Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Mason Tenders District Council Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $944M
- Total assets Above avg plan size
- 11,824
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $79,865
- 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
$944M in assets, 11,824 participants
Board of Trustees Mason Tenders District Council Annuity Fund's Mason Tenders District Council Annuity Fund reported $944M in total assets and 11,824 participants in its 2024 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.
- #8,893 in Construction (9,039 peers)
Coverage in New York
Mason Tenders District Council Annuity Fund covers 11,824 participants in New York, 15x the typical New York plan (state average ~798 per filing). Assets: $944M.
- #8,893
- in Construction (9,039 peers)
- +3.4%
- assets growth YoY
- 9.5×
- 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 2024 · DOL Form 5500
$944,320,888 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mason Tenders District Council Annuity Fund's mega-plan peer group by participant headcount
Plan-year 2024 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 (11,824 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mason Tenders District Council Annuity Fund reported net income fell from $70M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Mason Tenders District Council Annuity Fund reported participants rose from 11,237 in the plan year 2023 filing to 11,824 in the plan year 2024 filing.
- Mason Tenders District Council Annuity Fund end-of-year assets rose from $913M in the plan year 2023 filing to $944M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 136358540 · Board of Trustees Mason Tenders District Council Annuity Fund PY 2024 · Profit Sharing
Mason Tenders District Council Annuity Fund · $944M · 11,824 · 98th
- SCH $944M
- EBSA 11,824
- PART 98th
- TYPE Profit Sharing
- NET near Dana-Farber Cancer Institute Retirement Plan
- BOOK ind #8893
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) | $913M |
|---|---|
| Net Assets (End of Year) | $932M |
| Net Income | $34M |
| 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 $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Scale composition for Mason Tenders District Council Annuity Fund
Mason Tenders District Council Annuity Fund reports $944M in end-of-year assets across 11,824 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $79,865 per participant (58% of the national average assets-per-participant) . Net income for plan year 2024 was $34M.
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 | Open filing |
| 2024 · index core | 11,824 | $944M | This page |
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 Dana-Farber Cancer Institute Retirement Plan in MA ($930M); by covered participants it is Presbyterian Healthcare Services 401(a) Plan in NM (11,854 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($944M here).
- Dana-Farber Cancer Institute Retirement Plan (MA) $930M · 5,518
- I.a.M. National Plan (DC) $972M · 33,236
- Allina 403(b) Retirement Savings Plan (MN) $902M · 8,757
- Aspirus, Inc. Retirement Plan (WI) $893M · 10,194
Similar participant headcount
Nearest other-state filings by covered participants (11,824 participants); asset peers above are excluded.
- Presbyterian Healthcare Services 401(a) Plan (NM) 11,854 · 30 off
- Multicare Health System Retirement Account Plan (WA) 11,865 · 41 off
- Legacy Health Defined Contribution Retirement Plan (OR) 12,025 · 201 off
- Operating Engineers Local #49 Defined Contribution Plan (MN) 11,456 · 368 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.