Profit Sharing · DOL Form 5500 · 2023

Mason & Martin, LLP Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
44th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Mason & Martin Profit Sharing Plan · Sponsored by Mason & Martin, LLP · Massachusetts · Professional & Technical Services

$5M in assets, 4 participants

Mason & Martin, LLP's Mason & Martin Profit Sharing Plan reported $5M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,572 in Professional & Technical Services (20,321 peers)

Mason & Martin, LLP multi-year trail

Mason & Martin, LLP's plans moved +31.3% in assets from 2022 to 2024; this filing shows Mason & Martin Profit Sharing Plan at $5M / 4 participants.

#8,572
in Professional & Technical Services (20,321 peers)
+16.5%
assets growth YoY

Mason & Martin Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mason & Martin Profit Sharing Plan vs every filed plan by assets

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

$5,001,629 44th percentile higher than 44% 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 & Martin 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 & Martin Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mason & Martin Profit Sharing Plan reported net income rose from -$166K in the plan year 2022 filing to $709K in the plan year 2023 filing.
  • Mason & Martin Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042554618 · Mason & Martin, LLP PY 2023 · Profit Sharing

Mason & Martin Profit Sharing Plan · $5M · 4 · 44th

  • PHOTO $5M
  • PHOTO 4
  • PHOTO 44th
  • PHOTO Profit Sharing
  • PHOTO near Foot Care Associates P.a. Money Purchase Pension Plan
  • PHOTO ind #8572

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Mason & Martin Profit Sharing Plan in the asset neighbourhood

Pearson Furniture Inc Employee Pension Benefit PlanPearson Furniture Inc Employ…$5MMason & Martin Profit Sharing PlanMason & Martin Profit Sharin…$5MFoot Care Associates P.a. Money Purchase Pension PlanFoot Care Associates P.a. Mo…$5MPremier Storage Concepts, Inc. Retirement PlanPremier Storage Concepts, In…$5MAbilities First, Inc. Profit Sharing PlanAbilities First, Inc. Profit…$5M
End-of-year total assets ($M) among Mason & Martin Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mason & Martin, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Mason & Martin, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.2539736715502% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.29M $5.63M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $5M
2024 1 4 $6M

Mason & Martin, LLP filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$709K
Employer EIN042554618
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Mason & Martin Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Mason & Martin Profit Sharing Plan, Total assets ($B): 0.005001629 · Participants: 4Mason & Martin Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Mason & Martin Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Mason & Martin Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Foot Care Associates P.a. Money Purchase Pension Plan in TX ($5M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 & Martin Profit Sharing Plan assets move in 2023?
Mason & Martin Profit Sharing Plan grew sharply - up 16.5% during 2023, from $4M to $5M. Reported net income was $709K.
How have Mason & Martin, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Mason & Martin, LLP's sponsor-wide assets grew 31.3%, from $4M to $6M.
Which Profit Sharing plans are similar in size to Mason & Martin Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Foot Care Associates P.a. Money Purchase Pension Plan in TX ($5M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Mason & Martin Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).