401(k) · DOL Form 5500 · 2022

Robert E. Mason & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
302
Participants Below avg headcount
89th
Percentile by assets National rank
$176,650
Avg per participant Above avg balance/head
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Official DOL plan name: Robert E. Mason & Associates, Inc. Profit Sharing Plan · Sponsored by Robert E. Mason & Associates, Inc. · North Carolina · Wholesale Trade

$53M in assets, 302 participants

Robert E. Mason & Associates, Inc.'s Robert E. Mason & Associates, Inc. Profit Sharing Plan reported $53M in total assets and 302 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #6,145 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

Robert E. Mason & Associates, Inc. Profit Sharing Plan covers 302 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $53M.

#6,145
in Wholesale Trade (6,843 peers)
+12.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Robert E. Mason & Associates, Inc. Profit Sharing Plan's outsized position by total assets

Robert E. Mason & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$53,348,288 Top 11% higher than 89% 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

Robert E. Mason & Associates, Inc. Profit Sharing Plan 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. Robert E. Mason & Associates, Inc. Profit Sharing Plan sits mid-pack in the medium band (302 participants).

Published 5500 schedule card

Filing strip 561782982 · Robert E. Mason & Associates, Inc. PY 2022 · 401(k)

Robert E. Mason & Associates, Inc. Profit Sharing Plan · $53M · 302 · 89th

  • ASSETS $53M
  • ASSETS 302
  • ASSETS 89th
  • ASSETS 401(k)
  • ASSETS near Tecumseh Products Company Retirement Savings Plan
  • ASSETS ind #6145

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Robert E. Mason & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Big Rivers Electric Corporation Salaried Employees' Retirement Savings PlanBig Rivers Electric Corporat…$53MRobert E. Mason & Associates, Inc. Profit Sharing PlanRobert E. Mason & Associates…$53MC. C. Clark, Inc. 401(k) Plan$53MTecumseh Products Company Retirement Savings PlanTecumseh Products Company Re…$53MVerra Mobility 401(k) Plan$53M
End-of-year total assets ($M) among Robert E. Mason & Associates, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$53M
Net Income$6M
Employer EIN561782982
Plan Effective Date1970-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert E. Mason & Associates, Inc.)

Sponsor-wide plan assets over time

All Robert E. Mason & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$210M 60.60298405463668% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $131M $210M ▲ +60.6%
Year Plans Participants Total Assets
2022 2 552 $131M
2023 2 598 $170M
2024 2 630 $210M

Nearby 401(k) Plans in North Carolina

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

Robert E. Mason & Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Robert E. Mason & Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.053348288 · Participants: 302Robert E. Mason & Associates, Inc. Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Robert E. Mason & Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Robert E. Mason & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Robert E. Mason & Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Tecumseh Products Company Retirement Savings Plan in MI ($53M); by covered participants it is N.R.F. Distributors Retirement Savings Plan in ME (302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Robert E. Mason & Associates, Inc. Profit Sharing Plan assets move in 2022? ▼
Robert E. Mason & Associates, Inc. Profit Sharing Plan grew at a solid clip - up 12.6% during 2022, from $47M to $53M. Reported net income was $6M.
How have Robert E. Mason & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert E. Mason & Associates, Inc.'s sponsor-wide assets grew 60.6%, from $131M to $210M.
Where does Robert E. Mason & Associates, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Robert E. Mason & Associates, Inc. Profit Sharing Plan ranks in the 89th 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 Robert E. Mason & Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tecumseh Products Company Retirement Savings Plan in MI ($53M, 347 participants).
Which 401(k) plans cover a similar participant headcount to Robert E. Mason & Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is N.R.F. Distributors Retirement Savings Plan in ME (302 participants, $18M 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 561782982.

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.