401(k) · DOL Form 5500 · 2022

The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
622
Participants Below avg headcount
79th
Percentile by assets National rank
$36,992
Avg per participant Low balance/head
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Official DOL plan name: Wisconsin Masons 401(k) Plan and Trust · Sponsored by The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust · Wisconsin · Finance & Insurance

$23M in assets, 622 participants

The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust's Wisconsin Masons 401(k) Plan and Trust reported $23M in total assets and 622 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,180 in Finance & Insurance (9,261 peers)

Where Wisconsin Masons 401(k) Plan and Trust sits by assets

Wisconsin Masons 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $23M for 622 participants (~$36,992/participant), down 2.9% in 2022.

#6,180
in Finance & Insurance (9,261 peers)
-2.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $694K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wisconsin Masons 401(k) Plan and Trust's outsized position by total assets

Wisconsin Masons 401(k) Plan and Trust vs every filed plan by assets

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

$23,009,070 Top 21% higher than 79% 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

Wisconsin Masons 401(k) Plan and Trust 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. Wisconsin Masons 401(k) Plan and Trust sits mid-pack in the medium band (622 participants).

Plan-year Form 5500 strip

Filing strip 392008571 · The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust PY 2022 · 401(k)

Wisconsin Masons 401(k) Plan and Trust · $23M · 622 · 79th

  • EOY $23M
  • 5500 622
  • ASSETS 79th
  • PCT 401(k)
  • EIN near Atlantic American Corporation 401(k) Retirement Savings Plan
  • RANK ind #6180

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 Wisconsin →

Wisconsin Masons 401(k) Plan and Trust in the asset neighbourhood

Wisconsin Masons 401(k) Plan and TrustWisconsin Masons 401(k) Plan…$23MAtlantic American Corporation 401(k) Retirement Savings PlanAtlantic American Corporatio…$23MStroock & Stroock & Lavan LLP Staff Employees' Savings and Investment Plan and TrustStroock & Stroock & Lavan LL…$23MKbkg, Inc. 401(k) Profit Sharing PlanKbkg, Inc. 401(k) Profit Sha…$23MParr Instrument Company 401(k) PlanParr Instrument Company 401(…$23M
End-of-year total assets ($M) among Wisconsin Masons 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$23M
Net Income-$694K
Employer EIN392008571
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust)

Sponsor-wide plan assets over time

All The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust plans reported in each filing year

Latest sponsor-wide plan assets
$27M 18.482441923989104% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $23M $27.3M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 622 $23M
2023 1 646 $25M
2024 1 680 $27M

Nearby 401(k) Plans in Wisconsin

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

Wisconsin Masons 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Wisconsin Masons 401(k) Plan and Trust, Total assets ($B): 0.02300907 · Participants: 622Wisconsin Masons 401(k) Plan and TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Wisconsin Masons 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wisconsin Masons 401(k) Plan and Trust side-by-side with 3 peers →

Wisconsin Masons 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Atlantic American Corporation 401(k) Retirement Savings Plan in GA ($23M); by covered participants it is Suburban Home Health Care Services Group Retirement Plan in MA (622 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (622 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 Wisconsin Masons 401(k) Plan and Trust assets move in 2022? ▼
Wisconsin Masons 401(k) Plan and Trust edged down modestly - down 2.9% during 2022, from $24M to $23M. Reported net income was -$694K.
How have The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust's sponsor-wide assets grew 18.5%, from $23M to $27M.
Where does Wisconsin Masons 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Wisconsin Masons 401(k) Plan and Trust ranks in the 79th 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 401(k) plans are similar in size to Wisconsin Masons 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Atlantic American Corporation 401(k) Retirement Savings Plan in GA ($23M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Wisconsin Masons 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Suburban Home Health Care Services Group Retirement Plan in MA (622 participants, $11M 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 392008571.

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.