Other · DOL Form 5500 · 2022
Masonic Charity Foundation of New Jersey Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 394
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $33,713
- Avg per participant Low balance/head
Official DOL plan name: Masonic Charity Foundation of New Jersey 403(b) Savings Plan · Sponsored by Masonic Charity Foundation of New Jersey · New Jersey · Healthcare & Social Assistance
$13M in assets, 394 participants
Masonic Charity Foundation of New Jersey's Masonic Charity Foundation of New Jersey 403(b) Savings Plan reported $13M in total assets and 394 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #15,079 in Healthcare & Social Assistance (20,060 peers)
Coverage in New Jersey
Masonic Charity Foundation of New Jersey 403(b) Savings Plan covers 394 participants in New Jersey, about 47% of the average New Jersey filer (state average ~844 per filing). Assets: $13M.
- #15,079
- in Healthcare & Social Assistance (20,060 peers)
- -15.5%
- 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 Charity Foundation of New Jersey 403(b) Savings Plan's outsized position by total assets
Masonic Charity Foundation of New Jersey 403(b) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,282,905 Top 30% higher than 70% 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 Charity Foundation of New Jersey 403(b) Savings 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 Charity Foundation of New Jersey 403(b) Savings Plan sits mid-pack in the medium band (394 participants).
Form 5500 schedule snapshot
Filing strip 210634536 · Masonic Charity Foundation of New Jersey PY 2022 · Other
Masonic Charity Foundation of New Jersey 403(b) Savings Plan · $13M · 394 · 70th
- PART $13M
- PART 394
- PART 70th
- PART Other
- PART near Hospice Care of Southwest Michigan 403(b) Retirement Savings Plan
- PART ind #15079
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 New Jersey →
Masonic Charity Foundation of New Jersey 403(b) Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 210634536 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Masonic Charity Foundation of New Jersey)
Sponsor-wide plan assets over time
All Masonic Charity Foundation of New Jersey plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 46.99816778067053% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 481 | $33M |
| 2023 | 2 | 468 | $34M |
| 2024 | 1 | 380 | $17M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.6B · 18,619
- Princeton University Retirement Savings Plan $1.3B · 7,627
- Rwjbarnabas Health 403(b) Savings Plan $1.2B · 29,563
- Educational Testing Service 403(b) Retirement Savings Plan $822M · 3,797
- Atlantic Health System 403(b) Retirement Savings Plan $759M · 19,041
Masonic Charity Foundation of New Jersey 403(b) Savings Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Hospice Care of Southwest Michigan 403(b) Retirement Savings Plan in MI ($13M); by covered participants it is New Horizons Employee Savings Plan in FL (394 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Hospice Care of Southwest Michigan 403(b) Retirement Savings Plan (MI) $13M · 303
- Learning Point Associates Defined Contribution Retirement Plan (VA) $13M · 50
- 403(b) Thrift Plan of Family Services of Northeast Wisconsin, Incorporat (WI) $13M · 270
- Hospice & Palliative Carecenter 403(b) Retirement Plan (NC) $13M · 313
Similar participant headcount
Nearest other-state filings by covered participants (394 participants); asset peers above are excluded.
- New Horizons Employee Savings Plan (FL) 394 · 0 off
- 401(k) Profit Sharing Plan for Employees of Santa Fe South Schools, Inc. (OK) 394 · 0 off
- American Association for the Advancement of Science Defined Contribution Retirement Plan (DC) 394 · 0 off
- St. Camillus Residential Health Care Facilities Tax Sheltered Annuity Plan (NY) 395 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.