Money Purchase · DOL Form 5500 · 2023
Massachusetts Bricklayers & Masons Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $263M
- Total assets Near avg plan size
- 2,120
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $124,004
- Avg per participant Near avg balance/head
Official DOL plan name: Massachusetts Bricklayers & Masons Annuity Fund · Sponsored by Massachusetts Bricklayers & Masons Annuity Fund · Massachusetts · Construction
$263M in assets, 2,120 participants
Massachusetts Bricklayers & Masons Annuity Fund's Massachusetts Bricklayers & Masons Annuity Fund reported $263M in total assets and 2,120 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,570 in Construction (9,030 peers)
Coverage in Massachusetts
Massachusetts Bricklayers & Masons Annuity Fund covers 2,120 participants in Massachusetts, 3.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $263M.
- #8,570
- in Construction (9,030 peers)
- +10.9%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Massachusetts Bricklayers & Masons Annuity Fund's outsized position by total assets
Massachusetts Bricklayers & Masons Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$262,889,367 Top 4% higher than 96% 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
Massachusetts Bricklayers & Masons Annuity Fund'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. Massachusetts Bricklayers & Masons Annuity Fund lands in the large band (2,120 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Massachusetts Bricklayers & Masons Annuity Fund reported net income rose from -$9M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Massachusetts Bricklayers & Masons Annuity Fund end-of-year assets rose from $237M in the plan year 2022 filing to $263M in the plan year 2023 filing.
- Massachusetts Bricklayers & Masons Annuity Fund reported participants fell from 2,170 in the plan year 2022 filing to 2,120 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 046375393 · Massachusetts Bricklayers & Masons Annuity Fund PY 2023 · Money Purchase
Massachusetts Bricklayers & Masons Annuity Fund · $263M · 2,120 · 96th
- NET $263M
- BOOK 2,120
- VS-ST 96th
- BOY Money Purchase
- SCH near Local Union No 306 IBEW Pension Annuity Plan
- EBSA ind #8570
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 Construction retirement plans → · Plans in Massachusetts →
Massachusetts Bricklayers & Masons Annuity Fund in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $237M |
|---|---|
| Net Assets (End of Year) | $263M |
| Net Income | $26M |
| Employer EIN | 046375393 |
| Plan Effective Date | 1973-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Massachusetts Bricklayers & Masons Annuity Fund)
Sponsor-wide plan assets over time
All Massachusetts Bricklayers & Masons Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $273M 15.302919272832616% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,170 | $237M |
| 2023 | 1 | 2,120 | $263M |
| 2024 | 1 | 2,114 | $273M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Massachusetts Bricklayers & Masons Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Local Union No 306 IBEW Pension Annuity Plan in OH ($263M); by covered participants it is Noblis, Inc. Qualified Retirement Plan in VA (2,122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($263M here).
- Local Union No 306 IBEW Pension Annuity Plan (OH) $263M · 1,121
- Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan (CA) $265M · 353
- The Legal Aid Society Staff Attorneys Pension Plan (NY) $265M · 1,086
- Arkansas Chapter NECA-IBEW Retirement Plan (AR) $265M · 1,178
Similar participant headcount
Nearest other-state filings by covered participants (2,120 participants); asset peers above are excluded.
- Noblis, Inc. Qualified Retirement Plan (VA) 2,122 · 2 off
- Cement Masons' Local 502 and Plasterers' Area 5 an (IL) 2,127 · 7 off
- Money Purchase Pension Plan of Wake Forest University Health Sciences (NC) 2,131 · 11 off
- University Physicians & Surgeons, Inc. 401(a) Tiaa-Cref Retirement Plan (WV) 2,135 · 15 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.