Other · DOL Form 5500 · 2023

Masonic Home of Virginia Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
174
Participants Small participant base
51st
Percentile by assets National rank
$41,104
Avg per participant Low balance/head
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Official DOL plan name: Masonic Home of Virginia Employee Benefits Plan · Sponsored by Masonic Home of Virginia · Virginia · Healthcare & Social Assistance

$7M in assets, 174 participants

Masonic Home of Virginia's Masonic Home of Virginia Employee Benefits Plan reported $7M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,046 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Masonic Home of Virginia Employee Benefits Plan covers 174 participants in Virginia, about 22% of the average Virginia filer (state average ~782 per filing). Assets: $7M.

#10,046
in Healthcare & Social Assistance (17,684 peers)
+9.0%
assets growth YoY

Masonic Home of Virginia Employee Benefits Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Masonic Home of Virginia Employee Benefits Plan vs every filed plan by assets

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

$7,152,016 Top 49% higher than 51% 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 Home of Virginia Employee Benefits 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 Home of Virginia Employee Benefits Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Masonic Home of Virginia Employee Benefits Plan reported net income rose from -$1M in the plan year 2022 filing to $593K in the plan year 2023 filing.
  • Masonic Home of Virginia Employee Benefits Plan reported participants rose from 159 in the plan year 2022 filing to 174 in the plan year 2023 filing.
  • Masonic Home of Virginia Employee Benefits Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 540541802 · Masonic Home of Virginia PY 2023 · Other

Masonic Home of Virginia Employee Benefits Plan · $7M · 174 · 51st

  • PART $7M
  • TYPE 174
  • NET 51st
  • BOOK Other
  • VS-ST near Emmaus Homes 403(b) Retirement Plan
  • BOY ind #10046

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 Virginia →

Masonic Home of Virginia Employee Benefits Plan in the asset neighbourhood

Masonic Home of Virginia Employee Benefits PlanMasonic Home of Virginia Emp…$7MEmmaus Homes 403(b) Retirement PlanEmmaus Homes 403(b) Retireme…$7MMinute Man Arc 403b Plan$7M403(b) Thrift Plan - the J$7MAugustine Institute Retirement PlanAugustine Institute Retireme…$7M
End-of-year total assets ($M) among Masonic Home of Virginia Employee Benefits Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$593K
Employer EIN540541802
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Masonic Home of Virginia)

Sponsor-wide plan assets over time

All Masonic Home of Virginia plans reported in each filing year

Latest sponsor-wide plan assets
$8M 21.599916202982723% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.56M $7.98M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 159 $7M
2023 1 174 $7M
2024 1 156 $8M

Nearby Other Plans in Virginia

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

Masonic Home of Virginia Employee Benefits Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Masonic Home of Virginia Employee Benefits Plan, Total assets ($B): 0.007152016 · Participants: 174Masonic Home of Virginia Employee Benefits PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Masonic Home of Virginia Employee Benefits Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Masonic Home of Virginia Employee Benefits Plan side-by-side with 3 peers →

Masonic Home of Virginia Employee Benefits Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Emmaus Homes 403(b) Retirement Plan in MO ($7M); by covered participants it is Kansas City Care Clinic Retirement Plan in MO (174 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Home of Virginia Employee Benefits Plan assets move in 2023? ▼
Masonic Home of Virginia Employee Benefits Plan grew at a solid clip - up 9.0% during 2023, from $7M to $7M. Reported net income was $593K.
How have Masonic Home of Virginia plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Masonic Home of Virginia's sponsor-wide assets grew 21.6%, from $7M to $8M.
Which Other plans are similar in size to Masonic Home of Virginia Employee Benefits Plan? ▼
Among Other plans in other states, the closest by assets is Emmaus Homes 403(b) Retirement Plan in MO ($7M, 635 participants).
Which Other plans cover a similar participant headcount to Masonic Home of Virginia Employee Benefits Plan? ▼
Among Other plans in other states, the closest by covered participants is Kansas City Care Clinic Retirement Plan in MO (174 participants, $4M 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 540541802.

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.