Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of Wisconsin Masons Pension Fund Pension Plan
Data updated 2026-08-25
- $301M
- Total assets Above avg plan size
- 1,057
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $285,173
- Avg per participant High balance/head
Official DOL plan name: Wisconsin Masons Pension Fund · Sponsored by Board of Trustees of Wisconsin Masons Pension Fund · Wisconsin · Construction
$301M in assets, 1,057 participants
Board of Trustees of Wisconsin Masons Pension Fund's Wisconsin Masons Pension Fund reported $301M in total assets and 1,057 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.
- #8,618 in Construction (9,030 peers)
Where Wisconsin Masons Pension Fund sits by assets
Wisconsin Masons Pension Fund sits in the top 5% of all filed plans by assets, $301M for 1,057 participants (~$285,173/participant), up 14.9% in 2023.
- #8,618
- in Construction (9,030 peers)
- +14.9%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Wisconsin Masons Pension Fund's outsized position by total assets
Wisconsin Masons Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$301,428,068 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
Wisconsin Masons Pension 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. Wisconsin Masons Pension Fund lands in the large band (1,057 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wisconsin Masons Pension Fund reported net income rose from -$3M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Wisconsin Masons Pension Fund end-of-year assets rose from $262M in the plan year 2022 filing to $301M in the plan year 2023 filing.
- Wisconsin Masons Pension Fund reported participants rose from 968 in the plan year 2022 filing to 1,057 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 396185238 · Board of Trustees of Wisconsin Masons Pension Fund PY 2023 · Defined Benefit (Pension)
Wisconsin Masons Pension Fund · $301M · 1,057 · 96th
- BOOK $301M
- VS-ST 1,057
- BOY 96th
- SCH Defined Benefit (Pension)
- EBSA near The United Illuminating Company Pension Plan
- PART ind #8618
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 Wisconsin →
Wisconsin Masons Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $262M |
|---|---|
| Net Assets (End of Year) | $301M |
| Net Income | $39M |
| Employer EIN | 396185238 |
| Plan Effective Date | 1970-08-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Wisconsin Masons Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Wisconsin Masons Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $327M 24.662274081698552% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 968 | $262M |
| 2023 | 1 | 1,057 | $301M |
| 2024 | 1 | 1,051 | $327M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
Wisconsin Masons Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is The United Illuminating Company Pension Plan in CT ($301M); by covered participants it is Nyu Langone Hospital-Brooklyn Uft Retirement Plan in NY (1,057 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($301M here).
- The United Illuminating Company Pension Plan (CT) $301M · 169
- Westchester Heavy Construction Laborers Local 60 Pension Fund (NY) $300M · 1,128
- Hilton Hotels Retirement Plan (VA) $303M · 566
- Sparrow Health System Associate Pension Plan A2 (MI) $300M · 796
Similar participant headcount
Nearest other-state filings by covered participants (1,057 participants); asset peers above are excluded.
- Nyu Langone Hospital-Brooklyn Uft Retirement Plan (NY) 1,057 · 0 off
- The Timken-Latrobe-Mpb-Torrington Retirement Plan (OH) 1,056 · 1 off
- Pipe Trades District Council No 36 Pension Trust (CA) 1,061 · 4 off
- Transcanada USA Services Inc. Retirement Plan (TX) 1,051 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.