401(k) · DOL Form 5500 · 2023
Masonic Homes of Kentucky, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 606
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $17,532
- Avg per participant Low balance/head
Official DOL plan name: Masonic Homes of Kentucky, Inc. Retirement Savings Plan · Sponsored by Masonic Homes of Kentucky, Inc. · Kentucky · Healthcare & Social Assistance
$11M in assets, 606 participants
Masonic Homes of Kentucky, Inc.'s Masonic Homes of Kentucky, Inc. Retirement Savings Plan reported $11M in total assets and 606 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,571 in Healthcare & Social Assistance (17,684 peers)
Masonic Homes of Kentucky, Inc. multi-year trail
Masonic Homes of Kentucky, Inc.'s plans moved +10.7% in assets from 2022 to 2023; this filing shows Masonic Homes of Kentucky, Inc. Retirement Savings Plan at $11M / 606 participants.
- #11,571
- in Healthcare & Social Assistance (17,684 peers)
- +10.7%
- assets growth YoY
Masonic Homes of Kentucky, Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Masonic Homes of Kentucky, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,624,411 Top 40% higher than 60% 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
Masonic Homes of Kentucky, Inc. Retirement 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 Homes of Kentucky, Inc. Retirement Savings Plan sits mid-pack in the medium band (606 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Masonic Homes of Kentucky, Inc. Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Masonic Homes of Kentucky, Inc. Retirement Savings Plan reported participants fell from 1,399 in the plan year 2022 filing to 606 in the plan year 2023 filing.
- Masonic Homes of Kentucky, Inc. Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 610458374 · Masonic Homes of Kentucky, Inc. PY 2023 · 401(k)
Masonic Homes of Kentucky, Inc. Retirement Savings Plan · $11M · 606 · 60th
- PART $11M
- TYPE 606
- NET 60th
- BOOK 401(k)
- VS-ST near Wesley Health Care Center, Inc. 401(k) Savings Plan
- BOY ind #11571
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 Kentucky →
Masonic Homes of Kentucky, Inc. Retirement Savings Plan in the asset neighbourhood
Masonic Homes of Kentucky, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Masonic Homes of Kentucky, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 10.72955383990214% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,399 | $10M |
| 2023 | 1 | 606 | $11M |
Masonic Homes of Kentucky, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 610458374 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Masonic Homes of Kentucky, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Wesley Health Care Center, Inc. 401(k) Savings Plan in NY ($11M); by covered participants it is Duolingo Retirement Trust in PA (606 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Wesley Health Care Center, Inc. 401(k) Savings Plan (NY) $11M · 411
- O'rielly Motor Company & Affiliates Employee Investment/Savings Plan (AZ) $11M · 173
- George Nice & Sons, Inc. Employee Stock Ownership and Savings Plan (VA) $11M · 38
- David F. Young, M.D., P.C. 401(k) Profit Sharing Plan & Trust (OR) $11M · 10
Similar participant headcount
Nearest other-state filings by covered participants (606 participants); asset peers above are excluded.
- Duolingo Retirement Trust (PA) 606 · 0 off
- Wgi, Inc. 401(k) Plan (FL) 606 · 0 off
- Russell Lands 401(k) Retirement Savings/Profit Sharing Plan (AL) 606 · 0 off
- Torgerson Properties Retirement Savings Plan (MN) 606 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.