401(k) · DOL Form 5500 · 2022

Minnesota Masonic Charities 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
454
Participants Below avg headcount
81st
Percentile by assets National rank
$56,393
Avg per participant Low balance/head
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Official DOL plan name: Minnesota Masonic Charities 401(k) Plan · Sponsored by Minnesota Masonic Charities · Minnesota · Healthcare & Social Assistance

$26M in assets, 454 participants

Minnesota Masonic Charities's Minnesota Masonic Charities 401(k) Plan reported $26M in total assets and 454 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,787 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Minnesota Masonic Charities 401(k) Plan covers 454 participants in Minnesota, about 40% of the average Minnesota filer (state average ~1,126 per filing). Assets: $26M.

#16,787
in Healthcare & Social Assistance (20,060 peers)
-18.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Minnesota Masonic Charities 401(k) Plan's outsized position by total assets

Minnesota Masonic Charities 401(k) Plan vs every filed plan by assets

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

$25,602,454 Top 19% higher than 81% 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

Minnesota Masonic Charities 401(k) 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. Minnesota Masonic Charities 401(k) Plan sits mid-pack in the medium band (454 participants).

Published 5500 schedule card

Filing strip 411495325 · Minnesota Masonic Charities PY 2022 · 401(k)

Minnesota Masonic Charities 401(k) Plan · $26M · 454 · 81st

  • IND $26M
  • EOY 454
  • 5500 81st
  • ASSETS 401(k)
  • PCT near Asure Software, Inc. 401(k) Retirement Plan
  • EIN ind #16787

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 Minnesota →

Minnesota Masonic Charities 401(k) Plan in the asset neighbourhood

Southern Management Corporation 401(k) Retirement PlanSouthern Management Corporat…$26MPremier Packaging, LLC 401(k) PlanPremier Packaging, LLC 401(k…$26MMinnesota Masonic Charities 401(k) PlanMinnesota Masonic Charities …$26MAsure Software, Inc. 401(k) Retirement PlanAsure Software, Inc. 401(k) …$26MCalifornia Hydronics Corporation Profit SharingCalifornia Hydronics Corpora…$26M
End-of-year total assets ($M) among Minnesota Masonic Charities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$26M
Net Income-$6M
Employer EIN411495325
Plan Effective Date1999-03-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Minnesota Masonic Charities)

Sponsor-wide plan assets over time

All Minnesota Masonic Charities plans reported in each filing year

Latest sponsor-wide plan assets
$33M 28.98786186667887% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.6M $33M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 454 $26M
2023 1 424 $30M
2024 1 425 $33M

Nearby 401(k) Plans in Minnesota

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

Minnesota Masonic Charities 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Minnesota Masonic Charities 401(k) Plan, Total assets ($B): 0.025602454 · Participants: 454Minnesota Masonic Charities 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Minnesota Masonic Charities 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Minnesota Masonic Charities 401(k) Plan side-by-side with 3 peers →

Minnesota Masonic Charities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Asure Software, Inc. 401(k) Retirement Plan in TX ($26M); by covered participants it is Shoney's of Knoxville, Inc. Employee Stock Ownership Plan in TN (454 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (454 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 Minnesota Masonic Charities 401(k) Plan assets move in 2022? ▼
Minnesota Masonic Charities 401(k) Plan declined sharply - down 18.0% during 2022, from $31M to $26M. Reported net income was -$6M.
How have Minnesota Masonic Charities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Minnesota Masonic Charities's sponsor-wide assets grew 29.0%, from $26M to $33M.
Where does Minnesota Masonic Charities 401(k) Plan rank by assets among Form 5500 filers? ▼
Minnesota Masonic Charities 401(k) Plan ranks in the 81st 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 Minnesota Masonic Charities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Asure Software, Inc. 401(k) Retirement Plan in TX ($26M, 502 participants).
Which 401(k) plans cover a similar participant headcount to Minnesota Masonic Charities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shoney's of Knoxville, Inc. Employee Stock Ownership Plan in TN (454 participants, $6M 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 411495325.

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.