401(k) · DOL Form 5500 · 2023

Mason Brothers Company 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
256
Participants Below avg headcount
73rd
Percentile by assets National rank
$79,148
Avg per participant Below avg balance/head
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Official DOL plan name: Mason Brothers 401(k) Profit Sharing Plan · Sponsored by Mason Brothers Company · Minnesota · Wholesale Trade

$20M in assets, 256 participants

Mason Brothers Company's Mason Brothers 401(k) Profit Sharing Plan reported $20M in total assets and 256 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,405 in Wholesale Trade (6,309 peers)

Coverage in Minnesota

Mason Brothers 401(k) Profit Sharing Plan covers 256 participants in Minnesota, about 23% of the average Minnesota filer (state average ~1,126 per filing). Assets: $20M.

#4,405
in Wholesale Trade (6,309 peers)
+3.9%
assets growth YoY

Mason Brothers 401(k) Profit Sharing Plan's outsized position by total assets

Mason Brothers 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,261,860 Top 27% higher than 73% 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 Brothers 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mason Brothers 401(k) Profit Sharing Plan sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mason Brothers 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $756K in the plan year 2023 filing.
  • Mason Brothers 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Mason Brothers 401(k) Profit Sharing Plan reported participants fell from 262 in the plan year 2022 filing to 256 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410397190 · Mason Brothers Company PY 2023 · 401(k)

Mason Brothers 401(k) Profit Sharing Plan · $20M · 256 · 73rd

  • BOOK $20M
  • BOOK 256
  • BOOK 73rd
  • BOOK 401(k)
  • BOOK near Newesco, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #4405

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 Minnesota →

Mason Brothers 401(k) Profit Sharing Plan in the asset neighbourhood

Mason Brothers 401(k) Profit Sharing PlanMason Brothers 401(k) Profit…$20MNewesco, Inc. 401(k) Profit Sharing PlanNewesco, Inc. 401(k) Profit …$20MAuld & White Constructors, LLC. 401(k) Profit Sharing PlanAuld & White Constructors, L…$20MNaco 401(k) Plan$20MRutter's Retirement Savings PlanRutter's Retirement Savings …$20M
End-of-year total assets ($M) among Mason Brothers 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income$756K
Employer EIN410397190
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mason Brothers Company)

Sponsor-wide plan assets over time

All Mason Brothers Company plans reported in each filing year

Latest sponsor-wide plan assets
$21M 8.008870890179413% vs 2022
2024 filing year
$19M$19.5M$20M$20.5M$21M$21.5M 202220232024 $19.5M $21.1M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 262 $20M
2023 1 256 $20M
2024 1 237 $21M

Nearby 401(k) Plans in Minnesota

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

Mason Brothers 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Mason Brothers 401(k) Profit Sharing Plan, Total assets ($B): 0.02026186 · Participants: 256Mason Brothers 401(k) Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Mason Brothers 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Mason Brothers 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Newesco, Inc. 401(k) Profit Sharing Plan in IL ($20M); by covered participants it is Nwsl Retirement Plan in IL (256 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (256 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 Brothers 401(k) Profit Sharing Plan assets move in 2023?
Mason Brothers 401(k) Profit Sharing Plan edged up modestly - up 3.9% during 2023, from $20M to $20M. Reported net income was $756K.
How have Mason Brothers Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Mason Brothers Company's sponsor-wide assets grew 8.0%, from $20M to $21M.
Which 401(k) plans are similar in size to Mason Brothers 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Newesco, Inc. 401(k) Profit Sharing Plan in IL ($20M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Mason Brothers 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (256 participants, $2M in assets).