401(k) · DOL Form 5500 · 2024

Modera Wealth Management, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
209
Participants Below avg headcount
81st
Percentile by assets National rank
$181,696
Avg per participant Above avg balance/head
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Official DOL plan name: Modera Wealth Management, LLC 401(k) Plan · Sponsored by Modera Wealth Management, LLC · New Jersey · Finance & Insurance

$38M in assets, 209 participants

Modera Wealth Management, LLC's Modera Wealth Management, LLC 401(k) Plan reported $38M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,990 in Finance & Insurance (8,549 peers)

Coverage in New Jersey

Modera Wealth Management, LLC 401(k) Plan covers 209 participants in New Jersey, about 25% of the average New Jersey filer (state average ~844 per filing). Assets: $38M.

#5,990
in Finance & Insurance (8,549 peers)
+34.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Modera Wealth Management, LLC 401(k) Plan's outsized position by total assets

Modera Wealth Management, LLC 401(k) Plan vs every filed plan by assets

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

$37,974,465 Top 19% higher than 81% 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

Modera Wealth Management, LLC 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. Modera Wealth Management, LLC 401(k) Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Modera Wealth Management, LLC 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Modera Wealth Management, LLC 401(k) Plan reported participants rose from 191 in the plan year 2023 filing to 209 in the plan year 2024 filing.
  • Modera Wealth Management, LLC 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 273774197 · Modera Wealth Management, LLC PY 2024 · 401(k)

Modera Wealth Management, LLC 401(k) Plan · $38M · 209 · 81st

  • 5500 $38M
  • ASSETS 209
  • PCT 81st
  • EIN 401(k)
  • RANK near Graham Companies Retirement Savings Plan
  • PHOTO ind #5990

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 Jersey →

Modera Wealth Management, LLC 401(k) Plan in the asset neighbourhood

Patrick Dealer Group Savings PlanPatrick Dealer Group Savings…$38MUnion Mutual Fire Insurance Company 401(k) Employee Savings Plan and TrustUnion Mutual Fire Insurance …$38MModera Wealth Management, LLC 401(k) PlanModera Wealth Management, LL…$38MGraham Companies Retirement Savings PlanGraham Companies Retirement …$38MFort Worth Community Credit Union Retirement Investment PlanFort Worth Community Credit …$38M
End-of-year total assets ($M) among Modera Wealth Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$38M
Net Income$10M
Employer EIN273774197
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Modera Wealth Management, LLC)

Sponsor-wide plan assets over time

All Modera Wealth Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 34.429770615153274% vs 2023
2024 filing year
$25M$30M$35M$40M 20232024 $28.3M $38M ▲ +34.4%
Year Plans Participants Total Assets
2023 1 191 $28M
2024 1 209 $38M

Nearby 401(k) Plans in New Jersey

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

Modera Wealth Management, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Modera Wealth Management, LLC 401(k) Plan, Total assets ($B): 0.037974465 · Participants: 209Modera Wealth Management, LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Modera Wealth Management, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Modera Wealth Management, LLC 401(k) Plan side-by-side with 3 peers →

Modera Wealth Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Graham Companies Retirement Savings Plan in PA ($38M); by covered participants it is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Modera Wealth Management, LLC 401(k) Plan assets move in 2024? ▼
Modera Wealth Management, LLC 401(k) Plan surged - up 34.4% during 2024, from $28M to $38M. Reported net income was $10M.
How have Modera Wealth Management, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Modera Wealth Management, LLC's sponsor-wide assets grew 34.4%, from $28M to $38M.
Where does Modera Wealth Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Modera Wealth Management, LLC 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Modera Wealth Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Graham Companies Retirement Savings Plan in PA ($38M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Modera Wealth Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants, $291K 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 273774197.

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.