401(k) · DOL Form 5500 · 2022

W. B. Mason Co. Inc. 401(k) Plan

Data updated 2026-08-11

$156M
Total assets
2,820
Participants
95th
Percentile by assets
$55,429
Avg per participant
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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.

  • 95th percentile by assets (of 139,126 plans)
  • #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.

$156M
total plan assets (2022 EOY)
2,820
covered participants
95th
percentile by assets (of 139,126 plans)
$55,429
avg assets per participant

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.

Where W. B. Mason Company Retirement 401(k) Plan & Trust sits 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

This plan $0 $2,010,000,000 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

State
Massachusetts
Industry
Retail Trade

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. W. B. Mason Company Retirement 401(k) Plan & Trust reports 2,820 participants - 4.3x that state average ($156M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$190M
Net Assets (End of Year)$156M
Net Income-$34M
Employer EIN042455641
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W. B. Mason Co. Inc.)

$140M$160M$180M$200M$220M 202220232024 $156M $205M ▲ +31.1%
Total plan assets by year, all W. B. Mason Co. Inc. plans on file
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.

W. B. Mason Company Retirement 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -100102030 Total assets ($B) Participants W. B. Mason Company …, Total assets ($B): 0.156310425 · Participants: 2820W. B. Mason Company …Fidelity Retirement …, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Instit…Philips North Americ…, Total assets ($B): 5.180251859 · Participants: 19750Philips North Americ…Boston Scientific Co…, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Co…
W. B. Mason Company Retirement 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare W. B. Mason Company Retirement 401(k) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to W. B. Mason Company Retirement 401(k) Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did W. B. Mason Company Retirement 401(k) Plan & Trust assets move in 2022? ▼
W. B. Mason Company Retirement 401(k) Plan & Trust declined sharply - down 17.8% during 2022, from $190M to $156M. Reported net income was -$34M.
How have W. B. Mason Co. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W. B. Mason Co. Inc.'s sponsor-wide assets grew 31.1%, from $156M to $205M.
Where does W. B. Mason Company Retirement 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
W. B. Mason Company Retirement 401(k) Plan & Trust ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to W. B. Mason Company Retirement 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Horiba Instruments Incorporated 401(k) Plan in CA ($156M, 768 participants).

Next read for W. B. Mason Company Retirement 401(k) Pl…

Filing takeaways

Ways to act on W. B. Mason Company Retirement 401(k) Plan & Trust's numbers.

  • By total assets, W. B. Mason Company Retirement 401(k) Plan & Trust ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
  • W. B. Mason Co. Inc.'s sponsor-wide assets have grown 31.1% since 2022 across 3 plan years on file. More Retail Trade plans

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 042455641.

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.