401(k) · DOL Form 5500 · 2023

W. B. Mason Co. Inc. 401(k) Plan

Data updated 2026-08-25

$184M
Total assets Near avg plan size
2,503
Participants Above avg headcount
94th
Percentile by assets National rank
$73,387
Avg per participant Below avg balance/head
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Official DOL plan name: W. B. Mason Company Retirement 401(k) Plan & Trust · Sponsored by W. B. Mason Co. Inc. · Massachusetts · Retail Trade

$184M in assets, 2,503 participants

W. B. Mason Co. Inc.'s W. B. Mason Company Retirement 401(k) Plan & Trust reported $184M in total assets and 2,503 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,149 in Retail Trade (8,414 peers)

Coverage in Massachusetts

W. B. Mason Company Retirement 401(k) Plan & Trust covers 2,503 participants in Massachusetts, 3.8x the typical Massachusetts plan (state average ~659 per filing). Assets: $184M.

#8,149
in Retail Trade (8,414 peers)
+17.5%
assets growth YoY
1.8×
vs typical plan assets (national mean)

W. B. Mason Company Retirement 401(k) Plan & Trust's outsized position by total assets

W. B. Mason Company Retirement 401(k) Plan & Trust vs every filed plan by assets

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

$183,687,726 Top 6% higher than 94% 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

W. B. Mason Company Retirement 401(k) Plan & Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W. B. Mason Company Retirement 401(k) Plan & Trust lands in the large band (2,503 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • W. B. Mason Company Retirement 401(k) Plan & Trust reported net income rose from -$34M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • W. B. Mason Company Retirement 401(k) Plan & Trust end-of-year assets rose from $156M in the plan year 2022 filing to $184M in the plan year 2023 filing.
  • W. B. Mason Company Retirement 401(k) Plan & Trust reported participants fell from 2,820 in the plan year 2022 filing to 2,503 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042455641 · W. B. Mason Co. Inc. PY 2023 · 401(k)

W. B. Mason Company Retirement 401(k) Plan & Trust · $184M · 2,503 · 94th

  • PCT $184M
  • PCT 2,503
  • PCT 94th
  • PCT 401(k)
  • PCT near Rohde & Schwarz, Inc. Savings Plan
  • PCT ind #8149

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 Retail Trade retirement plans → · Plans in Massachusetts →

W. B. Mason Company Retirement 401(k) Plan & Trust in the asset neighbourhood

Orthoalliance 401(k) Plan$184MDatadog 401(k) Plan$184MW. B. Mason Company Retirement 401(k) Plan & TrustW. B. Mason Company Retireme…$184MRohde & Schwarz, Inc. Savings PlanRohde & Schwarz, Inc. Saving…$184MEmergeortho PA Retirement PlanEmergeortho PA Retirement Pl…$184M
End-of-year total assets ($M) among W. B. Mason Company Retirement 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$156M
Net Assets (End of Year)$184M
Net Income$27M
Employer EIN042455641
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (W. B. Mason Co. Inc.)

Sponsor-wide plan assets over time

All W. B. Mason Co. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$205M 31.09388193397849% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $156M $205M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 2,820 $156M
2023 1 2,503 $184M
2024 1 2,462 $205M

Nearby 401(k) Plans in Massachusetts

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

W. B. Mason Company Retirement 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants W. B. Mason Company Retirement 401(k) Plan & Trust, Total assets ($B): 0.183687726 · Participants: 2503W. B. Mason Company Retirement 401(k) Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
W. B. Mason Company Retirement 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare W. B. Mason Company Retirement 401(k) Plan & Trust side-by-side with 3 peers →

W. B. Mason Company Retirement 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Rohde & Schwarz, Inc. Savings Plan in MD ($184M); by covered participants it is Ascend Savings & Investment Plan in TX (2,505 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($184M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,503 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 W. B. Mason Company Retirement 401(k) Plan & Trust assets move in 2023? ▼
W. B. Mason Company Retirement 401(k) Plan & Trust grew sharply - up 17.5% during 2023, from $156M to $184M. Reported net income was $27M.
How have W. B. Mason Co. Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), W. B. Mason Co. Inc.'s sponsor-wide assets grew 31.1%, from $156M to $205M.
Where does W. B. Mason Company Retirement 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
W. B. Mason Company Retirement 401(k) Plan & Trust ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to W. B. Mason Company Retirement 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rohde & Schwarz, Inc. Savings Plan in MD ($184M, 668 participants).
Which 401(k) plans cover a similar participant headcount to W. B. Mason Company Retirement 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ascend Savings & Investment Plan in TX (2,505 participants, $525M 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 042455641.

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.