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
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
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.
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
Minnesota filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $756K |
| Employer EIN | 410397190 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING 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
| 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.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
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).
- Newesco, Inc. 401(k) Profit Sharing Plan (IL) $20M · 179
- Auld & White Constructors, LLC. 401(k) Profit Sharing Plan (FL) $20M · 129
- Naco 401(k) Plan (DC) $20M · 87
- Rutter's Retirement Savings Plan (PA) $20M · 1,493
Similar participant headcount
Nearest other-state filings by covered participants (256 participants); asset peers above are excluded.
- Nwsl Retirement Plan (IL) 256 · 0 off
- Digital.Ai 401(k) Savings & Investment Plan (MA) 256 · 0 off
- Barley Snyder Savings Plan (PA) 256 · 0 off
- Maxus Properties, LLC 401(k) Retirement Saving Plan (MO) 256 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.