401(k) · DOL Form 5500 · 2023

The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
646
Participants Below avg headcount
77th
Percentile by assets National rank
$39,239
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wisconsin Masons 401(k) Plan and Trust · Sponsored by The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust · Wisconsin · Finance & Insurance

$25M in assets, 646 participants

The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust's Wisconsin Masons 401(k) Plan and Trust reported $25M in total assets and 646 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,717 in Finance & Insurance (8,869 peers)

Where Wisconsin Masons 401(k) Plan and Trust sits by assets

Wisconsin Masons 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $25M for 646 participants (~$39,239/participant), up 10.2% in 2023.

#5,717
in Finance & Insurance (8,869 peers)
+10.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Wisconsin Masons 401(k) Plan and Trust's outsized position by total assets

Wisconsin Masons 401(k) Plan and Trust vs every filed plan by assets

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

$25,348,347 Top 23% higher than 77% 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

Wisconsin Masons 401(k) Plan and Trust 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. Wisconsin Masons 401(k) Plan and Trust sits mid-pack in the medium band (646 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wisconsin Masons 401(k) Plan and Trust reported net income rose from -$694K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wisconsin Masons 401(k) Plan and Trust end-of-year assets rose from $23M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Wisconsin Masons 401(k) Plan and Trust reported participants rose from 622 in the plan year 2022 filing to 646 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 392008571 · The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust PY 2023 · 401(k)

Wisconsin Masons 401(k) Plan and Trust · $25M · 646 · 77th

  • ASSETS $25M
  • ASSETS 646
  • ASSETS 77th
  • ASSETS 401(k)
  • ASSETS near C.M. Capital Corporation 401(k) Plan
  • ASSETS ind #5717

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Wisconsin Masons 401(k) Plan and Trust in the asset neighbourhood

Wisconsin Masons 401(k) Plan and TrustWisconsin Masons 401(k) Plan…$25MC.M. Capital Corporation 401(k) PlanC.M. Capital Corporation 401…$25MUnited Bankers' Bancorporation, Inc. 401(k) Savings PlanUnited Bankers' Bancorporati…$25MMadden Contracting 401(k) PlanMadden Contracting 401(k) Pl…$25MSmc3 401(k) Plan$25M
End-of-year total assets ($M) among Wisconsin Masons 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN392008571
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust)

Sponsor-wide plan assets over time

All The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust plans reported in each filing year

Latest sponsor-wide plan assets
$27M 18.482441923989104% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $23M $27.3M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 622 $23M
2023 1 646 $25M
2024 1 680 $27M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wisconsin Masons 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Wisconsin Masons 401(k) Plan and Trust, Total assets ($B): 0.025348347 · Participants: 646Wisconsin Masons 401(k) Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Wisconsin Masons 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Wisconsin Masons 401(k) Plan and Trust side-by-side with 3 peers →

Wisconsin Masons 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is C.M. Capital Corporation 401(k) Plan in CA ($25M); by covered participants it is Suburban Home Health Care Services Group Retirement Plan in MA (646 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (646 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 Wisconsin Masons 401(k) Plan and Trust assets move in 2023? ▼
Wisconsin Masons 401(k) Plan and Trust grew at a solid clip - up 10.2% during 2023, from $23M to $25M. Reported net income was $2M.
How have The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust's sponsor-wide assets grew 18.5%, from $23M to $27M.
Where does Wisconsin Masons 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Wisconsin Masons 401(k) Plan and Trust ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wisconsin Masons 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is C.M. Capital Corporation 401(k) Plan in CA ($25M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Wisconsin Masons 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Suburban Home Health Care Services Group Retirement Plan in MA (646 participants, $13M 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 392008571.

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.