Other · DOL Form 5500 · 2022

Masonic Home of Virginia Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
159
Participants Small participant base
56th
Percentile by assets National rank
$41,250
Avg per participant Low balance/head
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Official DOL plan name: Masonic Home of Virginia Employee Benefits Plan · Sponsored by Masonic Home of Virginia · Virginia · Healthcare & Social Assistance

$7M in assets, 159 participants

Masonic Home of Virginia's Masonic Home of Virginia Employee Benefits Plan reported $7M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,462 in Healthcare & Social Assistance (20,060 peers)

Coverage in Virginia

Masonic Home of Virginia Employee Benefits Plan covers 159 participants in Virginia, about 20% of the average Virginia filer (state average ~782 per filing). Assets: $7M.

#12,462
in Healthcare & Social Assistance (20,060 peers)
-18.2%
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.

Masonic Home of Virginia Employee Benefits Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Masonic Home of Virginia Employee Benefits Plan vs every filed plan by assets

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

$6,558,706 Top 44% higher than 56% 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 Home of Virginia Employee Benefits 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. Masonic Home of Virginia Employee Benefits Plan sits mid-pack in the medium band (159 participants).

DOL schedule card

Filing strip 540541802 · Masonic Home of Virginia PY 2022 · Other

Masonic Home of Virginia Employee Benefits Plan · $7M · 159 · 56th

  • BOY $7M
  • SCH 159
  • EBSA 56th
  • PART Other
  • TYPE near Depaul Group, Inc. 403(b) Plan
  • NET ind #12462

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 Virginia →

Masonic Home of Virginia Employee Benefits Plan in the asset neighbourhood

403(b) Thrift Plan of the Community Action Organization of Western New York, Inc.403(b) Thrift Plan of the Co…$7MMasonic Home of Virginia Employee Benefits PlanMasonic Home of Virginia Emp…$7MDepaul Group, Inc. 403(b) PlanDepaul Group, Inc. 403(b) Pl…$7MCincinnati Hamilton County Community Action Agency 403(b) Tax Deferred PlanCincinnati Hamilton County C…$7MCalifornia State University Dominguez Hills Foundation 403(b) DC PlanCalifornia State University …$7M
End-of-year total assets ($M) among Masonic Home of Virginia Employee Benefits Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN540541802
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Masonic Home of Virginia)

Sponsor-wide plan assets over time

All Masonic Home of Virginia plans reported in each filing year

Latest sponsor-wide plan assets
$8M 21.599916202982723% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.56M $7.98M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 159 $7M
2023 1 174 $7M
2024 1 156 $8M

Nearby Other Plans in Virginia

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

Masonic Home of Virginia Employee Benefits Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Masonic Home of Virginia Employee Benefits Plan, Total assets ($B): 0.006558706 · Participants: 159Masonic Home of Virginia Employee Benefits PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
Masonic Home of Virginia Employee Benefits Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Masonic Home of Virginia Employee Benefits Plan side-by-side with 3 peers →

Masonic Home of Virginia Employee Benefits Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Depaul Group, Inc. 403(b) Plan in NY ($7M); by covered participants it is North, Inc. Employee Savings Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Home of Virginia Employee Benefits Plan assets move in 2022? ▼
Masonic Home of Virginia Employee Benefits Plan declined sharply - down 18.2% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Masonic Home of Virginia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Masonic Home of Virginia's sponsor-wide assets grew 21.6%, from $7M to $8M.
Which Other plans are similar in size to Masonic Home of Virginia Employee Benefits Plan? ▼
Among Other plans in other states, the closest by assets is Depaul Group, Inc. 403(b) Plan in NY ($7M, 917 participants).
Which Other plans cover a similar participant headcount to Masonic Home of Virginia Employee Benefits Plan? ▼
Among Other plans in other states, the closest by covered participants is North, Inc. Employee Savings Plan in PA (159 participants, $2M 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 540541802.

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.