401(k) · DOL Form 5500 · 2024

Moda Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$209M
Total assets Near avg plan size
1,389
Participants Near avg headcount
94th
Percentile by assets National rank
$150,498
Avg per participant Above avg balance/head
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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.

  • #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.

#7,788
in Finance & Insurance (8,549 peers)
+11.4%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Moda Partners, Inc. Employee Retirement Plan's outsized position 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 $2,050,000,000 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

Moda Partners, Inc. Employee Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moda Partners, Inc. Employee Retirement Plan lands in the large band (1,389 participants).

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 →

DOL schedule card

Filing strip 931083363 · Moda Partners, Inc. PY 2024 · 401(k)

Moda Partners, Inc. Employee Retirement Plan · $209M · 1,389 · 94th

  • EBSA $209M
  • PART 1,389
  • TYPE 94th
  • NET 401(k)
  • BOOK near Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan
  • VS-ST ind #7788

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 Oregon →

Moda Partners, Inc. Employee Retirement Plan in the asset neighbourhood

Harris Associates L.P. Profit Sharing and Savings PlanHarris Associates L.P. Profi…$209MEntrust Solutions Group Retirement Savings PlanEntrust Solutions Group Reti…$209MCalfee, Halter & Griswold LLP Profit Sharing Trust and PlanCalfee, Halter & Griswold LL…$209MModa Partners, Inc. Employee Retirement PlanModa Partners, Inc. Employee…$209MUchealth 403(b) Plan$209M
End-of-year total assets ($M) among Moda Partners, Inc. Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Moda Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$209M 34.780913715470454% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $155M $209M ▲ +34.8%
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 ($B) Participants Moda Partners, Inc. Employee Retirement Plan, Total assets ($B): 0.209041643 · Participants: 1389Moda Partners, Inc. Employee Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Moda Partners, Inc. Employee Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Moda Partners, Inc. Employee Retirement Plan side-by-side with 3 peers →

Moda Partners, Inc. Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan in OH ($209M); by covered participants it is Cook's Pest Control, Inc. Employee Capital Accumulation Plan in AL (1,389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,389 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 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).
Which 401(k) plans cover a similar participant headcount to Moda Partners, Inc. Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cook's Pest Control, Inc. Employee Capital Accumulation Plan in AL (1,389 participants, $78M 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 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.