania · Professional & Technical Services
$27M in assets, 196 participants
Modjeski and Masters Inc.'s Modjeski and Masters Inc. Employee Stock Ownership Plan reported $27M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #15,894 in Professional & Technical Services (20,321 peers)
Coverage in Pennsylvania
Modjeski and Masters Inc. Employee Stock Ownership Plan covers 196 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.
- #15,894
- in Professional & Technical Services (20,321 peers)
- +14.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Modjeski and Masters Inc. Employee Stock Ownership Plan's outsized position by total assets
Modjeski and Masters Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,269,806 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Modjeski and Masters Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Modjeski and Masters Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (196 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Modjeski and Masters Inc. Employee Stock Ownership Plan reported net income rose from $220K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Modjeski and Masters Inc. Employee Stock Ownership Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Modjeski and Masters Inc. Employee Stock Ownership Plan reported participants fell from 203 in the plan year 2022 filing to 196 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 232638914 · Modjeski and Masters Inc. PY 2023 · ESOP
Modjeski and Masters Inc. Employee Stock Ownership Plan · $27M · 196 · 78th
- BOOK $27M
- BOOK 196
- BOOK 78th
- BOOK ESOP
- BOOK near Woodsman ESOP
- BOOK ind #15894
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 What is an ESOP? → · Plans in Pennsylvania →
Modjeski and Masters Inc. Employee Stock Ownership Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 232638914 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Modjeski and Masters Inc.)
Sponsor-wide plan assets over time
All Modjeski and Masters Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $110M 41.91957687691581% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 429 | $77M |
| 2023 | 2 | 425 | $91M |
| 2024 | 2 | 424 | $110M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Modjeski and Masters Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Woodsman ESOP in FL ($27M); by covered participants it is Microplastics, Inc. Employee Stock Ownership Plan in IL (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (196 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.