ESOP · DOL Form 5500 · 2024
Modjeski and Masters Inc. ESOP
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 196
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $166,783
- Avg per participant Above avg balance/head
Official DOL plan name: Modjeski and Masters Inc. Employee Stock Ownership Plan · Sponsored by Modjeski and Masters Inc. · Pennsylvania · Professional & Technical Services
$33M in assets, 196 participants
Modjeski and Masters Inc.'s Modjeski and Masters Inc. Employee Stock Ownership Plan reported $33M in total assets and 196 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #15,902 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Modjeski and Masters Inc. Employee Stock Ownership Plan covers 196 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $33M.
- #15,902
- in Professional & Technical Services (20,173 peers)
- +19.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Modjeski and Masters Inc. Employee Stock Ownership Plan's outsized position by total assets
Modjeski and Masters Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,689,443 Top 21% higher than 79% 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
Modjeski and Masters Inc. Employee Stock Ownership 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. Modjeski and Masters Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (196 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Modjeski and Masters Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Modjeski and Masters Inc. Employee Stock Ownership Plan end-of-year assets rose from $27M in the plan year 2023 filing to $33M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 232638914 · Modjeski and Masters Inc. PY 2024 · ESOP
Modjeski and Masters Inc. Employee Stock Ownership Plan · $33M · 196 · 79th
- VS-ST $33M
- BOY 196
- SCH 79th
- EBSA ESOP
- PART near Taylor Valve Technology, Inc. Employee Stock Ownership Plan
- TYPE ind #15902
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 What is an ESOP? → · Plans in Pennsylvania →
Modjeski and Masters Inc. Employee Stock Ownership Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $6M |
| Employer EIN | 232638914 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Modjeski and Masters Inc.)
Sponsor-wide plan assets over time
All Modjeski and Masters Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $110M 41.91957687691581% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 429 | $77M |
| 2023 | 2 | 425 | $91M |
| 2024 | 2 | 424 | $110M |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
Modjeski and Masters Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Taylor Valve Technology, Inc. Employee Stock Ownership Plan in OK ($33M); by covered participants it is Bankprov Employee Stock Ownership Plan in MA (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (196 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.