401(k) · DOL Form 5500 · 2022
W. B. Mason Co. Inc. 401(k) Plan
Data updated 2026-08-25
- $156M
- Total assets Near avg plan size
- 2,820
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $55,429
- Avg per participant Low balance/head
Official DOL plan name: W. B. Mason Company Retirement 401(k) Plan & Trust · Sponsored by W. B. Mason Co. Inc. · Massachusetts · Retail Trade
$156M in assets, 2,820 participants
W. B. Mason Co. Inc.'s W. B. Mason Company Retirement 401(k) Plan & Trust reported $156M in total assets and 2,820 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #9,244 in Retail Trade (9,519 peers)
Coverage in Massachusetts
W. B. Mason Company Retirement 401(k) Plan & Trust covers 2,820 participants in Massachusetts, 4.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $156M.
- #9,244
- in Retail Trade (9,519 peers)
- -17.8%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
W. B. Mason Company Retirement 401(k) Plan & Trust's outsized position by total assets
W. B. Mason Company Retirement 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$156,310,425 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
W. B. Mason Company Retirement 401(k) Plan & Trust's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W. B. Mason Company Retirement 401(k) Plan & Trust lands in the large band (2,820 participants).
Form 5500 schedule snapshot
Filing strip 042455641 · W. B. Mason Co. Inc. PY 2022 · 401(k)
W. B. Mason Company Retirement 401(k) Plan & Trust · $156M · 2,820 · 95th
- SCH $156M
- SCH 2,820
- SCH 95th
- SCH 401(k)
- SCH near Horiba Instruments Incorporated 401(k) Plan
- SCH ind #9244
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 Retail Trade retirement plans → · Plans in Massachusetts →
W. B. Mason Company Retirement 401(k) Plan & Trust in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $190M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | -$34M |
| Employer EIN | 042455641 |
| Plan Effective Date | 1988-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W. B. Mason Co. Inc.)
Sponsor-wide plan assets over time
All W. B. Mason Co. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $205M 31.09388193397849% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,820 | $156M |
| 2023 | 1 | 2,503 | $184M |
| 2024 | 1 | 2,462 | $205M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
W. B. Mason Company Retirement 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Horiba Instruments Incorporated 401(k) Plan in CA ($156M); by covered participants it is Safran Retirement and Savings Account Plan in TX (2,820 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156M here).
- Horiba Instruments Incorporated 401(k) Plan (CA) $156M · 768
- Bowman and Brooke LLP Retirement Savings Plan (MN) $156M · 440
- Employee Savings Plan of Koppers Inc and Subsidiaries (PA) $156M · 1,020
- Mayer Electric Supply Co Inc Assoc Capital Accumul (TX) $156M · 1,193
Similar participant headcount
Nearest other-state filings by covered participants (2,820 participants); asset peers above are excluded.
- Safran Retirement and Savings Account Plan (TX) 2,820 · 0 off
- Invitae 401(k) Plan (CA) 2,821 · 1 off
- Nfl Player Second Career Savings Plan (MD) 2,819 · 1 off
- City Furniture Profit Sharing Plan (FL) 2,818 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.