Other · DOL Form 5500 · 2022
Eastern Star Masonic Home Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 221
- Participants Below avg headcount
- 27th
- Percentile by assets National rank
- $5,395
- Avg per participant Low balance/head
Official DOL plan name: Eastern Star Masonic Home Tax Deferred Annuity Plan · Sponsored by Eastern Star Masonic Home · Iowa · Finance & Insurance
$1M in assets, 221 participants
Eastern Star Masonic Home's Eastern Star Masonic Home Tax Deferred Annuity Plan reported $1M in total assets and 221 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #1,660 in Finance & Insurance (9,261 peers)
Coverage in Iowa
Eastern Star Masonic Home Tax Deferred Annuity Plan covers 221 participants in Iowa, about 36% of the average Iowa filer (state average ~609 per filing). Assets: $1M.
- #1,660
- in Finance & Insurance (9,261 peers)
- -45.9%
- 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.
Eastern Star Masonic Home Tax Deferred Annuity Plan among the smaller filed plans by assets
Eastern Star Masonic Home Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,192,365 27th percentile higher than 27% 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
Eastern Star Masonic Home Tax Deferred Annuity 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. Eastern Star Masonic Home Tax Deferred Annuity Plan sits mid-pack in the medium band (221 participants).
EBSA filing schedule strip
Filing strip 420680363 · Eastern Star Masonic Home PY 2022 · Other
Eastern Star Masonic Home Tax Deferred Annuity Plan · $1M · 221 · 27th
- NET $1M
- BOOK 221
- VS-ST 27th
- BOY Other
- SCH near Mount Vernon Neighborhood Health Center, Inc. 403(b) Plan
- EBSA ind #1660
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 Finance & Insurance retirement plans → · Plans in Iowa →
Eastern Star Masonic Home Tax Deferred Annuity Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$1M |
| Employer EIN | 420680363 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $496M · 2,131
- Act, Inc. Defined Contribution Retirement Plan $388M · 1,012
- Grinnell College Employees Retirement Savings Plan $315M · 758
- Genesis Health System Retirement Savings Plan $297M · 4,454
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $249M · 1,182
Eastern Star Masonic Home Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Mount Vernon Neighborhood Health Center, Inc. 403(b) Plan in NY ($1M); by covered participants it is Brownsville Community Health Center Pension Plan in TX (221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (221 participants); asset peers above are excluded.
- Brownsville Community Health Center Pension Plan (TX) 221 · 0 off
- Shares, Inc. 403b Plan (IN) 221 · 0 off
- Morristown-Beard School Defined Contribution Retirement Plan (NJ) 221 · 0 off
- Careersource Central Florida 403(b) Plan (FL) 221 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.