401(k) · DOL Form 5500 · 2023

Modigent LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
745
Participants Near avg headcount
79th
Percentile by assets National rank
$40,170
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Modigent LLC 401(k) Plan · Sponsored by Modigent LLC · Arizona · Construction

$30M in assets, 745 participants

Modigent LLC's Modigent LLC 401(k) Plan reported $30M in total assets and 745 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.

  • #7,005 in Construction (9,030 peers)

Where Modigent LLC 401(k) Plan sits by assets

Modigent LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 745 participants (~$40,170/participant), up 125.4% in 2023.

#7,005
in Construction (9,030 peers)
+125.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Modigent LLC 401(k) Plan's outsized position by total assets

Modigent LLC 401(k) Plan vs every filed plan by assets

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

$29,927,004 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

Modigent LLC 401(k) 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. Modigent LLC 401(k) Plan sits mid-pack in the medium band (745 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Modigent LLC 401(k) Plan reported net income rose from $414K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Modigent LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Modigent LLC 401(k) Plan reported participants rose from 409 in the plan year 2022 filing to 745 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 861027390 · Modigent LLC PY 2023 · 401(k)

Modigent LLC 401(k) Plan · $30M · 745 · 79th

  • RANK $30M
  • PHOTO 745
  • IND 79th
  • EOY 401(k)
  • 5500 near Nichols Cauley & Associates LLC 401(k)
  • ASSETS ind #7005

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 Construction retirement plans → · Plans in Arizona →

Modigent LLC 401(k) Plan in the asset neighbourhood

Modigent LLC 401(k) Plan$30MNichols Cauley & Associates LLC 401(k)Nichols Cauley & Associates …$30MThe Columbia Southern Education Group 401(k) PlanThe Columbia Southern Educat…$30MKs Statebank Profit Sharing 401(k) PlanKs Statebank Profit Sharing …$30MWilliam C. Smith & Co. 401(k) PlanWilliam C. Smith & Co. 401(k…$30M
End-of-year total assets ($M) among Modigent LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$30M
Net Income$8M
Employer EIN861027390
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Modigent LLC)

Sponsor-wide plan assets over time

All Modigent LLC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 282.9966849014658% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $13.3M $50.9M ▲ +283.0%
Year Plans Participants Total Assets
2022 1 409 $13M
2023 1 745 $30M
2024 1 1,448 $51M

Nearby 401(k) Plans in Arizona

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

Modigent LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Modigent LLC 401(k) Plan, Total assets ($B): 0.029927004 · Participants: 745Modigent LLC 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Modigent LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Modigent LLC 401(k) Plan side-by-side with 3 peers →

Modigent LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Nichols Cauley & Associates LLC 401(k) in GA ($30M); by covered participants it is Buckeye Corrugated, Inc. 401(k) Plan and Trust in OH (745 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (745 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 Modigent LLC 401(k) Plan assets move in 2023? ▼
Modigent LLC 401(k) Plan surged - up 125.4% during 2023, from $13M to $30M. Reported net income was $8M.
How have Modigent LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Modigent LLC's sponsor-wide assets grew 283.0%, from $13M to $51M.
Where does Modigent LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Modigent LLC 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 Modigent LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nichols Cauley & Associates LLC 401(k) in GA ($30M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Modigent LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Buckeye Corrugated, Inc. 401(k) Plan and Trust in OH (745 participants, $49M 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 861027390.

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.