Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Modern Woodmen of America Employees' Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Modern Woodmen of America · Illinois · Finance & Insurance

What the 2023 filing shows

Modern Woodmen of America Employees' Savings Plan holds $251M for 1,111 participants — about $225,497 per participant, up 6.9% over the 2024 plan year.

$251M
total plan assets (2024 EOY)
1,111
covered participants
$225,497
avg assets per participant
+6.9%
assets growth YoY
Total Assets (2023)
$251M
Participants
1,111
State
Industry
Finance & Insurance

What the Filing Says About Modern Woodmen of America Employees' Savings Plan

Modern Woodmen of America Employees' Savings Plan is a Profit Sharing retirement plan sponsored by Modern Woodmen of America, headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $251M in total end-of-year assets and covers 1,111 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 361493430, and the plan has been effective since 1982-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $234M at the beginning of 2024 to $251M at year-end — a gain of 6.9%. Net assets (after liabilities) closed the year at $251M, with reported net income of $16M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$234M
Total Assets (End of Year)$251M
Net Assets (End of Year)$251M
Net Income$16M
Plan TypeProfit Sharing
Employer EIN361493430
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Modern Woodmen of America)

Year Plans Participants Total Assets
2022 2 1,933 $952M
2023 2 2,050 $1.1B
2024 2 2,141 $1.1B

Nearby Profit Sharing Plans in Illinois

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Frequently Asked Questions

How much money is in the Modern Woodmen of America Employees' Savings Plan?
As of the 2024 Form 5500 filing, Modern Woodmen of America Employees' Savings Plan holds $251M in total assets with 1,111 participants. It is sponsored by Modern Woodmen of America.
What type of plan is Modern Woodmen of America Employees' Savings Plan?
Modern Woodmen of America Employees' Savings Plan is a Profit Sharing plan. It has been effective since 1982-01-01. The plan is filed with the U.S. Department of Labor under EIN 361493430.
Who sponsors the Modern Woodmen of America Employees' Savings Plan?
Modern Woodmen of America Employees' Savings Plan is sponsored by Modern Woodmen of America, located in Illinois. The sponsor's EIN is 361493430 and the plan operates in the Finance & Insurance industry.
How did Modern Woodmen of America Employees' Savings Plan perform in 2024?
Modern Woodmen of America Employees' Savings Plan grew by 6.9% during 2024, moving from $234M to $251M in total assets. Net income was $16M.
Where can I find official filings for Modern Woodmen of America Employees' Savings Plan?
Official Form 5500 filings for Modern Woodmen of America Employees' Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 361493430 or plan name at efast.dol.gov.
How does Modern Woodmen of America Employees' Savings Plan compare to other plans?
You can compare Modern Woodmen of America Employees' Savings Plan against other Profit Sharing plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 361493430.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.