Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Mason Tenders District Council Annuity Fund Profit Sharing Plan
Data updated 2026-08-06
- $913M
- Total assets
- 11,237
- Participants
- 98th
- Percentile by assets
- $81,247
- Avg per participant
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.
- 98th percentile by assets (of 126,618 plans)
- #8,861 in Construction (8,993 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 ~795 per filing). Assets: $913M.
- $913M
- total plan assets (2023 EOY)
- 11,237
- covered participants
- 98th
- percentile by assets (of 126,618 plans)
- $81,247
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Mason Tenders District Council Annuity Fund reports 11,237 participants - 14x that state average ($913M EOY assets).
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)
| 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.
Mason Tenders District Council Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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 (0.008% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.013% of 89,805,449 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Mason Tenders District Council Annuity Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Mason Tenders District Council Annuity Fund assets move in 2023? ▼
How have Board of Trustees Mason Tenders District Council Annuity Fund plan assets changed over time? ▼
Where does Mason Tenders District Council Annuity Fund rank by assets among Form 5500 filers? ▼
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Next read for Mason Tenders District Council Annuity F…
Filing takeaways
Ways to act on Mason Tenders District Council Annuity Fund's numbers.
- By total assets, Mason Tenders District Council Annuity Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Board of Trustees Mason Tenders District Council Annuity Fund's sponsor-wide assets have grown 12.8% since 2022 across 3 plan years on file. More Construction plans