401(k) · DOL Form 5500 · 2023

Modern Forge Services, LLC 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
574
Participants Below avg headcount
88th
Percentile by assets National rank
$120,406
Avg per participant Near avg balance/head
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Official DOL plan name: Modern Forge Companies Employee Retirement Benefit Plan · Sponsored by Modern Forge Services, LLC · Illinois · Manufacturing

$69M in assets, 574 participants

Modern Forge Services, LLC's Modern Forge Companies Employee Retirement Benefit Plan reported $69M in total assets and 574 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,543 in Manufacturing (18,722 peers)

Where Modern Forge Companies Employee Retirement Benefit Plan sits by assets

Modern Forge Companies Employee Retirement Benefit Plan sits in the top quartile of all filed plans by assets, $69M for 574 participants (~$120,406/participant), up 4.8% in 2023.

#15,543
in Manufacturing (18,722 peers)
+4.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Modern Forge Companies Employee Retirement Benefit Plan's outsized position by total assets

Modern Forge Companies Employee Retirement Benefit Plan vs every filed plan by assets

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

$69,113,172 Top 12% higher than 88% 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

Modern Forge Companies Employee Retirement Benefit 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. Modern Forge Companies Employee Retirement Benefit Plan sits mid-pack in the medium band (574 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Modern Forge Companies Employee Retirement Benefit Plan reported net income rose from -$975K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Modern Forge Companies Employee Retirement Benefit Plan reported participants rose from 518 in the plan year 2022 filing to 574 in the plan year 2023 filing.
  • Modern Forge Companies Employee Retirement Benefit Plan end-of-year assets rose from $66M in the plan year 2022 filing to $69M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364773498 · Modern Forge Services, LLC PY 2023 · 401(k)

Modern Forge Companies Employee Retirement Benefit Plan · $69M · 574 · 88th

  • 5500 $69M
  • ASSETS 574
  • PCT 88th
  • EIN 401(k)
  • RANK near Noble Research Institute, LLC 401(k) Plan
  • PHOTO ind #15543

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 Illinois →

Modern Forge Companies Employee Retirement Benefit Plan in the asset neighbourhood

Dierbergs Markets, Inc. 401(k) PlanDierbergs Markets, Inc. 401(…$69MModern Forge Companies Employee Retirement Benefit PlanModern Forge Companies Emplo…$69MNoble Research Institute, LLC 401(k) PlanNoble Research Institute, LL…$69MAcquia, Inc. 401(k) Plan$69MFalck USA, Inc. 401(k) Plan$69M
End-of-year total assets ($M) among Modern Forge Companies Employee Retirement Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$69M
Net Income$3M
Employer EIN364773498
Plan Effective Date1950-06-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Modern Forge Services, LLC)

Sponsor-wide plan assets over time

All Modern Forge Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$70M 6.791424004745564% vs 2022
2024 filing year
$64M$66M$68M$70M$72M 202220232024 $65.9M $70.4M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 518 $66M
2023 1 574 $69M
2024 1 511 $70M

Nearby 401(k) Plans in Illinois

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

Modern Forge Companies Employee Retirement Benefit Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Modern Forge Companies Employee Retirement Benefit Plan, Total assets ($B): 0.069113172 · Participants: 574Modern Forge Companies Employee Retirement Benefit PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Modern Forge Companies Employee Retirement Benefit Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Modern Forge Companies Employee Retirement Benefit Plan side-by-side with 3 peers →

Modern Forge Companies Employee Retirement Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Noble Research Institute, LLC 401(k) Plan in OK ($69M); by covered participants it is Enterprise Bank and Trust Company 401(k) Plan in MA (574 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (574 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 Modern Forge Companies Employee Retirement Benefit Plan assets move in 2023? ▼
Modern Forge Companies Employee Retirement Benefit Plan edged up modestly - up 4.8% during 2023, from $66M to $69M. Reported net income was $3M.
How have Modern Forge Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Modern Forge Services, LLC's sponsor-wide assets grew 6.8%, from $66M to $70M.
Where does Modern Forge Companies Employee Retirement Benefit Plan rank by assets among Form 5500 filers? ▼
Modern Forge Companies Employee Retirement Benefit Plan ranks in the 88th 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 Modern Forge Companies Employee Retirement Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is Noble Research Institute, LLC 401(k) Plan in OK ($69M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Modern Forge Companies Employee Retirement Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enterprise Bank and Trust Company 401(k) Plan in MA (574 participants, $112M 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 364773498.

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.