Profit Sharing · DOL Form 5500 · 2023

Mason Financial Corporation Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
34th
Percentile by assets National rank
$901,788
Avg per participant High balance/head
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Official DOL plan name: Mason Financial Group Employees Profit Sharing Plan and Trust · Sponsored by Mason Financial Corporation · Illinois · Finance & Insurance

$3M in assets, 3 participants

Mason Financial Corporation's Mason Financial Group Employees Profit Sharing Plan and Trust reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,106 in Finance & Insurance (8,869 peers)

Mason Financial Corporation multi-year trail

Mason Financial Corporation's plans moved -27.0% in assets from 2022 to 2023; this filing shows Mason Financial Group Employees Profit Sharing Plan and Trust at $3M / 3 participants.

#2,106
in Finance & Insurance (8,869 peers)
-27.0%
assets change YoY

The plan reported a net loss of $999K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mason Financial Group Employees Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Mason Financial Group Employees Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,705,364 34th percentile higher than 34% 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 Financial Group Employees Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mason Financial Group Employees Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mason Financial Group Employees Profit Sharing Plan and Trust reported net income fell from $277K in the plan year 2022 filing to -$999K in the plan year 2023 filing.
  • Mason Financial Group Employees Profit Sharing Plan and Trust reported participants fell from 5 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Mason Financial Group Employees Profit Sharing Plan and Trust end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362521935 · Mason Financial Corporation PY 2023 · Profit Sharing

Mason Financial Group Employees Profit Sharing Plan and Trust · $3M · 3 · 34th

  • NET $3M
  • BOOK 3
  • VS-ST 34th
  • BOY Profit Sharing
  • SCH near Triangle B Ranch, Inc. Profit Sharing Plan
  • EBSA ind #2106

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 Finance & Insurance retirement plans → · Plans in Illinois →

Mason Financial Group Employees Profit Sharing Plan and Trust in the asset neighbourhood

Mason Financial Group Employees Profit Sharing Plan and TrustMason Financial Group Employ…$3MTriangle B Ranch, Inc. Profit Sharing PlanTriangle B Ranch, Inc. Profi…$3MTon That Chieu Md Self Directed Profit Sharing PlanTon That Chieu Md Self Direc…$3MRobert S. Shapiro, M.D. Profit Sharing PlanRobert S. Shapiro, M.D. Prof…$3MBailey, Clark & Nelson Self-Empl Profit Sharing PlanBailey, Clark & Nelson Self-…$3M
End-of-year total assets ($M) among Mason Financial Group Employees Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mason Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Mason Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.96789638341312% vs 2022
2023 filing year
$2.5M$3M$3.5M$4M 20222023 $3.7M $2.71M ▼ -26.8%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 3 $3M

Mason Financial Corporation filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$999K
Employer EIN362521935
Plan Effective Date1967-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mason Financial Group Employees Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Mason Financial Group Employees Profit Sharing Plan and Trust, Total assets ($B): 0.002705364 · Participants: 3Mason Financial Group Employees Profit Sharing Plan and TrustW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Mason Financial Group Employees Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Mason Financial Group Employees Profit Sharing Plan and Trust side-by-side with 3 peers →

Mason Financial Group Employees Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Triangle B Ranch, Inc. Profit Sharing Plan in OK ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Financial Group Employees Profit Sharing Plan and Trust assets move in 2023? ▼
Mason Financial Group Employees Profit Sharing Plan and Trust declined sharply - down 27.0% during 2023, from $4M to $3M. Reported net income was -$999K.
How have Mason Financial Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mason Financial Corporation's sponsor-wide assets declined 27.0%, from $4M to $3M.
Which Profit Sharing plans are similar in size to Mason Financial Group Employees Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Triangle B Ranch, Inc. Profit Sharing Plan in OK ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Mason Financial Group Employees Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 362521935.

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.