401(k) · DOL Form 5500 · 2022

Grand Lodge of F&a Masons of Ca & Related Entities 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
555
Participants Below avg headcount
85th
Percentile by assets National rank
$65,560
Avg per participant Low balance/head
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Official DOL plan name: California Masonic Retirement Plan II · Sponsored by Grand Lodge of F&a Masons of Ca & Related Entities · California · Other Services

$36M in assets, 555 participants

Grand Lodge of F&a Masons of Ca & Related Entities's California Masonic Retirement Plan II reported $36M in total assets and 555 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,806 in Other Services (8,398 peers)

Where California Masonic Retirement Plan II sits by assets

California Masonic Retirement Plan II sits in the top quartile of all filed plans by assets, $36M for 555 participants (~$65,560/participant), down 15.8% in 2022.

#7,806
in Other Services (8,398 peers)
-15.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

California Masonic Retirement Plan II's outsized position by total assets

California Masonic Retirement Plan II vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$36,385,863 Top 15% higher than 85% of 139,123 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 2022

California Masonic Retirement Plan II among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Masonic Retirement Plan II sits mid-pack in the medium band (555 participants).

EBSA filing schedule strip

Filing strip 940487790 · Grand Lodge of F&a Masons of Ca & Related Entities PY 2022 · 401(k)

California Masonic Retirement Plan II · $36M · 555 · 85th

  • VS-ST $36M
  • VS-ST 555
  • VS-ST 85th
  • VS-ST 401(k)
  • VS-ST near Origami Risk 401(k) Savings & Investment Plan
  • VS-ST ind #7806

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 Other Services retirement plans → · Plans in California →

California Masonic Retirement Plan II in the asset neighbourhood

Florida Fruit & Vegetable Association Employee Retirement PlanFlorida Fruit & Vegetable As…$36MCalifornia Masonic Retirement Plan IICalifornia Masonic Retiremen…$36MArctic Glacier U. S. a. , Inc. Savings and Retirement PlanArctic Glacier U. S. a. , In…$36MOrigami Risk 401(k) Savings & Investment PlanOrigami Risk 401(k) Savings …$36MJonah Energy 401(k) Plan$36M
End-of-year total assets ($M) among California Masonic Retirement Plan II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$36M
Net Income-$7M
Employer EIN940487790
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grand Lodge of F&a Masons of Ca & Related Entities)

Sponsor-wide plan assets over time

All Grand Lodge of F&a Masons of Ca & Related Entities plans reported in each filing year

Latest sponsor-wide plan assets
$49M 34.813658260627214% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.4M $49.1M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 555 $36M
2023 1 566 $45M
2024 1 611 $49M

Nearby 401(k) Plans in California

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

California Masonic Retirement Plan II vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Masonic Retirement Plan II, Total assets ($B): 0.036385863 · Participants: 555California Masonic Retirement Plan IIWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
California Masonic Retirement Plan II vs. nearby 401(k) plans in California, assets vs. participants
Compare California Masonic Retirement Plan II side-by-side with 3 peers →

California Masonic Retirement Plan II's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Origami Risk 401(k) Savings & Investment Plan in IL ($36M); by covered participants it is Club Exploria, LLC 401(k) Plan in FL (555 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (555 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did California Masonic Retirement Plan II assets move in 2022? ▼
California Masonic Retirement Plan II declined sharply - down 15.8% during 2022, from $43M to $36M. Reported net income was -$7M.
How have Grand Lodge of F&a Masons of Ca & Related Entities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grand Lodge of F&a Masons of Ca & Related Entities's sponsor-wide assets grew 34.8%, from $36M to $49M.
Where does California Masonic Retirement Plan II rank by assets among Form 5500 filers? ▼
California Masonic Retirement Plan II ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to California Masonic Retirement Plan II? ▼
Among 401(k) plans in other states, the closest by assets is Origami Risk 401(k) Savings & Investment Plan in IL ($36M, 479 participants).
Which 401(k) plans cover a similar participant headcount to California Masonic Retirement Plan II? ▼
Among 401(k) plans in other states, the closest by covered participants is Club Exploria, LLC 401(k) Plan in FL (555 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940487790.

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.