401(k) · DOL Form 5500 · 2023

Mason Companies, Inc 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
652
Participants Below avg headcount
86th
Percentile by assets National rank
$80,874
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mason Companies Retirement and Savings Plan · Sponsored by Mason Companies, Inc · Wisconsin · Manufacturing

$53M in assets, 652 participants

Mason Companies, Inc's Mason Companies Retirement and Savings Plan reported $53M in total assets and 652 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,946 in Manufacturing (18,722 peers)

Where Mason Companies Retirement and Savings Plan sits by assets

Mason Companies Retirement and Savings Plan sits in the top quartile of all filed plans by assets, $53M for 652 participants (~$80,874/participant), up 5.4% in 2023.

#14,946
in Manufacturing (18,722 peers)
+5.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Mason Companies Retirement and Savings Plan's outsized position by total assets

Mason Companies Retirement and Savings Plan vs every filed plan by assets

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

$52,729,557 Top 14% higher than 86% 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 Companies Retirement and 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. Mason Companies Retirement and Savings Plan sits mid-pack in the medium band (652 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mason Companies Retirement and Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mason Companies Retirement and Savings Plan end-of-year assets rose from $50M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Mason Companies Retirement and Savings Plan reported participants rose from 631 in the plan year 2022 filing to 652 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390455220 · Mason Companies, Inc PY 2023 · 401(k)

Mason Companies Retirement and Savings Plan · $53M · 652 · 86th

  • TYPE $53M
  • TYPE 652
  • TYPE 86th
  • TYPE 401(k)
  • TYPE near Korean Air Lines Co., Ltd. 401(k) Retirement Plan
  • TYPE ind #14946

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 Manufacturing retirement plans → · Plans in Wisconsin →

Mason Companies Retirement and Savings Plan in the asset neighbourhood

Ironwood Physicians 401(k) PlanIronwood Physicians 401(k) P…$53MCenterline Communications LLC 401(k) Profit Sharing Plan and TrustCenterline Communications LL…$53MMason Companies Retirement and Savings PlanMason Companies Retirement a…$53MKorean Air Lines Co., Ltd. 401(k) Retirement PlanKorean Air Lines Co., Ltd. 4…$53MSesac Rights Management Inc. Savings PlanSesac Rights Management Inc.…$53M
End-of-year total assets ($M) among Mason Companies Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$53M
Net Income$3M
Employer EIN390455220
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mason Companies, Inc)

Sponsor-wide plan assets over time

All Mason Companies, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$53M 6.17234461244329% vs 2022
2024 filing year
$49M$50M$51M$52M$53M$54M 202220232024 $50M $53.1M ▲ +6.2%
Year Plans Participants Total Assets
2022 2 751 $50M
2023 1 652 $53M
2024 1 516 $53M

Nearby 401(k) Plans in Wisconsin

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

Mason Companies Retirement and Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Mason Companies Retirement and Savings Plan, Total assets ($B): 0.052729557 · Participants: 652Mason Companies Retirement and Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Mason Companies Retirement and Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Mason Companies Retirement and Savings Plan side-by-side with 3 peers →

Mason Companies Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Korean Air Lines Co., Ltd. 401(k) Retirement Plan in CA ($53M); by covered participants it is USA Compression 401(k) Plan in TX (652 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (652 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 Companies Retirement and Savings Plan assets move in 2023? ▼
Mason Companies Retirement and Savings Plan grew at a solid clip - up 5.4% during 2023, from $50M to $53M. Reported net income was $3M.
How have Mason Companies, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mason Companies, Inc's sponsor-wide assets grew 6.2%, from $50M to $53M.
Where does Mason Companies Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Mason Companies Retirement and Savings Plan ranks in the 86th 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 Mason Companies Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Korean Air Lines Co., Ltd. 401(k) Retirement Plan in CA ($53M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Mason Companies Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is USA Compression 401(k) Plan in TX (652 participants, $61M 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 390455220.

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.