401(k) · DOL Form 5500 · 2023

Modern Group Ltd. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
245
Participants Below avg headcount
83rd
Percentile by assets National rank
$166,599
Avg per participant Above avg balance/head
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Official DOL plan name: Modern Group Ltd. Employee Savings Plan · Sponsored by Modern Group Ltd. · Pennsylvania · Wholesale Trade

$41M in assets, 245 participants

Modern Group Ltd.'s Modern Group Ltd. Employee Savings Plan reported $41M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,285 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

Modern Group Ltd. Employee Savings Plan covers 245 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $41M.

#5,285
in Wholesale Trade (6,309 peers)
+21.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Modern Group Ltd. Employee Savings Plan's outsized position by total assets

Modern Group Ltd. Employee Savings Plan vs every filed plan by assets

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

$40,816,710 Top 17% higher than 83% 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 Group Ltd. Employee Savings 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 Group Ltd. Employee Savings Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Modern Group Ltd. Employee Savings Plan reported net income rose from $557K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Modern Group Ltd. Employee Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Modern Group Ltd. Employee Savings Plan reported participants rose from 238 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232116893 · Modern Group Ltd. PY 2023 · 401(k)

Modern Group Ltd. Employee Savings Plan · $41M · 245 · 83rd

  • SCH $41M
  • SCH 245
  • SCH 83rd
  • SCH 401(k)
  • SCH near Plumbers & Pipefitters Local 160 Retirement Plan
  • SCH ind #5285

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Modern Group Ltd. Employee Savings Plan in the asset neighbourhood

Pccp, LLC 401(k) Retirement Savings PlanPccp, LLC 401(k) Retirement …$41MKettler Retirement Plan$41MTilley Distribution, Inc. Retirement PlanTilley Distribution, Inc. Re…$41MModern Group Ltd. Employee Savings PlanModern Group Ltd. Employee S…$41MPlumbers & Pipefitters Local 160 Retirement PlanPlumbers & Pipefitters Local…$41M
End-of-year total assets ($M) among Modern Group Ltd. Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN232116893
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Modern Group Ltd.)

Sponsor-wide plan assets over time

All Modern Group Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 14.23497051324572% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $47.2M $40.5M ▼ -14.2%
Year Plans Participants Total Assets
2022 2 472 $47M
2023 2 482 $55M
2024 1 252 $41M

Nearby 401(k) Plans in Pennsylvania

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

Modern Group Ltd. Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Modern Group Ltd. Employee Savings Plan, Total assets ($B): 0.04081671 · Participants: 245Modern Group Ltd. Employee Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Modern Group Ltd. Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Modern Group Ltd. Employee Savings Plan side-by-side with 3 peers →

Modern Group Ltd. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Plumbers & Pipefitters Local 160 Retirement Plan in IL ($41M); by covered participants it is Win It America Inc 401(k) Plan in CA (245 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Group Ltd. Employee Savings Plan assets move in 2023? ▼
Modern Group Ltd. Employee Savings Plan grew sharply - up 21.8% during 2023, from $34M to $41M. Reported net income was $7M.
How have Modern Group Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Modern Group Ltd.'s sponsor-wide assets declined 14.2%, from $47M to $41M.
Where does Modern Group Ltd. Employee Savings Plan rank by assets among Form 5500 filers? ▼
Modern Group Ltd. Employee Savings Plan ranks in the 83rd 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 Group Ltd. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumbers & Pipefitters Local 160 Retirement Plan in IL ($41M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Modern Group Ltd. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Win It America Inc 401(k) Plan in CA (245 participants, $428K 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 232116893.

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.