Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Mason Tenders District Council Annuity Fund Profit Sharing Plan

Data updated 2026-08-11

$837M
Total assets
11,072
Participants
99th
Percentile by assets
$75,590
Avg per participant
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Official DOL plan name: Mason Tenders District Council Annuity Fund · Sponsored by Board of Trustees Mason Tenders District Council Annuity Fund · New York · Construction

$837M in assets, 11,072 participants

Board of Trustees Mason Tenders District Council Annuity Fund's Mason Tenders District Council Annuity Fund reported $837M in total assets and 11,072 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 139,126 plans)
  • #9,796 in Construction (9,927 peers)

Coverage in New York

Mason Tenders District Council Annuity Fund covers 11,072 participants in New York, 14x the typical New York plan (state average ~798 per filing). Assets: $837M.

$837M
total plan assets (2022 EOY)
11,072
covered participants
99th
percentile by assets (of 139,126 plans)
$75,590
avg assets per participant

The plan reported a net loss of $96M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Mason Tenders District Council Annuity Fund reports 11,072 participants - 14x that state average ($837M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$936M
Net Assets (End of Year)$828M
Net Income-$96M
Employer EIN136358540
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Mason Tenders District Council Annuity Fund)

$800M$850M$900M$950M$1,000M 202220232024 $837M $944M ▲ +12.8%
Total plan assets by year, all Board of Trustees Mason Tenders District Council Annuity Fund plans on file
Year Plans Participants Total Assets
2022 1 11,072 $837M
2023 1 11,237 $913M
2024 1 11,824 $944M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mason Tenders District Council Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants

Mason Tenders District Council Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 0.511.522.5 Total assets ($B) Participants Mason Tenders Distri…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…I.U.O.E. Local 14-14…
Mason Tenders District Council Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants

Scale composition for Mason Tenders District Council Annuity Fund

Mason Tenders District Council Annuity Fund reports $837M in end-of-year assets across 11,072 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $75,590 per participant (55% of the national average assets-per-participant) . Net income for plan year 2022 was -$96M.

This plan identity (EIN 136358540, plan #076) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $837M to $944M (+12.8%) while covered participants moved from 11,072 to 11,824 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,072 $837M This page
2023 11,237 $913M Open filing
2024 · index core 11,824 $944M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Mason Tenders District Council Annuity Fund by total assets, not by location.

Frequently Asked Questions

How did Mason Tenders District Council Annuity Fund assets move in 2022?
Mason Tenders District Council Annuity Fund pulled back noticeably - down 10.6% during 2022, from $936M to $837M. Reported net income was -$96M.
How have Board of Trustees Mason Tenders District Council Annuity Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Mason Tenders District Council Annuity Fund's sponsor-wide assets grew 12.8%, from $837M to $944M.
Where does Mason Tenders District Council Annuity Fund rank by assets among Form 5500 filers?
Mason Tenders District Council Annuity Fund ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Mason Tenders District Council Annuity Fund?
Among Profit Sharing plans in other states, the closest by assets is Allina 403(b) Retirement Savings Plan in MN ($847M, 10,170 participants).

Next read for Mason Tenders District Council Annuity F…

Filing takeaways

Ways to act on Mason Tenders District Council Annuity Fund's numbers.

  • By total assets, Mason Tenders District Council Annuity Fund ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
  • Board of Trustees Mason Tenders District Council Annuity Fund's sponsor-wide assets have grown 12.8% since 2022 across 3 plan years on file. More Construction plans