401(k) · DOL Form 5500 · 2024

Mason Brothers Company 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
237
Participants Below avg headcount
71st
Percentile by assets National rank
$88,894
Avg per participant Below avg balance/head
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Official DOL plan name: Mason Brothers 401(k) Profit Sharing Plan · Sponsored by Mason Brothers Company · Minnesota · Wholesale Trade

$21M in assets, 237 participants

Mason Brothers Company's Mason Brothers 401(k) Profit Sharing Plan reported $21M in total assets and 237 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,111 in Wholesale Trade (6,080 peers)

Coverage in Minnesota

Mason Brothers 401(k) Profit Sharing Plan covers 237 participants in Minnesota, about 21% of the average Minnesota filer (state average ~1,126 per filing). Assets: $21M.

#4,111
in Wholesale Trade (6,080 peers)
+4.0%
assets growth YoY

Mason Brothers 401(k) Profit Sharing Plan's outsized position by total assets

Mason Brothers 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,067,774 Top 29% higher than 71% of 123,620 filed plans

This plan $0 $2,050,000,000 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 2024

Mason Brothers 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mason Brothers 401(k) Profit Sharing Plan sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mason Brothers 401(k) Profit Sharing Plan reported participants fell from 256 in the plan year 2023 filing to 237 in the plan year 2024 filing.
  • Mason Brothers 401(k) Profit Sharing Plan reported net income rose from $756K in the plan year 2023 filing to $806K in the plan year 2024 filing.
  • Mason Brothers 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410397190 · Mason Brothers Company PY 2024 · 401(k)

Mason Brothers 401(k) Profit Sharing Plan · $21M · 237 · 71st

  • IND $21M
  • IND 237
  • IND 71st
  • IND 401(k)
  • IND near Lyon Management Group, Inc. 401(k) Plan
  • IND ind #4111

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 Minnesota →

Mason Brothers 401(k) Profit Sharing Plan in the asset neighbourhood

Mason Brothers 401(k) Profit Sharing PlanMason Brothers 401(k) Profit…$21MLyon Management Group, Inc. 401(k) PlanLyon Management Group, Inc. …$21MSelf-Help Enterprises Retirement PlanSelf-Help Enterprises Retire…$21MLightbeam Health Solutions 401(k) PlanLightbeam Health Solutions 4…$21MBarkbox, Inc. 401(k) Plan$21M
End-of-year total assets ($M) among Mason Brothers 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$806K
Employer EIN410397190
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mason Brothers Company)

Sponsor-wide plan assets over time

All Mason Brothers Company plans reported in each filing year

Latest sponsor-wide plan assets
$21M 8.008870890179413% vs 2022
2024 filing year
$19M$19.5M$20M$20.5M$21M$21.5M 202220232024 $19.5M $21.1M ▲ +8.0%
Year Plans Participants Total Assets
2022 1 262 $20M
2023 1 256 $20M
2024 1 237 $21M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mason Brothers 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Mason Brothers 401(k) Profit Sharing Plan, Total assets ($B): 0.021067774 · Participants: 237Mason Brothers 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Mason Brothers 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Mason Brothers 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mason Brothers 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Lyon Management Group, Inc. 401(k) Plan in CA ($21M); by covered participants it is Mesa Global 401(k) Retirement Plan in NC (237 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (237 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mason Brothers 401(k) Profit Sharing Plan assets move in 2024? ▼
Mason Brothers 401(k) Profit Sharing Plan edged up modestly - up 4.0% during 2024, from $20M to $21M. Reported net income was $806K.
How have Mason Brothers Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mason Brothers Company's sponsor-wide assets grew 8.0%, from $20M to $21M.
Which 401(k) plans are similar in size to Mason Brothers 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lyon Management Group, Inc. 401(k) Plan in CA ($21M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Mason Brothers 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Global 401(k) Retirement Plan in NC (237 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410397190.

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.