401(k) · DOL Form 5500 · 2023
Robert E. Mason & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 325
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $210,072
- Avg per participant Above avg balance/head
Official DOL plan name: Robert E. Mason & Associates, Inc. Profit Sharing Plan · Sponsored by Robert E. Mason & Associates, Inc. · North Carolina · Wholesale Trade
$68M in assets, 325 participants
Robert E. Mason & Associates, Inc.'s Robert E. Mason & Associates, Inc. Profit Sharing Plan reported $68M in total assets and 325 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #5,684 in Wholesale Trade (6,309 peers)
Coverage in North Carolina
Robert E. Mason & Associates, Inc. Profit Sharing Plan covers 325 participants in North Carolina, about 40% of the average North Carolina filer (state average ~819 per filing). Assets: $68M.
- #5,684
- in Wholesale Trade (6,309 peers)
- +28.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Robert E. Mason & Associates, Inc. Profit Sharing Plan's outsized position by total assets
Robert E. Mason & Associates, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$68,273,493 Top 12% higher than 88% 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
Robert E. Mason & Associates, Inc. Profit Sharing Plan 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. Robert E. Mason & Associates, Inc. Profit Sharing Plan sits mid-pack in the medium band (325 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert E. Mason & Associates, Inc. Profit Sharing Plan reported net income rose from $6M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Robert E. Mason & Associates, Inc. Profit Sharing Plan end-of-year assets rose from $53M in the plan year 2022 filing to $68M in the plan year 2023 filing.
- Robert E. Mason & Associates, Inc. Profit Sharing Plan reported participants rose from 302 in the plan year 2022 filing to 325 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 561782982 · Robert E. Mason & Associates, Inc. PY 2023 · 401(k)
Robert E. Mason & Associates, Inc. Profit Sharing Plan · $68M · 325 · 88th
- PCT $68M
- EIN 325
- RANK 88th
- PHOTO 401(k)
- IND near Retirement and Savings Plan for Employees of Plastics Engineering Company
- EOY ind #5684
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 Wholesale Trade retirement plans → · Plans in North Carolina →
Robert E. Mason & Associates, Inc. Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $15M |
| Employer EIN | 561782982 |
| Plan Effective Date | 1970-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert E. Mason & Associates, Inc.)
Sponsor-wide plan assets over time
All Robert E. Mason & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $210M 60.60298405463668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 552 | $131M |
| 2023 | 2 | 598 | $170M |
| 2024 | 2 | 630 | $210M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Robert E. Mason & Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Retirement and Savings Plan for Employees of Plastics Engineering Company in WI ($68M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (325 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
Similar participant headcount
Nearest other-state filings by covered participants (325 participants); asset peers above are excluded.
- Raining Rose, Inc. 401(k) Plan (IA) 325 · 0 off
- 401(k) Plan as Adopted by Westfield Bank (MA) 325 · 0 off
- Neva One 401(k) Plan (NV) 325 · 0 off
- The Corridor Group Holdings, LLC Profit Sharing & 401(k) Plan (KS) 325 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.