401(k) · DOL Form 5500 · 2023

Modixusa, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
28th
Percentile by assets National rank
$165,042
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Modixusa, Inc. Retirement Plan · Sponsored by Modixusa, Inc. · Wisconsin · Manufacturing

$2M in assets, 10 participants

Modixusa, Inc.'s Modixusa, Inc. Retirement Plan reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,499 in Manufacturing (18,722 peers)

Modixusa, Inc. multi-year trail

Modixusa, Inc.'s plans moved +46.9% in assets from 2022 to 2024; this filing shows Modixusa, Inc. Retirement Plan at $2M / 10 participants.

#2,499
in Manufacturing (18,722 peers)
+88.0%
assets growth YoY

Modixusa, Inc. Retirement Plan among the smaller filed plans by assets

Modixusa, Inc. Retirement Plan vs every filed plan by assets

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

$1,650,423 28th percentile higher than 28% 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

Modixusa, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Modixusa, Inc. Retirement Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Modixusa, Inc. Retirement Plan reported net income rose from $65K in the plan year 2022 filing to $773K in the plan year 2023 filing.
  • Modixusa, Inc. Retirement Plan end-of-year assets rose from $878K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Modixusa, Inc. Retirement Plan reported participants rose from 8 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 472337716 · Modixusa, Inc. PY 2023 · 401(k)

Modixusa, Inc. Retirement Plan · $2M · 10 · 28th

  • PART $2M
  • TYPE 10
  • NET 28th
  • BOOK 401(k)
  • VS-ST near The Wolak Group 401(k) Plan
  • BOY ind #2499

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 Wisconsin →

Modixusa, Inc. Retirement Plan in the asset neighbourhood

Modixusa, Inc. Retirement PlanModixusa, Inc. Retirement Pl…$2MThe Wolak Group 401(k) Plan$2MRidgewood Country Club, Inc. Retirement Plan & TrustRidgewood Country Club, Inc.…$2ME.a. Devassy, M.D. and Associates, S.C. Profit Sharing 401(k) PlanE.a. Devassy, M.D. and Assoc…$2MLorens & Associates, Inc. Aplc Retirement Savings PlanLorens & Associates, Inc. Ap…$2M
End-of-year total assets ($M) among Modixusa, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Modixusa, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Modixusa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 46.90846908469084% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.88M $1.29M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 8 $878K
2023 1 10 $2M
2024 1 8 $1M

Modixusa, Inc. filing trail (2023)

Total Assets (Beginning of Year)$878K
Net Assets (End of Year)$2M
Net Income$773K
Employer EIN472337716
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Modixusa, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Modixusa, Inc. Retirement Plan, Total assets ($B): 0.001650423 · Participants: 10Modixusa, Inc. Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Modixusa, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Modixusa, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is The Wolak Group 401(k) Plan in ME ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Modixusa, Inc. Retirement Plan assets move in 2023? ▼
Modixusa, Inc. Retirement Plan surged - up 88.0% during 2023, from $878K to $2M. Reported net income was $773K.
How have Modixusa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Modixusa, Inc.'s sponsor-wide assets grew 46.9%, from $878K to $1M.
Which 401(k) plans are similar in size to Modixusa, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Wolak Group 401(k) Plan in ME ($2M, 1,015 participants).
Which 401(k) plans cover a similar participant headcount to Modixusa, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 472337716.

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.