Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Pension Plan of Masonicare Corporation and Its Affiliates

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Masonicare Corporation ยท Connecticut ยท Healthcare & Social Assistance

What the 2023 filing shows

Pension Plan of Masonicare Corporation and Its Affiliates holds $20M for 63 participants - about $320,244 per participant, up 29.8% over the 2023 plan year.

$20M
total plan assets (2023 EOY)
63
covered participants
$320,244
avg assets per participant
+29.8%
assets growth YoY
Total Assets (2023)
$20M
Participants
63
State
Industry
Healthcare & Social Assistance

What the Filing Says About Pension Plan of Masonicare Corporation and Its Affiliates

Pension Plan of Masonicare Corporation and Its Affiliates is a Defined Benefit (Pension) retirement plan sponsored by Masonicare Corporation, headquartered in Connecticut. As of the 2023 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 63 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 061435919, and the plan has been effective since 1966-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2023 to $20M at year-end โ€” a gain of 29.8%. Net assets (after liabilities) closed the year at $20M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$16M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$5M
Plan TypeDefined Benefit (Pension)
Employer EIN061435919
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Masonicare Corporation)

Year Plans Participants Total Assets
2022 2 1,384 $124M
2023 2 1,369 $138M
2024 2 1,339 $126M

Nearby Defined Benefit (Pension) Plans in Connecticut

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Frequently Asked Questions

How much money is in the Pension Plan of Masonicare Corporation and Its Affiliates?
As of the 2023 Form 5500 filing, Pension Plan of Masonicare Corporation and Its Affiliates holds $20M in total assets with 63 participants. It is sponsored by Masonicare Corporation.
What type of plan is Pension Plan of Masonicare Corporation and Its Affiliates?
Pension Plan of Masonicare Corporation and Its Affiliates is a Defined Benefit (Pension) plan. It has been effective since 1966-01-01. The plan is filed with the U.S. Department of Labor under EIN 061435919.
Who sponsors the Pension Plan of Masonicare Corporation and Its Affiliates?
Pension Plan of Masonicare Corporation and Its Affiliates is sponsored by Masonicare Corporation, located in Connecticut. The sponsor's EIN is 061435919 and the plan operates in the Healthcare & Social Assistance industry.
How did Pension Plan of Masonicare Corporation and Its Affiliates perform in 2023?
Pension Plan of Masonicare Corporation and Its Affiliates grew by 29.8% during 2023, moving from $16M to $20M in total assets. Net income was $5M.
Where can I find official filings for Pension Plan of Masonicare Corporation and Its Affiliates?
Official Form 5500 filings for Pension Plan of Masonicare Corporation and Its Affiliates are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 061435919 or plan name at efast.dol.gov.
How does Pension Plan of Masonicare Corporation and Its Affiliates compare to other plans?
You can compare Pension Plan of Masonicare Corporation and Its Affiliates against other Defined Benefit (Pension) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 061435919.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.