Other · DOL Form 5500 · 2023
Masonic Villages of the Grand Lodge of Pennsylvania Retirement Plan
Data updated 2026-08-25
- $152M
- Total assets Near avg plan size
- 2,136
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $71,212
- Avg per participant Below avg balance/head
Official DOL plan name: Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan · Sponsored by Masonic Villages of the Grand Lodge of Pennsylvania · Pennsylvania · Administrative & Support Services
$152M in assets, 2,136 participants
Masonic Villages of the Grand Lodge of Pennsylvania's Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan reported $152M in total assets and 2,136 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #4,235 in Administrative & Support Services (4,372 peers)
Coverage in Pennsylvania
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan covers 2,136 participants in Pennsylvania, 2.6x the typical Pennsylvania plan (state average ~822 per filing). Assets: $152M.
- #4,235
- in Administrative & Support Services (4,372 peers)
- +15.1%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan's outsized position by total assets
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$152,107,885 Top 6% higher than 94% 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 Villages of the Grand Lodge of Pennsylvania 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan lands in the large band (2,136 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan reported net income rose from -$21M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan end-of-year assets rose from $132M in the plan year 2022 filing to $152M in the plan year 2023 filing.
- Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan reported participants fell from 2,216 in the plan year 2022 filing to 2,136 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 230846955 · Masonic Villages of the Grand Lodge of Pennsylvania PY 2023 · Other
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan · $152M · 2,136 · 94th
- RANK $152M
- PHOTO 2,136
- IND 94th
- EOY Other
- 5500 near Sinai Health System Consolidated 403(b) Plan
- ASSETS ind #4235
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 Administrative & Support Services retirement plans → · Plans in Pennsylvania →
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $132M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | $20M |
| Employer EIN | 230846955 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Masonic Villages of the Grand Lodge of Pennsylvania)
Sponsor-wide plan assets over time
All Masonic Villages of the Grand Lodge of Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $165M 24.84867244311845% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,216 | $132M |
| 2023 | 1 | 2,136 | $152M |
| 2024 | 1 | 2,272 | $165M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Sinai Health System Consolidated 403(b) Plan in IL ($152M); by covered participants it is Citizens Memorial Health Care System Matched Savings Plan in MO (2,136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($152M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,136 participants); asset peers above are excluded.
- Citizens Memorial Health Care System Matched Savings Plan (MO) 2,136 · 0 off
- Melrosewakefield Healthcare 403(b) Plan (MA) 2,140 · 4 off
- Tidelands Health 403(b) Retirement Savings Plan (SC) 2,141 · 5 off
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan (NJ) 2,128 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.