401(k) · DOL Form 5500 · 2022

Wisconsin Masonic Home Inc and Affiliated Employers 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
254
Participants Below avg headcount
58th
Percentile by assets National rank
$28,224
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wisconsin Masonic Home, Inc. Retirement Savings Plan · Sponsored by Wisconsin Masonic Home Inc and Affiliated Employers · Wisconsin · Healthcare & Social Assistance

$7M in assets, 254 participants

Wisconsin Masonic Home Inc and Affiliated Employers's Wisconsin Masonic Home, Inc. Retirement Savings Plan reported $7M in total assets and 254 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #12,807 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Wisconsin Masonic Home, Inc. Retirement Savings Plan covers 254 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#12,807
in Healthcare & Social Assistance (20,060 peers)
-14.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wisconsin Masonic Home, Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wisconsin Masonic Home, Inc. Retirement Savings Plan vs every filed plan by assets

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

$7,168,887 Top 42% higher than 58% 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

Wisconsin Masonic Home, Inc. Retirement Savings Plan 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. Wisconsin Masonic Home, Inc. Retirement Savings Plan sits mid-pack in the medium band (254 participants).

Published 5500 schedule card

Filing strip 390813463 · Wisconsin Masonic Home Inc and Affiliated Employers PY 2022 · 401(k)

Wisconsin Masonic Home, Inc. Retirement Savings Plan · $7M · 254 · 58th

  • PCT $7M
  • PCT 254
  • PCT 58th
  • PCT 401(k)
  • PCT near Smith Cairns Ford Inc 401(k) Profit Sharing Plan & Trust
  • PCT ind #12807

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Wisconsin Masonic Home, Inc. Retirement Savings Plan in the asset neighbourhood

Wisconsin Masonic Home, Inc. Retirement Savings PlanWisconsin Masonic Home, Inc.…$7MSmith Cairns Ford Inc 401(k) Profit Sharing Plan & TrustSmith Cairns Ford Inc 401(k)…$7MKayal Medical Group LLC 401(k) Profit Sharing Plan & TrustKayal Medical Group LLC 401(…$7MSparksoft Corporation 401(k) PlanSparksoft Corporation 401(k)…$7MBaltimore Country Club 401(k) PlanBaltimore Country Club 401(k…$7M
End-of-year total assets ($M) among Wisconsin Masonic Home, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN390813463
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wisconsin Masonic Home Inc and Affiliated Employers)

Sponsor-wide plan assets over time

All Wisconsin Masonic Home Inc and Affiliated Employers plans reported in each filing year

Latest sponsor-wide plan assets
$9M 30.11676707974334% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $7.17M $9.33M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 254 $7M
2023 1 278 $8M
2024 1 340 $9M

Nearby 401(k) Plans in Wisconsin

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

Wisconsin Masonic Home, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Wisconsin Masonic Home, Inc. Retirement Savings Plan, Total assets ($B): 0.007168887 · Participants: 254Wisconsin Masonic Home, Inc. Retirement Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Wisconsin Masonic Home, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wisconsin Masonic Home, Inc. Retirement Savings Plan side-by-side with 3 peers →

Wisconsin Masonic Home, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Smith Cairns Ford Inc 401(k) Profit Sharing Plan & Trust in NY ($7M); by covered participants it is Phoenix Processor Retirement Savings Plan in WA (254 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (254 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 Wisconsin Masonic Home, Inc. Retirement Savings Plan assets move in 2022? ▼
Wisconsin Masonic Home, Inc. Retirement Savings Plan pulled back noticeably - down 14.2% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Wisconsin Masonic Home Inc and Affiliated Employers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wisconsin Masonic Home Inc and Affiliated Employers's sponsor-wide assets grew 30.1%, from $7M to $9M.
Which 401(k) plans are similar in size to Wisconsin Masonic Home, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith Cairns Ford Inc 401(k) Profit Sharing Plan & Trust in NY ($7M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Wisconsin Masonic Home, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phoenix Processor Retirement Savings Plan in WA (254 participants, $8M 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 390813463.

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.