Defined Benefit (Pension) · DOL Form 5500 · 2022

Masonic Village at Burlington Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
87
Participants Small participant base
77th
Percentile by assets National rank
$222,441
Avg per participant Above avg balance/head
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Official DOL plan name: Masonic Charity Foundation Retirement Income Plan · Sponsored by Masonic Village at Burlington · New Jersey · Healthcare & Social Assistance

$19M in assets, 87 participants

Masonic Village at Burlington's Masonic Charity Foundation Retirement Income Plan reported $19M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,140 in Healthcare & Social Assistance (20,060 peers)

Where Masonic Charity Foundation Retirement Income Plan sits by assets

Masonic Charity Foundation Retirement Income Plan sits in the top quartile of all filed plans by assets, $19M for 87 participants (~$222,441/participant), down 16.6% in 2022.

#16,140
in Healthcare & Social Assistance (20,060 peers)
-16.6%
assets change YoY
0.2×
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.

Masonic Charity Foundation Retirement Income Plan's outsized position by total assets

Masonic Charity Foundation Retirement Income Plan vs every filed plan by assets

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

$19,352,380 Top 23% higher than 77% 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

Masonic Charity Foundation Retirement Income Plan among smaller 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 Retirement Income Plan is a small filing (87 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 210634536 · Masonic Village at Burlington PY 2022 · Defined Benefit (Pension)

Masonic Charity Foundation Retirement Income Plan · $19M · 87 · 77th

  • EOY $19M
  • 5500 87
  • ASSETS 77th
  • PCT Defined Benefit (Pension)
  • EIN near Behr Dayton Thermal Products - Iue Pension Agreement
  • RANK ind #16140

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 Retirement Income Plan in the asset neighbourhood

Harrisonville Telephone Company Retirement Plan for Management EmployeesHarrisonville Telephone Comp…$19MMidwest Family Mutual Insurance Company Defined Benefit Pension PlanMidwest Family Mutual Insura…$19MArvos Ljungstrom LLC Pension Plan for Hourly EmployeesArvos Ljungstrom LLC Pension…$19MMasonic Charity Foundation Retirement Income PlanMasonic Charity Foundation R…$19MBehr Dayton Thermal Products - Iue Pension AgreementBehr Dayton Thermal Products…$19M
End-of-year total assets ($M) among Masonic Charity Foundation Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN210634536
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Masonic Village at Burlington)

Sponsor-wide plan assets over time

All Masonic Village at Burlington plans reported in each filing year

Latest sponsor-wide plan assets
$17M 46.99816778067053% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $32.6M $17.3M ▼ -47.0%
Year Plans Participants Total Assets
2022 2 481 $33M
2023 2 468 $34M
2024 1 380 $17M

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Masonic Charity Foundation Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Masonic Charity Foundation Retirement Income Plan, Total assets ($B): 0.01935238 · Participants: 87Masonic Charity Foundation Retirement Income PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Masonic Charity Foundation Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Masonic Charity Foundation Retirement Income Plan side-by-side with 3 peers →

Masonic Charity Foundation Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Behr Dayton Thermal Products - Iue Pension Agreement in MI ($19M); by covered participants it is Columbus Orthopaedic Clinic, P.a. Cash Balance Plan in MS (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Masonic Charity Foundation Retirement Income Plan assets move in 2022? ▼
Masonic Charity Foundation Retirement Income Plan declined sharply - down 16.6% during 2022, from $23M to $19M. Reported net income was -$4M.
How have Masonic Village at Burlington plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Masonic Village at Burlington's sponsor-wide assets declined 47.0%, from $33M to $17M.
Where does Masonic Charity Foundation Retirement Income Plan rank by assets among Form 5500 filers? ▼
Masonic Charity Foundation Retirement Income Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Masonic Charity Foundation Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Behr Dayton Thermal Products - Iue Pension Agreement in MI ($19M, 360 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Masonic Charity Foundation Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Columbus Orthopaedic Clinic, P.a. Cash Balance Plan in MS (87 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 210634536.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.