Profit Sharing · DOL Form 5500 · 2023

Mason Insurance Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
39th
Percentile by assets National rank
$541,247
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mason Insurance Agency, Inc. Profit Sharing Plan · Sponsored by Mason Insurance Agency, Inc. · Virginia · Finance & Insurance

$4M in assets, 7 participants

Mason Insurance Agency, Inc.'s Mason Insurance Agency, Inc. Profit Sharing Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,456 in Finance & Insurance (8,869 peers)

Mason Insurance Agency, Inc. multi-year trail

Mason Insurance Agency, Inc.'s plans moved +413.7% in assets from 2022 to 2023; this filing shows Mason Insurance Agency, Inc. Profit Sharing Plan at $4M / 7 participants.

#2,456
in Finance & Insurance (8,869 peers)
+9.8%
assets growth YoY

Mason Insurance Agency, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Mason Insurance Agency, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,788,731 39th percentile higher than 39% of 127,068 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 2023

Mason Insurance Agency, Inc. 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 Insurance Agency, Inc. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mason Insurance Agency, Inc. Profit Sharing Plan reported net income rose from -$437K in the plan year 2022 filing to $339K in the plan year 2023 filing.
  • Mason Insurance Agency, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540294680 · Mason Insurance Agency, Inc. PY 2023 · Profit Sharing

Mason Insurance Agency, Inc. Profit Sharing Plan · $4M · 7 · 39th

  • VS-ST $4M
  • VS-ST 7
  • VS-ST 39th
  • VS-ST Profit Sharing
  • VS-ST near Howard C. Tsui, D.D.S. Profit Sharing Plan
  • VS-ST ind #2456

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 Virginia →

Mason Insurance Agency, Inc. Profit Sharing Plan in the asset neighbourhood

Stubbs & Schubart PC Profit Sharing Plan & TrustStubbs & Schubart PC Profit …$4MMason Insurance Agency, Inc. Profit Sharing PlanMason Insurance Agency, Inc.…$4MEnvirochrome Decorating Co., Inc. Profit Sharing PlanEnvirochrome Decorating Co.,…$4MSanta Clara Nut Company, Inc. Profit Sharing PlanSanta Clara Nut Company, Inc…$4MHoward C. Tsui, D.D.S. Profit Sharing PlanHoward C. Tsui, D.D.S. Profi…$4M
End-of-year total assets ($M) among Mason Insurance Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mason Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mason Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 413.73449980981366% vs 2022
2023 filing year
$0M$5M$10M$15M 20222023 $2.63M $13.5M ▲ +413.7%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 4 28 $14M

Mason Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$339K
Employer EIN540294680
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mason Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Mason Insurance Agency, Inc. Profit Sharing Plan, Total assets ($B): 0.003788731 · Participants: 7Mason Insurance Agency, Inc. Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Mason Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Mason Insurance Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

Mason Insurance Agency, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Howard C. Tsui, D.D.S. Profit Sharing Plan in CA ($4M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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.

Frequently Asked Questions

How did Mason Insurance Agency, Inc. Profit Sharing Plan assets move in 2023? ▼
Mason Insurance Agency, Inc. Profit Sharing Plan grew at a solid clip - up 9.8% during 2023, from $3M to $4M. Reported net income was $339K.
How have Mason Insurance Agency, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mason Insurance Agency, Inc.'s sponsor-wide assets grew 413.7%, from $3M to $14M.
Which Profit Sharing plans are similar in size to Mason Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Howard C. Tsui, D.D.S. Profit Sharing Plan in CA ($4M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Mason Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540294680.

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.