Other · DOL Form 5500 · 2022

Masonic Villages of the Grand Lodge of Pennsylvania Retirement Plan

Data updated 2026-08-25

$132M
Total assets Near avg plan size
2,216
Participants Above avg headcount
94th
Percentile by assets National rank
$59,637
Avg per participant Low balance/head
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Official DOL plan name: Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan · Sponsored by Masonic Villages of the Grand Lodge of Pennsylvania · Pennsylvania · Administrative & Support Services

$132M in assets, 2,216 participants

Masonic Villages of the Grand Lodge of Pennsylvania's Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan reported $132M in total assets and 2,216 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #4,791 in Administrative & Support Services (4,927 peers)

Coverage in Pennsylvania

Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan covers 2,216 participants in Pennsylvania, 2.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $132M.

#4,791
in Administrative & Support Services (4,927 peers)
-14.0%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan's outsized position by total assets

Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan vs every filed plan by assets

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

$132,154,714 Top 6% higher than 94% 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

Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan'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. Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan lands in the large band (2,216 participants).

Form 5500 schedule snapshot

Filing strip 230846955 · Masonic Villages of the Grand Lodge of Pennsylvania PY 2022 · Other

Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan · $132M · 2,216 · 94th

  • PART $132M
  • PART 2,216
  • PART 94th
  • PART Other
  • PART near Environmental Defense Retirement Savings Plan
  • PART ind #4791

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 Administrative & Support Services retirement plans → · Plans in Pennsylvania →

Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan in the asset neighbourhood

Ingalls Health System Smart Money Retirement PlanIngalls Health System Smart …$133MEnvironmental Defense Retirement Savings PlanEnvironmental Defense Retire…$133MMasonic Villages of the Grand Lodge of Pennsylvania 403(b) PlanMasonic Villages of the Gran…$132MKuakini Health System 403(b) Matching Tax-Sheltered Annuity PlanKuakini Health System 403(b)…$132MThe Navigators Basic Retirement PlanThe Navigators Basic Retirem…$131M
End-of-year total assets ($M) among Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$132M
Net Income-$21M
Employer EIN230846955
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Masonic Villages of the Grand Lodge of Pennsylvania)

Sponsor-wide plan assets over time

All Masonic Villages of the Grand Lodge of Pennsylvania plans reported in each filing year

Latest sponsor-wide plan assets
$165M 24.84867244311845% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $132M $165M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 2,216 $132M
2023 1 2,136 $152M
2024 1 2,272 $165M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan, Total assets ($B): 0.132154714 · Participants: 2216Masonic Villages of the Grand Lodge of Pennsylvania 403(b) PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Environmental Defense Retirement Savings Plan in NY ($133M); by covered participants it is The Kendal Corporation 403(b) Plan in DE (2,213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,216 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 Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan assets move in 2022?
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan pulled back noticeably - down 14.0% during 2022, from $154M to $132M. Reported net income was -$21M.
How have Masonic Villages of the Grand Lodge of Pennsylvania plan assets changed over time?
Across 3 plan years on file (2022-2024), Masonic Villages of the Grand Lodge of Pennsylvania's sponsor-wide assets grew 24.8%, from $132M to $165M.
Where does Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan rank by assets among Form 5500 filers?
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan?
Among Other plans in other states, the closest by assets is Environmental Defense Retirement Savings Plan in NY ($133M, 636 participants).
Which Other plans cover a similar participant headcount to Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan?
Among Other plans in other states, the closest by covered participants is The Kendal Corporation 403(b) Plan in DE (2,213 participants, $51M in assets).