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

Wisconsin Masons Pension Fund

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

Sponsored by Board of Trustees of Wisconsin Masons Pension Fund · Wisconsin · Construction

What the 2023 filing shows

Wisconsin Masons Pension Fund holds $301M for 1,057 participants — about $285,173 per participant, up 14.9% over the 2023 plan year.

$301M
total plan assets (2023 EOY)
1,057
covered participants
$285,173
avg assets per participant
+14.9%
assets growth YoY
Total Assets (2023)
$301M
Participants
1,057
State
Industry
Construction

What the Filing Says About Wisconsin Masons Pension Fund

Wisconsin Masons Pension Fund is a Defined Benefit (Pension) retirement plan sponsored by Board of Trustees of Wisconsin Masons Pension Fund, headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $301M in total end-of-year assets and covers 1,057 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 396185238, and the plan has been effective since 1970-08-25. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $262M at the beginning of 2023 to $301M at year-end — a gain of 14.9%. Net assets (after liabilities) closed the year at $301M, with reported net income of $39M 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 1 prior plan-year filing 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 — 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)$262M
Total Assets (End of Year)$301M
Net Assets (End of Year)$301M
Net Income$39M
Plan TypeDefined Benefit (Pension)
Employer EIN396185238
Plan Effective Date1970-08-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Wisconsin Masons Pension Fund)

Year Plans Participants Total Assets
2022 1 968 $262M
2023 1 1,057 $301M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Wisconsin Masons Pension Fund?
As of the 2023 Form 5500 filing, Wisconsin Masons Pension Fund holds $301M in total assets with 1,057 participants. It is sponsored by Board of Trustees of Wisconsin Masons Pension Fund.
What type of plan is Wisconsin Masons Pension Fund?
Wisconsin Masons Pension Fund is a Defined Benefit (Pension) plan. It has been effective since 1970-08-25. The plan is filed with the U.S. Department of Labor under EIN 396185238.
Who sponsors the Wisconsin Masons Pension Fund?
Wisconsin Masons Pension Fund is sponsored by Board of Trustees of Wisconsin Masons Pension Fund, located in Wisconsin. The sponsor's EIN is 396185238 and the plan operates in the Construction industry.
How did Wisconsin Masons Pension Fund perform in 2023?
Wisconsin Masons Pension Fund grew by 14.9% during 2023, moving from $262M to $301M in total assets. Net income was $39M.
Where can I find official filings for Wisconsin Masons Pension Fund?
Official Form 5500 filings for Wisconsin Masons Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 396185238 or plan name at efast.dol.gov.
How does Wisconsin Masons Pension Fund compare to other plans?
You can compare Wisconsin Masons Pension Fund against other Defined Benefit (Pension) plans on the plan type page, or view plans in Wisconsin 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) — original filing retrieval by EIN 396185238.

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

Reference: IRS Publication 590-B — 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.