401(k) · DOL Form 5500 · 2024

Modell Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
34th
Percentile by assets National rank
$127,617
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Modell Financial, Inc. 401(k) Plan · Sponsored by Modell Financial, Inc. · New York · Finance & Insurance

$3M in assets, 24 participants

Modell Financial, Inc.'s Modell Financial, Inc. 401(k) Plan reported $3M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,921 in Finance & Insurance (8,549 peers)

Modell Financial, Inc. multi-year trail

Modell Financial, Inc.'s plans moved +30.8% in assets from 2022 to 2024; this filing shows Modell Financial, Inc. 401(k) Plan at $3M / 24 participants.

#1,921
in Finance & Insurance (8,549 peers)
+9.2%
assets growth YoY

Modell Financial, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Modell Financial, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,062,816 34th percentile higher than 34% of 123,620 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 2024

Modell Financial, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Modell Financial, Inc. 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Modell Financial, Inc. 401(k) Plan reported net income fell from $462K in the plan year 2023 filing to $259K in the plan year 2024 filing.
  • Modell Financial, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Modell Financial, Inc. 401(k) Plan reported participants fell from 25 in the plan year 2023 filing to 24 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 132806553 · Modell Financial, Inc. PY 2024 · 401(k)

Modell Financial, Inc. 401(k) Plan · $3M · 24 · 34th

  • PART $3M
  • TYPE 24
  • NET 34th
  • BOOK 401(k)
  • VS-ST near Shadow Enterprises, Inc. 401(k) Plan
  • BOY ind #1921

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 Finance & Insurance retirement plans → · Plans in New York →

Modell Financial, Inc. 401(k) Plan in the asset neighbourhood

Modell Financial, Inc. 401(k) PlanModell Financial, Inc. 401(k…$3MShadow Enterprises, Inc. 401(k) PlanShadow Enterprises, Inc. 401…$3MTechnicon Systems 401(k) Profit Sharing PlanTechnicon Systems 401(k) Pro…$3MKdng 401(k) Plan$3MDst-Avi Retirement Plan$3M
End-of-year total assets ($M) among Modell Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Modell Financial, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Modell Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.793657300885336% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.34M $3.06M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 33 $2M
2023 1 25 $3M
2024 1 24 $3M

Modell Financial, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$259K
Employer EIN132806553
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Modell Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Modell Financial, Inc. 401(k) Plan, Total assets ($B): 0.003062816 · Participants: 24Modell Financial, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Modell Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Modell Financial, Inc. 401(k) Plan side-by-side with 3 peers →

Modell Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Shadow Enterprises, Inc. 401(k) Plan in MS ($3M); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (24 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.

Frequently Asked Questions

How did Modell Financial, Inc. 401(k) Plan assets move in 2024? ▼
Modell Financial, Inc. 401(k) Plan grew at a solid clip - up 9.2% during 2024, from $3M to $3M. Reported net income was $259K.
How have Modell Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Modell Financial, Inc.'s sponsor-wide assets grew 30.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Modell Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shadow Enterprises, Inc. 401(k) Plan in MS ($3M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Modell Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants, $907K in assets).

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 132806553.

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.