Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Mason Tenders District Council Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $913M
- Total assets Above avg plan size
- 11,237
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $81,247
- Avg per participant Below avg balance/head
Official DOL plan name: Mason Tenders District Council Annuity Fund · Sponsored by Board of Trustees Mason Tenders District Council Annuity Fund · New York · Construction
$913M in assets, 11,237 participants
Board of Trustees Mason Tenders District Council Annuity Fund's Mason Tenders District Council Annuity Fund reported $913M in total assets and 11,237 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,898 in Construction (9,030 peers)
Coverage in New York
Mason Tenders District Council Annuity Fund covers 11,237 participants in New York, 14x the typical New York plan (state average ~798 per filing). Assets: $913M.
- #8,898
- in Construction (9,030 peers)
- +9.1%
- assets growth YoY
- 9.2×
- vs typical plan assets (national mean)
Mason Tenders District Council Annuity Fund's outsized position by total assets
Mason Tenders District Council Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$912,972,009 Top 2% higher than 98% 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
Mason Tenders District Council Annuity Fund's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mason Tenders District Council Annuity Fund is a mega filing (11,237 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mason Tenders District Council Annuity Fund reported net income rose from -$96M in the plan year 2022 filing to $70M in the plan year 2023 filing.
- Mason Tenders District Council Annuity Fund end-of-year assets rose from $837M in the plan year 2022 filing to $913M in the plan year 2023 filing.
- Mason Tenders District Council Annuity Fund reported participants rose from 11,072 in the plan year 2022 filing to 11,237 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 136358540 · Board of Trustees Mason Tenders District Council Annuity Fund PY 2023 · Profit Sharing
Mason Tenders District Council Annuity Fund · $913M · 11,237 · 98th
- EBSA $913M
- EBSA 11,237
- EBSA 98th
- EBSA Profit Sharing
- EBSA near Allina 403(b) Retirement Savings Plan
- EBSA ind #8898
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 New York →
Mason Tenders District Council Annuity Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $837M |
|---|---|
| Net Assets (End of Year) | $898M |
| Net Income | $70M |
| Employer EIN | 136358540 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Mason Tenders District Council Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Mason Tenders District Council Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $944M 12.830625266454595% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11,072 | $837M |
| 2023 | 1 | 11,237 | $913M |
| 2024 | 1 | 11,824 | $944M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Rochester Regional Health 403(b) Defined Contribution Plan $861M · 15,433
Scale composition for Mason Tenders District Council Annuity Fund
Mason Tenders District Council Annuity Fund reports $913M in end-of-year assets across 11,237 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $81,247 per participant (59% of the national average assets-per-participant) . Net income for plan year 2023 was $70M.
This plan identity (EIN 136358540, plan #076) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $837M to $944M (+12.8%) while covered participants moved from 11,072 to 11,824 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,072 | $837M | Open filing |
| 2023 | 11,237 | $913M | This page |
| 2024 · index core | 11,824 | $944M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Mason Tenders District Council Annuity Fund (Profit Sharing, $944M, 11,824 participants)
Mason Tenders District Council Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Allina 403(b) Retirement Savings Plan in MN ($906M); by covered participants it is Sutter Health Retirement Income Plan in CA (11,232 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($913M here).
- Allina 403(b) Retirement Savings Plan (MN) $906M · 9,417
- The Defined Contribution Plan of the Methodist Hospital (TX) $923M · 29,678
- Cedars-Sinai Health System Defined Contribution (CA) $930M · 11,354
- The Emory Clinic, Inc. Retirement Savings Plan (GA) $875M · 2,588
Similar participant headcount
Nearest other-state filings by covered participants (11,237 participants); asset peers above are excluded.
- Sutter Health Retirement Income Plan (CA) 11,232 · 5 off
- Legacy Health Defined Contribution Retirement Plan (OR) 11,313 · 76 off
- Presbyterian Healthcare Services 401(a) Plan (NM) 11,386 · 149 off
- Multicare Health System Retirement Account Plan (WA) 11,441 · 204 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.