401(k) · DOL Form 5500 · 2024

Mason Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
516
Participants Below avg headcount
85th
Percentile by assets National rank
$102,905
Avg per participant Below avg balance/head
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Official DOL plan name: Mason Companies Retirement and Savings Plan · Sponsored by Mason Companies, Inc. · Wisconsin · Manufacturing

$53M in assets, 516 participants

Mason Companies, Inc.'s Mason Companies Retirement and Savings Plan reported $53M in total assets and 516 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #13,922 in Manufacturing (17,777 peers)

Where Mason Companies Retirement and Savings Plan sits by assets

Mason Companies Retirement and Savings Plan sits in the top quartile of all filed plans by assets, $53M for 516 participants (~$102,905/participant), up 0.7% in 2024.

#13,922
in Manufacturing (17,777 peers)
+0.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Mason Companies Retirement and Savings Plan's outsized position by total assets

Mason Companies Retirement and Savings Plan vs every filed plan by assets

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

$53,098,896 Top 15% higher than 85% 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 Companies Retirement and Savings 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 Companies Retirement and Savings Plan sits mid-pack in the medium band (516 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mason Companies Retirement and Savings Plan reported net income fell from $3M in the plan year 2023 filing to $369K in the plan year 2024 filing.
  • Mason Companies Retirement and Savings Plan reported participants fell from 652 in the plan year 2023 filing to 516 in the plan year 2024 filing.
  • Mason Companies Retirement and Savings Plan end-of-year assets rose from $53M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390455220 · Mason Companies, Inc. PY 2024 · 401(k)

Mason Companies Retirement and Savings Plan · $53M · 516 · 85th

  • ASSETS $53M
  • PCT 516
  • EIN 85th
  • RANK 401(k)
  • PHOTO near Sunrider International Retirement Savings Plan
  • IND ind #13922

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 Manufacturing retirement plans → · Plans in Wisconsin →

Mason Companies Retirement and Savings Plan in the asset neighbourhood

Mason Companies Retirement and Savings PlanMason Companies Retirement a…$53MSunrider International Retirement Savings PlanSunrider International Retir…$53MEbara Technologies, Inc. 401(k) Savings PlanEbara Technologies, Inc. 401…$53MHafele America Co. Retirement Savings and Profit Sharing PlanHafele America Co. Retiremen…$53MBruce Oakley, Inc. 401(k) Profit Sharing PlanBruce Oakley, Inc. 401(k) Pr…$53M
End-of-year total assets ($M) among Mason Companies Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$53M
Net Income$369K
Employer EIN390455220
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mason Companies, Inc.)

Sponsor-wide plan assets over time

All Mason Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 6.17234461244329% vs 2022
2024 filing year
$49M$50M$51M$52M$53M$54M 202220232024 $50M $53.1M ▲ +6.2%
Year Plans Participants Total Assets
2022 2 751 $50M
2023 1 652 $53M
2024 1 516 $53M

Nearby 401(k) Plans in Wisconsin

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

Mason Companies Retirement and Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Mason Companies Retirement and Savings Plan, Total assets ($B): 0.053098896 · Participants: 516Mason Companies Retirement and Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Mason Companies Retirement and Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Mason Companies Retirement and Savings Plan side-by-side with 3 peers →

Mason Companies Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sunrider International Retirement Savings Plan in CA ($53M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (516 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (516 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 Companies Retirement and Savings Plan assets move in 2024? ▼
Mason Companies Retirement and Savings Plan held essentially flat - up 0.7% during 2024, from $53M to $53M. Reported net income was $369K.
How have Mason Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mason Companies, Inc.'s sponsor-wide assets grew 6.2%, from $50M to $53M.
Where does Mason Companies Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Mason Companies Retirement and Savings Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mason Companies Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunrider International Retirement Savings Plan in CA ($53M, 261 participants).
Which 401(k) plans cover a similar participant headcount to Mason Companies Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (516 participants, $59M 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 390455220.

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.