401(k) · DOL Form 5500 · 2023
Mason Hill Advisors, LLC 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 6
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $5.4M
- Avg per participant High balance/head
Official DOL plan name: Mason Hill Advisors, LLC Profit Sharing Plan · Sponsored by Mason Hill Advisors, LLC · Connecticut · Finance & Insurance
$33M in assets, 6 participants
Mason Hill Advisors, LLC's Mason Hill Advisors, LLC Profit Sharing Plan reported $33M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #6,213 in Finance & Insurance (8,869 peers)
Where Mason Hill Advisors, LLC Profit Sharing Plan sits by assets
Mason Hill Advisors, LLC Profit Sharing Plan sits in the top quartile of all filed plans by assets, $33M for 6 participants (~$5.4M/participant), down 10.6% in 2023.
- #6,213
- in Finance & Insurance (8,869 peers)
- -10.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mason Hill Advisors, LLC Profit Sharing Plan's outsized position by total assets
Mason Hill Advisors, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,691,495 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mason Hill Advisors, LLC Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mason Hill Advisors, LLC Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mason Hill Advisors, LLC Profit Sharing Plan reported net income fell from $7M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Mason Hill Advisors, LLC Profit Sharing Plan reported participants fell from 12 in the plan year 2022 filing to 6 in the plan year 2023 filing.
- Mason Hill Advisors, LLC Profit Sharing Plan end-of-year assets fell from $37M in the plan year 2022 filing to $33M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 202328541 · Mason Hill Advisors, LLC PY 2023 · 401(k)
Mason Hill Advisors, LLC Profit Sharing Plan · $33M · 6 · 80th
- PART $33M
- PART 6
- PART 80th
- PART 401(k)
- PART near Donohue & Associates Inc. 401(k) Plan
- PART ind #6213
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 Connecticut →
Mason Hill Advisors, LLC Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$4M |
| Employer EIN | 202328541 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mason Hill Advisors, LLC)
Sponsor-wide plan assets over time
All Mason Hill Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 6.410288540851221% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $37M |
| 2023 | 1 | 6 | $33M |
| 2024 | 1 | 12 | $34M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Mason Hill Advisors, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Donohue & Associates Inc. 401(k) Plan in WI ($33M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.