401(k) · DOL Form 5500 · 2024
Modern Treasury Corp. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $58,521
- Avg per participant Low balance/head
Official DOL plan name: Modern Treasury 401(k) Plan · Sponsored by Modern Treasury Corp. · California · Administrative & Support Services
$9M in assets, 160 participants
Modern Treasury Corp.'s Modern Treasury 401(k) Plan reported $9M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #3,247 in Administrative & Support Services (4,368 peers)
Coverage in California
Modern Treasury 401(k) Plan covers 160 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $9M.
- #3,247
- in Administrative & Support Services (4,368 peers)
- +49.1%
- assets growth YoY
Modern Treasury 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers
Modern Treasury 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,363,429 Top 46% higher than 54% 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
Modern Treasury 401(k) Plan 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. Modern Treasury 401(k) Plan sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Modern Treasury 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Modern Treasury 401(k) Plan reported participants fell from 196 in the plan year 2023 filing to 160 in the plan year 2024 filing.
- Modern Treasury 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 830557911 · Modern Treasury Corp. PY 2024 · 401(k)
Modern Treasury 401(k) Plan · $9M · 160 · 54th
- PCT $9M
- EIN 160
- RANK 54th
- PHOTO 401(k)
- IND near Tire Service Holding Company 401(k) Retirement Plan
- EOY ind #3247
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 Administrative & Support Services retirement plans → · Plans in California →
Modern Treasury 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $3M |
| Employer EIN | 830557911 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Modern Treasury Corp.)
Sponsor-wide plan assets over time
All Modern Treasury Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 49.0515531103356% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 196 | $6M |
| 2024 | 1 | 160 | $9M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Modern Treasury 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Tire Service Holding Company 401(k) Retirement Plan in MN ($9M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Tire Service Holding Company 401(k) Retirement Plan (MN) $9M · 221
- Brinkman 401(k) Plan (CO) $9M · 113
- Atlas Butler 401(k) Plan (OH) $9M · 148
- Clegg's Termite & Pest Control, LLC 401(k) Plan (NC) $9M · 222
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.