401(k) · DOL Form 5500 · 2023

The Modern Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
1,482
Participants Near avg headcount
79th
Percentile by assets National rank
$19,945
Avg per participant Low balance/head
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Official DOL plan name: The Modern Group 401(k) Plan · Sponsored by The Modern Group, Ltd. · Texas · Manufacturing

$30M in assets, 1,482 participants

The Modern Group, Ltd.'s The Modern Group 401(k) Plan reported $30M in total assets and 1,482 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,263 in Manufacturing (18,722 peers)

Coverage in Texas

The Modern Group 401(k) Plan covers 1,482 participants in Texas, 2.2x the typical Texas plan (state average ~688 per filing). Assets: $30M.

#13,263
in Manufacturing (18,722 peers)
+19.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$29,558,214 Top 21% higher than 79% 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 Modern Group 401(k) 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. The Modern Group 401(k) Plan lands in the large band (1,482 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Modern Group 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Modern Group 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • The Modern Group 401(k) Plan reported participants rose from 1,337 in the plan year 2022 filing to 1,482 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 760346549 · The Modern Group, Ltd. PY 2023 · 401(k)

The Modern Group 401(k) Plan · $30M · 1,482 · 79th

  • TYPE $30M
  • NET 1,482
  • BOOK 79th
  • VS-ST 401(k)
  • BOY near Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan
  • SCH ind #13263

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 Manufacturing retirement plans → · Plans in Texas →

The Modern Group 401(k) Plan in the asset neighbourhood

The Modern Group 401(k) Plan$30MOrthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) PlanOrthopedic Associates of Sw …$30MBonnier LLC 401(k) Plan$30MThe Arthur G. Russell Company, Inc. Profit Sharing PlanThe Arthur G. Russell Compan…$30MNeill Corporation 401(k) Profit Sharing Plan & TrustNeill Corporation 401(k) Pro…$30M
End-of-year total assets ($M) among The Modern Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN760346549
Plan Effective Date2003-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Modern Group, Ltd.)

Sponsor-wide plan assets over time

All The Modern Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 37.967096296114455% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.7M $34.1M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 1,337 $25M
2023 1 1,482 $30M
2024 1 1,613 $34M

Nearby 401(k) Plans in Texas

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

The Modern Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Modern Group 401(k) Plan, Total assets ($B): 0.029558214 · Participants: 1482The Modern Group 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
The Modern Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Modern Group 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan in OH ($30M); by covered participants it is Charter School 401(k) Retirement Plan in FL (1,482 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,482 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 Modern Group 401(k) Plan assets move in 2023? ▼
The Modern Group 401(k) Plan grew sharply - up 19.7% during 2023, from $25M to $30M. Reported net income was $5M.
How have The Modern Group, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Modern Group, Ltd.'s sponsor-wide assets grew 38.0%, from $25M to $34M.
Where does The Modern Group 401(k) Plan rank by assets among Form 5500 filers? ▼
The Modern Group 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Modern Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthopedic Associates of Sw Ohio Inc Profit Sharing 401(k) Plan in OH ($30M, 153 participants).
Which 401(k) plans cover a similar participant headcount to The Modern Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Charter School 401(k) Retirement Plan in FL (1,482 participants, $9M 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 760346549.

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.