401(k) · DOL Form 5500 · 2024

Modern Group Ltd. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
252
Participants Below avg headcount
82nd
Percentile by assets National rank
$160,727
Avg per participant Above avg balance/head
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Official DOL plan name: Modern Group Ltd. Employee Savings Plan · Sponsored by Modern Group Ltd. · Pennsylvania · Wholesale Trade

$41M in assets, 252 participants

Modern Group Ltd.'s Modern Group Ltd. Employee Savings Plan reported $41M in total assets and 252 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,967 in Wholesale Trade (6,080 peers)

Coverage in Pennsylvania

Modern Group Ltd. Employee Savings Plan covers 252 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $41M.

#4,967
in Wholesale Trade (6,080 peers)
-0.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $314K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Modern Group Ltd. Employee Savings Plan's outsized position by total assets

Modern Group Ltd. Employee Savings Plan vs every filed plan by assets

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

$40,503,205 Top 18% higher than 82% 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

Modern Group Ltd. Employee Savings 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 Group Ltd. Employee Savings Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Modern Group Ltd. Employee Savings Plan reported net income fell from $7M in the plan year 2023 filing to -$314K in the plan year 2024 filing.
  • Modern Group Ltd. Employee Savings Plan reported participants rose from 245 in the plan year 2023 filing to 252 in the plan year 2024 filing.
  • Modern Group Ltd. Employee Savings Plan end-of-year assets fell from $41M in the plan year 2023 filing to $41M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232116893 · Modern Group Ltd. PY 2024 · 401(k)

Modern Group Ltd. Employee Savings Plan · $41M · 252 · 82nd

  • PCT $41M
  • EIN 252
  • RANK 82nd
  • PHOTO 401(k)
  • IND near Raftelis Financial Consultants, Inc. 401(k) Plan
  • EOY ind #4967

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Modern Group Ltd. Employee Savings Plan in the asset neighbourhood

The Related Group 401(k) Savings PlanThe Related Group 401(k) Sav…$41MRyan Herco Flow Solutions 401(k) PlanRyan Herco Flow Solutions 40…$41MModern Group Ltd. Employee Savings PlanModern Group Ltd. Employee S…$41MRaftelis Financial Consultants, Inc. 401(k) PlanRaftelis Financial Consultan…$41M403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc.403(b) Thrift Plan for Emplo…$40M
End-of-year total assets ($M) among Modern Group Ltd. Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$41M
Net Income-$314K
Employer EIN232116893
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Modern Group Ltd.)

Sponsor-wide plan assets over time

All Modern Group Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 14.23497051324572% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $47.2M $40.5M ▼ -14.2%
Year Plans Participants Total Assets
2022 2 472 $47M
2023 2 482 $55M
2024 1 252 $41M

Nearby 401(k) Plans in Pennsylvania

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

Modern Group Ltd. Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Modern Group Ltd. Employee Savings Plan, Total assets ($B): 0.040503205 · Participants: 252Modern Group Ltd. Employee Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Modern Group Ltd. Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Modern Group Ltd. Employee Savings Plan side-by-side with 3 peers →

Modern Group Ltd. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Raftelis Financial Consultants, Inc. 401(k) Plan in NC ($41M); by covered participants it is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Modern Group Ltd. Employee Savings Plan assets move in 2024? ▼
Modern Group Ltd. Employee Savings Plan held essentially flat - down 0.8% during 2024, from $41M to $41M. Reported net income was -$314K.
How have Modern Group Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Modern Group Ltd.'s sponsor-wide assets declined 14.2%, from $47M to $41M.
Where does Modern Group Ltd. Employee Savings Plan rank by assets among Form 5500 filers? ▼
Modern Group Ltd. Employee Savings Plan ranks in the 82nd 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 Modern Group Ltd. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Raftelis Financial Consultants, Inc. 401(k) Plan in NC ($41M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Modern Group Ltd. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gilcrest-Jewett Lumber Company Profit Sharing Plan in IA (252 participants, N/A 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 232116893.

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.