401(k) · DOL Form 5500 · 2023

Robert E. Mason & Associates, Inc. 401(k) Plan

Data updated 2026-08-11

$68M
Total assets
325
Participants
88th
Percentile by assets
$210,072
Avg per participant
PlainRetire home → About this data

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.

  • 88th percentile by assets (of 127,072 plans)
  • #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.

$68M
total plan assets (2023 EOY)
325
covered participants
88th
percentile by assets (of 127,072 plans)
$210,072
avg assets per participant

Where Robert E. Mason & Associates, Inc. Profit Sharing Plan sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

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.

See the national 2022→2023 release diff →

State
North Carolina
Industry
Wholesale Trade

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Robert E. Mason & Associates, Inc. Profit Sharing Plan reports 325 participants - about 40% of that state average ($68M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$68M
Net Income$15M
Employer EIN561782982
Plan Effective Date1970-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert E. Mason & Associates, Inc.)

$100M$150M$200M$250M 202220232024 $131M $210M ▲ +60.6%
Total plan assets by year, all Robert E. Mason & Associates, Inc. plans on file
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.

Robert E. Mason & Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Robert E. Mason & As…, Total assets ($B): 0.068273493 · Participants: 325Robert E. Mason & As…The Bank of America …, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Cor…Nucor Corporation Pr…, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Pr…
Robert E. Mason & Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Robert E. Mason & Associates, Inc. Profi… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Robert E. Mason & Associates, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Robert E. Mason & Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Robert E. Mason & Associates, Inc. Profit Sharing Plan grew sharply - up 28.0% during 2023, from $53M to $68M. Reported net income was $15M.
How have Robert E. Mason & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert E. Mason & Associates, Inc.'s sponsor-wide assets grew 60.6%, from $131M to $210M.
Where does Robert E. Mason & Associates, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Robert E. Mason & Associates, Inc. Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Robert E. Mason & Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement and Savings Plan for Employees of Plastics Engineering Company in WI ($68M, 230 participants).

Next read for Robert E. Mason & Associates, Inc. Profi…

Filing takeaways

Ways to act on Robert E. Mason & Associates, Inc. Profit Sharing Plan's numbers.

  • By total assets, Robert E. Mason & Associates, Inc. Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
  • Robert E. Mason & Associates, Inc.'s sponsor-wide assets have grown 60.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 561782982.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.