401(k) · DOL Form 5500 · 2022

The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
208
Participants Below avg headcount
51st
Percentile by assets National rank
$24,758
Avg per participant Low balance/head
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Official DOL plan name: North Carolina Masonic Group Retirement Plan · Sponsored by The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina · North Carolina · Other Services

$5M in assets, 208 participants

The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina's North Carolina Masonic Group Retirement Plan reported $5M in total assets and 208 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,886 in Other Services (8,398 peers)

Coverage in North Carolina

North Carolina Masonic Group Retirement Plan covers 208 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#5,886
in Other Services (8,398 peers)
-12.9%
assets change YoY

The plan reported a net loss of $760K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

North Carolina Masonic Group Retirement Plan's mid-pack asset rank among Other Services and all filers

North Carolina Masonic Group Retirement Plan vs every filed plan by assets

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

$5,149,760 Top 49% higher than 51% 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

North Carolina Masonic Group Retirement 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. North Carolina Masonic Group Retirement Plan sits mid-pack in the medium band (208 participants).

DOL schedule card

Filing strip 560228750 · The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina PY 2022 · 401(k)

North Carolina Masonic Group Retirement Plan · $5M · 208 · 51st

  • ASSETS $5M
  • ASSETS 208
  • ASSETS 51st
  • ASSETS 401(k)
  • ASSETS near Westby Cooperative Creamery 401(k) Profit Sharing Plan
  • ASSETS ind #5886

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 Other Services retirement plans → · Plans in North Carolina →

North Carolina Masonic Group Retirement Plan in the asset neighbourhood

North Carolina Masonic Group Retirement PlanNorth Carolina Masonic Group…$5MWestby Cooperative Creamery 401(k) Profit Sharing PlanWestby Cooperative Creamery …$5MSinopec Tech Houston LLC 401(k) Profit Sharing Plan & TrustSinopec Tech Houston LLC 401…$5MRandall Family Companies 401(k) Profit Sharing PlanRandall Family Companies 401…$5MFlywire Retirement Plan$5M
End-of-year total assets ($M) among North Carolina Masonic Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$760K
Employer EIN560228750
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina)

Sponsor-wide plan assets over time

All The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina plans reported in each filing year

Latest sponsor-wide plan assets
$6M 22.43755048778972% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.15M $6.31M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 208 $5M
2023 1 242 $6M
2024 1 237 $6M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

North Carolina Masonic Group Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants North Carolina Masonic Group Retirement Plan, Total assets ($B): 0.00514976 · Participants: 208North Carolina Masonic Group Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
North Carolina Masonic Group Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

North Carolina Masonic Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Westby Cooperative Creamery 401(k) Profit Sharing Plan in WI ($5M); by covered participants it is Markforged, Inc Retirement Plan in MA (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 North Carolina Masonic Group Retirement Plan assets move in 2022?
North Carolina Masonic Group Retirement Plan pulled back noticeably - down 12.9% during 2022, from $6M to $5M. Reported net income was -$760K.
How have The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina plan assets changed over time?
Across 3 plan years on file (2022-2024), The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina's sponsor-wide assets grew 22.4%, from $5M to $6M.
Which 401(k) plans are similar in size to North Carolina Masonic Group Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Westby Cooperative Creamery 401(k) Profit Sharing Plan in WI ($5M, 119 participants).
Which 401(k) plans cover a similar participant headcount to North Carolina Masonic Group Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Markforged, Inc Retirement Plan in MA (208 participants, $4M in assets).