401(k) · DOL Form 5500 · 2023

Minnesota Masonic Charities 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
424
Participants Below avg headcount
79th
Percentile by assets National rank
$71,872
Avg per participant Below avg balance/head
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Official DOL plan name: Minnesota Masonic Charities 401(k) Plan · Sponsored by Minnesota Masonic Charities · Minnesota · Healthcare & Social Assistance

$30M in assets, 424 participants

Minnesota Masonic Charities's Minnesota Masonic Charities 401(k) Plan reported $30M in total assets and 424 participants in its 2023 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.

  • #14,594 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Minnesota Masonic Charities 401(k) Plan covers 424 participants in Minnesota, about 38% of the average Minnesota filer (state average ~1,126 per filing). Assets: $30M.

#14,594
in Healthcare & Social Assistance (17,684 peers)
+19.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Minnesota Masonic Charities 401(k) Plan's outsized position by total assets

Minnesota Masonic Charities 401(k) Plan vs every filed plan by assets

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

$30,473,534 Top 21% higher than 79% 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

Minnesota Masonic Charities 401(k) 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. Minnesota Masonic Charities 401(k) Plan sits mid-pack in the medium band (424 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Minnesota Masonic Charities 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Minnesota Masonic Charities 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Minnesota Masonic Charities 401(k) Plan reported participants fell from 454 in the plan year 2022 filing to 424 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411495325 · Minnesota Masonic Charities PY 2023 · 401(k)

Minnesota Masonic Charities 401(k) Plan · $30M · 424 · 79th

  • PHOTO $30M
  • PHOTO 424
  • PHOTO 79th
  • PHOTO 401(k)
  • PHOTO near Fosber Savings & Retirement Plan
  • PHOTO ind #14594

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Minnesota Masonic Charities 401(k) Plan in the asset neighbourhood

Steel Equipment Specialists, LLC 401(k) PlanSteel Equipment Specialists,…$30MTrustaff Management Inc. 401(k) Profit Sharing Plan and TrustTrustaff Management Inc. 401…$30MMinnesota Masonic Charities 401(k) PlanMinnesota Masonic Charities …$30MFosber Savings & Retirement PlanFosber Savings & Retirement …$30MKimber Mfg., Inc. 401(k) Plan$30M
End-of-year total assets ($M) among Minnesota Masonic Charities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN411495325
Plan Effective Date1999-03-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Minnesota Masonic Charities)

Sponsor-wide plan assets over time

All Minnesota Masonic Charities plans reported in each filing year

Latest sponsor-wide plan assets
$33M 28.98786186667887% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.6M $33M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 454 $26M
2023 1 424 $30M
2024 1 425 $33M

Nearby 401(k) Plans in Minnesota

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

Minnesota Masonic Charities 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Minnesota Masonic Charities 401(k) Plan, Total assets ($B): 0.030473534 · Participants: 424Minnesota Masonic Charities 401(k) 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
Minnesota Masonic Charities 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Minnesota Masonic Charities 401(k) Plan side-by-side with 3 peers →

Minnesota Masonic Charities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Fosber Savings & Retirement Plan in WI ($30M); by covered participants it is American Medical Technology 401(k) Profit Sharing Plan in OH (424 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (424 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 Minnesota Masonic Charities 401(k) Plan assets move in 2023? ▼
Minnesota Masonic Charities 401(k) Plan grew sharply - up 19.0% during 2023, from $26M to $30M. Reported net income was $5M.
How have Minnesota Masonic Charities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Minnesota Masonic Charities's sponsor-wide assets grew 29.0%, from $26M to $33M.
Where does Minnesota Masonic Charities 401(k) Plan rank by assets among Form 5500 filers? ▼
Minnesota Masonic Charities 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Minnesota Masonic Charities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fosber Savings & Retirement Plan in WI ($30M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Minnesota Masonic Charities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Medical Technology 401(k) Profit Sharing Plan in OH (424 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411495325.

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.