Defined Benefit (Pension) · DOL Form 5500 · 2023
Masonic Village at Burlington Pension Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 77
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $235,873
- Avg per participant Above avg balance/head
Official DOL plan name: Masonic Charity Foundation Retirement Income Plan · Sponsored by Masonic Village at Burlington · New Jersey · Healthcare & Social Assistance
$18M in assets, 77 participants
Masonic Village at Burlington's Masonic Charity Foundation Retirement Income Plan reported $18M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #13,347 in Healthcare & Social Assistance (17,684 peers)
Masonic Village at Burlington multi-year trail
Masonic Village at Burlington's plans moved -47.0% in assets from 2022 to 2024; this filing shows Masonic Charity Foundation Retirement Income Plan at $18M / 77 participants.
- #13,347
- in Healthcare & Social Assistance (17,684 peers)
- -6.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Masonic Charity Foundation Retirement Income Plan's outsized position by total assets
Masonic Charity Foundation Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,162,246 Top 29% higher than 71% 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 Charity Foundation Retirement Income Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Masonic Charity Foundation Retirement Income Plan is a small filing (77 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Masonic Charity Foundation Retirement Income Plan reported net income rose from -$4M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Masonic Charity Foundation Retirement Income Plan reported participants fell from 87 in the plan year 2022 filing to 77 in the plan year 2023 filing.
- Masonic Charity Foundation Retirement Income Plan end-of-year assets fell from $19M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 210634536 · Masonic Village at Burlington PY 2023 · Defined Benefit (Pension)
Masonic Charity Foundation Retirement Income Plan · $18M · 77 · 71st
- EOY $18M
- 5500 77
- ASSETS 71st
- PCT Defined Benefit (Pension)
- EIN near Valley Telephone Cooperative, Inc. Defined Benefit Plan
- RANK ind #13347
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 New Jersey →
Masonic Charity Foundation Retirement Income Plan in the asset neighbourhood
Masonic Village at Burlington multi-year asset trail
Sponsor-wide plan assets over time
All Masonic Village at Burlington plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 46.99816778067053% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 481 | $33M |
| 2023 | 2 | 468 | $34M |
| 2024 | 1 | 380 | $17M |
Masonic Village at Burlington filing trail (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$1M |
| Employer EIN | 210634536 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Johnson and Johnson $21.2B · 37,749
- JPMorgan Chase Retirement Plan $16.3B · 90,644
- Nokia Retirement Income Plan $13.9B · 7,492
- The Prudential Merged Retirement Plan $12.2B · 16,230
- Verizon Pension Plan for Associates $10.9B · 23,778
Masonic Charity Foundation Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Valley Telephone Cooperative, Inc. Defined Benefit Plan in TX ($18M); by covered participants it is American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof in IN (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.
- American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof (IN) 77 · 0 off
- Continental Motors UAW Pension Plan (AL) 77 · 0 off
- The Stride Rite Corporation Retirement Income Plan (MI) 77 · 0 off
- Association of Equipment Manufacturers Pension Plan (WI) 77 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.