401(k) · DOL Form 5500 · 2023
Mason, Bruce & Girard, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 67
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $150,074
- Avg per participant Above avg balance/head
Official DOL plan name: Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan · Sponsored by Mason, Bruce & Girard, Inc. · Oregon · Professional & Technical Services
$10M in assets, 67 participants
Mason, Bruce & Girard, Inc.'s Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan reported $10M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,648 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan holds $10M for 67 participants - about $150,074 per participant, above the median plan by assets.
- #11,648
- in Professional & Technical Services (20,321 peers)
- -1.0%
- assets change YoY
The plan reported a net loss of $99K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,054,949 Top 41% higher than 59% 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
Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to -$99K in the plan year 2023 filing.
- Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan reported participants fell from 113 in the plan year 2022 filing to 67 in the plan year 2023 filing.
DOL schedule card
Filing strip 930753092 · Mason, Bruce & Girard, Inc. PY 2023 · 401(k)
Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan · $10M · 67 · 59th
- EIN $10M
- EIN 67
- EIN 59th
- EIN 401(k)
- EIN near Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan
- EIN ind #11648
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 Professional & Technical Services retirement plans → · Plans in Oregon →
Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$99K |
| Employer EIN | 930753092 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mason, Bruce & Girard, Inc.)
Sponsor-wide plan assets over time
All Mason, Bruce & Girard, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 0.8380095699359352% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $10M |
| 2023 | 1 | 67 | $10M |
| 2024 | 1 | 69 | $10M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan in TX ($10M); by covered participants it is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (67 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.