Other · DOL Form 5500 · 2022
Masonic Homes of Kentucky, Inc Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 1,399
- Participants Near avg headcount
- 64th
- Percentile by assets National rank
- $6,858
- Avg per participant Low balance/head
Official DOL plan name: Masonic Homes of Kentucky, Inc. Retirement Savings Plan · Sponsored by Masonic Homes of Kentucky, Inc · Kentucky · Healthcare & Social Assistance
$10M in assets, 1,399 participants
Masonic Homes of Kentucky, Inc's Masonic Homes of Kentucky, Inc. Retirement Savings Plan reported $10M in total assets and 1,399 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #13,948 in Healthcare & Social Assistance (20,060 peers)
Coverage in Kentucky
Masonic Homes of Kentucky, Inc. Retirement Savings Plan covers 1,399 participants in Kentucky, 2.2x the typical Kentucky plan (state average ~647 per filing). Assets: $10M.
- #13,948
- in Healthcare & Social Assistance (20,060 peers)
- -15.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Masonic Homes of Kentucky, Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Masonic Homes of Kentucky, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,594,919 Top 36% higher than 64% 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
Masonic Homes of Kentucky, Inc. Retirement Savings 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 Homes of Kentucky, Inc. Retirement Savings Plan lands in the large band (1,399 participants).
Plan-year Form 5500 strip
Filing strip 610458374 · Masonic Homes of Kentucky, Inc PY 2022 · Other
Masonic Homes of Kentucky, Inc. Retirement Savings Plan · $10M · 1,399 · 64th
- NET $10M
- NET 1,399
- NET 64th
- NET Other
- NET near Amego, Inc. 403(b) Plan
- NET ind #13948
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 Kentucky →
Masonic Homes of Kentucky, Inc. Retirement Savings Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 610458374 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Masonic Homes of Kentucky, Inc)
Sponsor-wide plan assets over time
All Masonic Homes of Kentucky, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 10.72955383990214% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,399 | $10M |
| 2023 | 1 | 606 | $11M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.5B · 17,896
- Baptist Health Thrift Plan $1.1B · 21,780
- Electrical Workers Local 369 Retirement Fund $418M · 3,424
- King's Daughters' Medical Center Matching Contribution Plan $180M · 4,594
- Emh Retirement Savings Plan $156M · 1,630
Masonic Homes of Kentucky, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Amego, Inc. 403(b) Plan in MA ($10M); by covered participants it is Xavier University Defined Contribution Retirement Plan in OH (1,399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Amego, Inc. 403(b) Plan (MA) $10M · 663
- Suncoast Center, Inc. 403(b) Plan (FL) $10M · 244
- Comhar 403(b) Retirement Savings Plan (PA) $10M · 405
- Jacksonville Country Day School, Inc. 403(b) Plan (FL) $10M · 78
Similar participant headcount
Nearest other-state filings by covered participants (1,399 participants); asset peers above are excluded.
- Xavier University Defined Contribution Retirement Plan (OH) 1,399 · 0 off
- Mount Holyoke College Defined Contribution Retirement Plan (MA) 1,399 · 0 off
- Johns Hopkins Home Care Group 403(b) Plan (MD) 1,399 · 0 off
- Easter Seals New Hampshire Section 403(b) Plan (NH) 1,400 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.