Other · DOL Form 5500 · 2023

Masonic Charity Foundation of New Jersey Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
391
Participants Below avg headcount
68th
Percentile by assets National rank
$39,983
Avg per participant Low balance/head
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Official DOL plan name: Masonic Charity Foundation of New Jersey 403(b) Savings Plan · Sponsored by Masonic Charity Foundation of New Jersey · New Jersey · Healthcare & Social Assistance

$16M in assets, 391 participants

Masonic Charity Foundation of New Jersey's Masonic Charity Foundation of New Jersey 403(b) Savings Plan reported $16M in total assets and 391 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,910 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Jersey

Masonic Charity Foundation of New Jersey 403(b) Savings Plan covers 391 participants in New Jersey, about 46% of the average New Jersey filer (state average ~844 per filing). Assets: $16M.

#12,910
in Healthcare & Social Assistance (17,684 peers)
+17.7%
assets growth YoY

Masonic Charity Foundation of New Jersey 403(b) Savings Plan's outsized position by total assets

Masonic Charity Foundation of New Jersey 403(b) Savings Plan vs every filed plan by assets

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

$15,633,197 Top 32% higher than 68% 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

Masonic Charity Foundation of New Jersey 403(b) Savings 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. Masonic Charity Foundation of New Jersey 403(b) Savings Plan sits mid-pack in the medium band (391 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Masonic Charity Foundation of New Jersey 403(b) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Masonic Charity Foundation of New Jersey 403(b) Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 210634536 · Masonic Charity Foundation of New Jersey PY 2023 · Other

Masonic Charity Foundation of New Jersey 403(b) Savings Plan · $16M · 391 · 68th

  • VS-ST $16M
  • BOY 391
  • SCH 68th
  • EBSA Other
  • PART near Bhcare, Inc. Retirement Plan
  • TYPE ind #12910

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 New Jersey →

Masonic Charity Foundation of New Jersey 403(b) Savings Plan in the asset neighbourhood

The Episcopal School DC Retirement PlanThe Episcopal School DC Reti…$16MMasonic Charity Foundation of New Jersey 403(b) Savings PlanMasonic Charity Foundation o…$16MBhcare, Inc. Retirement Plan$16MLucile Salter Packard Children's Hospital at Stanford Tax-Sheltered Annuity PlanLucile Salter Packard Childr…$16MOpportunity Alliance 403(b) PlanOpportunity Alliance 403(b) …$16M
End-of-year total assets ($M) among Masonic Charity Foundation of New Jersey 403(b) Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN210634536
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Masonic Charity Foundation of New Jersey)

Sponsor-wide plan assets over time

All Masonic Charity Foundation of New Jersey plans reported in each filing year

Latest sponsor-wide plan assets
$17M 46.99816778067053% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $32.6M $17.3M ▼ -47.0%
Year Plans Participants Total Assets
2022 2 481 $33M
2023 2 468 $34M
2024 1 380 $17M

Nearby Other Plans in New Jersey

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

Masonic Charity Foundation of New Jersey 403(b) Savings Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Masonic Charity Foundation of New Jersey 403(b) Savings Plan, Total assets ($B): 0.015633197 · Participants: 391Masonic Charity Foundation of New Jersey 403(b) Savings PlanPrinceton University Retirement Plan, Total assets ($B): 2.131527701 · Participants: 8456Princeton University Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.532776551 · Participants: 7955Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health System 403(b) Retirement Savings Plan
Masonic Charity Foundation of New Jersey 403(b) Savings Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Masonic Charity Foundation of New Jersey 403(b) Savings Plan side-by-side with 3 peers →

Masonic Charity Foundation of New Jersey 403(b) Savings Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Bhcare, Inc. Retirement Plan in CT ($16M); by covered participants it is Ascend Learning, Inc. 403(b) Plan in NY (391 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (391 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 Masonic Charity Foundation of New Jersey 403(b) Savings Plan assets move in 2023? ▼
Masonic Charity Foundation of New Jersey 403(b) Savings Plan grew sharply - up 17.7% during 2023, from $13M to $16M. Reported net income was $2M.
How have Masonic Charity Foundation of New Jersey plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Masonic Charity Foundation of New Jersey's sponsor-wide assets declined 47.0%, from $33M to $17M.
Which Other plans are similar in size to Masonic Charity Foundation of New Jersey 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by assets is Bhcare, Inc. Retirement Plan in CT ($16M, 324 participants).
Which Other plans cover a similar participant headcount to Masonic Charity Foundation of New Jersey 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Ascend Learning, Inc. 403(b) Plan in NY (391 participants, $2M 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 210634536.

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.