401(k) · DOL Form 5500 · 2023

Grand Lodge of F&a Masons of Ca & Related Entities 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
566
Participants Below avg headcount
84th
Percentile by assets National rank
$79,263
Avg per participant Below avg balance/head
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Official DOL plan name: California Masonic Retirement Plan II · Sponsored by Grand Lodge of F&a Masons of Ca & Related Entities · California · Other Services

$45M in assets, 566 participants

Grand Lodge of F&a Masons of Ca & Related Entities's California Masonic Retirement Plan II reported $45M in total assets and 566 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,295 in Other Services (7,857 peers)

Where California Masonic Retirement Plan II sits by assets

California Masonic Retirement Plan II sits in the top quartile of all filed plans by assets, $45M for 566 participants (~$79,263/participant), up 23.3% in 2023.

#7,295
in Other Services (7,857 peers)
+23.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

California Masonic Retirement Plan II's outsized position by total assets

California Masonic Retirement Plan II vs every filed plan by assets

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

$44,862,728 Top 16% higher than 84% 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

California Masonic Retirement Plan II 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. California Masonic Retirement Plan II sits mid-pack in the medium band (566 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Masonic Retirement Plan II reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • California Masonic Retirement Plan II end-of-year assets rose from $36M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • California Masonic Retirement Plan II reported participants rose from 555 in the plan year 2022 filing to 566 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 940487790 · Grand Lodge of F&a Masons of Ca & Related Entities PY 2023 · 401(k)

California Masonic Retirement Plan II · $45M · 566 · 84th

  • EIN $45M
  • EIN 566
  • EIN 84th
  • EIN 401(k)
  • EIN near Radiology Associates of Central Florida, P.L. 401(k) Plan and Trust
  • EIN ind #7295

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 Other Services retirement plans → · Plans in California →

California Masonic Retirement Plan II in the asset neighbourhood

Sbera 401(k) Plan as Adopted by Avidia BankSbera 401(k) Plan as Adopted…$45MSte. Michelle Wine Estates Ltd. 401(k) PlanSte. Michelle Wine Estates L…$45MRadiology Associates of Central Florida, P.L. 401(k) Plan and TrustRadiology Associates of Cent…$45MCalifornia Masonic Retirement Plan IICalifornia Masonic Retiremen…$45MMithun, Inc. Profit Sharing 401(k) Plan & TrustMithun, Inc. Profit Sharing …$45M
End-of-year total assets ($M) among California Masonic Retirement Plan II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$45M
Net Income$8M
Employer EIN940487790
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grand Lodge of F&a Masons of Ca & Related Entities)

Sponsor-wide plan assets over time

All Grand Lodge of F&a Masons of Ca & Related Entities plans reported in each filing year

Latest sponsor-wide plan assets
$49M 34.813658260627214% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.4M $49.1M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 555 $36M
2023 1 566 $45M
2024 1 611 $49M

Nearby 401(k) Plans in California

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

California Masonic Retirement Plan II vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Masonic Retirement Plan II, Total assets ($B): 0.044862728 · Participants: 566California Masonic Retirement Plan IIWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
California Masonic Retirement Plan II vs. nearby 401(k) plans in California, assets vs. participants
Compare California Masonic Retirement Plan II side-by-side with 3 peers →

California Masonic Retirement Plan II's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Radiology Associates of Central Florida, P.L. 401(k) Plan and Trust in FL ($45M); by covered participants it is Jet Linx Aviation, LLC 401(k) Plan in NE (566 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (566 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 California Masonic Retirement Plan II assets move in 2023? ▼
California Masonic Retirement Plan II grew sharply - up 23.3% during 2023, from $36M to $45M. Reported net income was $8M.
How have Grand Lodge of F&a Masons of Ca & Related Entities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grand Lodge of F&a Masons of Ca & Related Entities's sponsor-wide assets grew 34.8%, from $36M to $49M.
Where does California Masonic Retirement Plan II rank by assets among Form 5500 filers? ▼
California Masonic Retirement Plan II ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to California Masonic Retirement Plan II? ▼
Among 401(k) plans in other states, the closest by assets is Radiology Associates of Central Florida, P.L. 401(k) Plan and Trust in FL ($45M, 230 participants).
Which 401(k) plans cover a similar participant headcount to California Masonic Retirement Plan II? ▼
Among 401(k) plans in other states, the closest by covered participants is Jet Linx Aviation, LLC 401(k) Plan in NE (566 participants, $30M 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 940487790.

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.