401(k) · DOL Form 5500 · 2024

Moda Partners, Inc. 401(k) Plan

Data updated 2026-08-11

$209M
Total assets
1,389
Participants
94th
Percentile by assets
$150,498
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Moda Partners, Inc. Employee Retirement Plan · Sponsored by Moda Partners, Inc. · Oregon · Finance & Insurance

$209M in assets, 1,389 participants

Moda Partners, Inc.'s Moda Partners, Inc. Employee Retirement Plan reported $209M in total assets and 1,389 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 123,622 plans)
  • #7,788 in Finance & Insurance (8,549 peers)

Coverage in Oregon

Moda Partners, Inc. Employee Retirement Plan covers 1,389 participants in Oregon, 3.1x the typical Oregon plan (state average ~443 per filing). Assets: $209M.

$209M
total plan assets (2024 EOY)
1,389
covered participants
94th
percentile by assets (of 123,622 plans)
$150,498
avg assets per participant

Where Moda Partners, Inc. Employee Retirement Plan sits by total assets

Moda Partners, Inc. Employee Retirement Plan vs every filed plan by assets

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

$209,041,643 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Moda Partners, Inc. Employee Retirement Plan reported net income fell from $33M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Moda Partners, Inc. Employee Retirement Plan end-of-year assets rose from $188M in the plan year 2023 filing to $209M in the plan year 2024 filing.
  • Moda Partners, Inc. Employee Retirement Plan reported participants rose from 1,294 in the plan year 2023 filing to 1,389 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Oregon
Industry
Finance & Insurance

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Moda Partners, Inc. Employee Retirement Plan reports 1,389 participants - 3.1x that state average ($209M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)$188M
Net Assets (End of Year)$209M
Net Income$21M
Employer EIN931083363
Plan Effective Date1977-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Moda Partners, Inc.)

$140M$160M$180M$200M$220M 202220232024 $155M $209M ▲ +34.8%
Total plan assets by year, all Moda Partners, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,235 $155M
2023 1 1,294 $188M
2024 1 1,389 $209M

Nearby 401(k) Plans in Oregon

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

Moda Partners, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Moda Partners, Inc. …, Total assets ($B): 0.209041643 · Participants: 1389Moda Partners, Inc. …401(k) Savings and P…, Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and P…Daimler Truck North …, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North …Precision Castparts …, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts …Xpo Logistics Retire…, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retire…Pacificorp K Plus Em…, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Em…
Moda Partners, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Moda Partners, Inc. Employee Retirement … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Moda Partners, Inc. Employee Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Moda Partners, Inc. Employee Retirement Plan assets move in 2024? ▼
Moda Partners, Inc. Employee Retirement Plan grew at a solid clip - up 11.4% during 2024, from $188M to $209M. Reported net income was $21M.
How have Moda Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moda Partners, Inc.'s sponsor-wide assets grew 34.8%, from $155M to $209M.
Where does Moda Partners, Inc. Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Moda Partners, Inc. Employee Retirement Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Moda Partners, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan in OH ($209M, 215 participants).

Next read for Moda Partners, Inc. Employee Retirement …

Filing takeaways

Ways to act on Moda Partners, Inc. Employee Retirement Plan's numbers.

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 931083363.

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.