401(k) · DOL Form 5500 · 2024
Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 107
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $756,567
- Avg per participant High balance/head
Official DOL plan name: Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust · Sponsored by Modrall, Sperling, Roehl, Harris & Sisk, P.a. · New Mexico · Professional & Technical Services
$81M in assets, 107 participants
Modrall, Sperling, Roehl, Harris & Sisk, P.a.'s Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust reported $81M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,149 in Professional & Technical Services (20,173 peers)
Coverage in New Mexico
Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust covers 107 participants in New Mexico, about 29% of the average New Mexico filer (state average ~365 per filing). Assets: $81M.
- #18,149
- in Professional & Technical Services (20,173 peers)
- +4.0%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust's outsized position by total assets
Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$80,952,634 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust sits mid-pack in the medium band (107 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust reported net income fell from $12M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust end-of-year assets rose from $78M in the plan year 2023 filing to $81M in the plan year 2024 filing.
- Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust reported participants fell from 109 in the plan year 2023 filing to 107 in the plan year 2024 filing.
DOL schedule card
Filing strip 850283491 · Modrall, Sperling, Roehl, Harris & Sisk, P.a. PY 2024 · 401(k)
Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust · $81M · 107 · 89th
- IND $81M
- EOY 107
- 5500 89th
- ASSETS 401(k)
- PCT near Spectrum Control, Inc. 401(k) Plan
- EIN ind #18149
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 Professional & Technical Services retirement plans → · Plans in New Mexico →
Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $3M |
| Employer EIN | 850283491 |
| Plan Effective Date | 1981-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Modrall, Sperling, Roehl, Harris & Sisk, P.a.)
Sponsor-wide plan assets over time
All Modrall, Sperling, Roehl, Harris & Sisk, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 22.559810988792645% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $66M |
| 2023 | 1 | 109 | $78M |
| 2024 | 1 | 107 | $81M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $7.2B · 15,926
- Triad 401(k) Retirement Plan $2.5B · 11,744
- Triad 401(k) Savings Plan $900M · 2,058
- Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218
Modrall, Sperling, Roehl, Harris & Sisk, P.a. 401(k) Profit-Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Spectrum Control, Inc. 401(k) Plan in PA ($81M); by covered participants it is Augmedix, Inc. 401(k) Plan in CA (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Spectrum Control, Inc. 401(k) Plan (PA) $81M · 713
- Belimo Americas Savings Plan (CT) $81M · 508
- Bmwc Constructors, Inc. Profit Sharing Plan (IN) $81M · 317
- Ia 401(k) Plan (CA) $81M · 543
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- Augmedix, Inc. 401(k) Plan (CA) 107 · 0 off
- Infovista 401(k) Retirement Plan (MA) 107 · 0 off
- Manmar Entertainment LLC 401(k) Profit Sharing Plan & Trust (FL) 107 · 0 off
- Sullivan Paper Company, Inc. 401(k) Plan (MA) 107 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.