401(k) · DOL Form 5500 · 2024
Modern Life Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 269
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $61,528
- Avg per participant Low balance/head
Official DOL plan name: Modern Health 401(k) Plan · Sponsored by Modern Life Inc. · California · Healthcare & Social Assistance
$17M in assets, 269 participants
Modern Life Inc.'s Modern Health 401(k) Plan reported $17M in total assets and 269 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #12,089 in Healthcare & Social Assistance (16,916 peers)
Coverage in California
Modern Health 401(k) Plan covers 269 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $17M.
- #12,089
- in Healthcare & Social Assistance (16,916 peers)
- +8.1%
- assets growth YoY
Modern Health 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Modern Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,551,165 Top 34% higher than 66% 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 Health 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 Health 401(k) Plan sits mid-pack in the medium band (269 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Modern Health 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Modern Health 401(k) Plan reported participants fell from 389 in the plan year 2023 filing to 269 in the plan year 2024 filing.
- Modern Health 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 364883813 · Modern Life Inc. PY 2024 · 401(k)
Modern Health 401(k) Plan · $17M · 269 · 66th
- BOOK $17M
- VS-ST 269
- BOY 66th
- SCH 401(k)
- EBSA near Salomone Bros., Employees Profit Sharing & 401(k) Plan
- PART ind #12089
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Modern Health 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $1M |
| Employer EIN | 364883813 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Modern Life Inc.)
Sponsor-wide plan assets over time
All Modern Life Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 50.023426480597536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 316 | $11M |
| 2023 | 1 | 389 | $15M |
| 2024 | 1 | 269 | $17M |
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 Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Salomone Bros., Employees Profit Sharing & 401(k) Plan in NJ ($17M); by covered participants it is Mcmichael Mills, Inc. 401(k) Savings Plan in NC (269 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Salomone Bros., Employees Profit Sharing & 401(k) Plan (NJ) $17M · 129
- Magnolia Bank Retirement Savings Plan (KY) $17M · 223
- Fox Electric I, Ltd. 401(k) Plan (TX) $17M · 278
- Red-Rochester, LLC Retirement Plan (NY) $17M · 117
Similar participant headcount
Nearest other-state filings by covered participants (269 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.