401(k) · DOL Form 5500 · 2024

Minnesota Masonic Charities 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
425
Participants Below avg headcount
79th
Percentile by assets National rank
$77,704
Avg per participant Below avg balance/head
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Official DOL plan name: Minnesota Masonic Charities 401(k) Plan · Sponsored by Minnesota Masonic Charities · Minnesota · Healthcare & Social Assistance

$33M in assets, 425 participants

Minnesota Masonic Charities's Minnesota Masonic Charities 401(k) Plan reported $33M in total assets and 425 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,860 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Minnesota Masonic Charities 401(k) Plan covers 425 participants in Minnesota, about 38% of the average Minnesota filer (state average ~1,126 per filing). Assets: $33M.

#13,860
in Healthcare & Social Assistance (16,916 peers)
+8.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Minnesota Masonic Charities 401(k) Plan's outsized position by total assets

Minnesota Masonic Charities 401(k) Plan vs every filed plan by assets

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

$33,024,058 Top 21% higher than 79% 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

Minnesota Masonic Charities 401(k) 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. Minnesota Masonic Charities 401(k) Plan sits mid-pack in the medium band (425 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Minnesota Masonic Charities 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Minnesota Masonic Charities 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 411495325 · Minnesota Masonic Charities PY 2024 · 401(k)

Minnesota Masonic Charities 401(k) Plan · $33M · 425 · 79th

  • EOY $33M
  • EOY 425
  • EOY 79th
  • EOY 401(k)
  • EOY near Mayfran International, Inc. Retirement Savings Plan
  • EOY ind #13860

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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →

Minnesota Masonic Charities 401(k) Plan in the asset neighbourhood

Kampgrounds of America, Inc. Salary Reduction Profit Sharing Plan & TrustKampgrounds of America, Inc.…$33MMinnesota Masonic Charities 401(k) PlanMinnesota Masonic Charities …$33MMayfran International, Inc. Retirement Savings PlanMayfran International, Inc. …$33MBrooks Equipment Company 401(k) PlanBrooks Equipment Company 401…$33MThe Guardian Foundation, Inc. Retirement PlanThe Guardian Foundation, Inc…$33M
End-of-year total assets ($M) among Minnesota Masonic Charities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN411495325
Plan Effective Date1999-03-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Minnesota Masonic Charities)

Sponsor-wide plan assets over time

All Minnesota Masonic Charities plans reported in each filing year

Latest sponsor-wide plan assets
$33M 28.98786186667887% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.6M $33M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 454 $26M
2023 1 424 $30M
2024 1 425 $33M

Nearby 401(k) Plans in Minnesota

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

Minnesota Masonic Charities 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Minnesota Masonic Charities 401(k) Plan, Total assets ($B): 0.033024058 · Participants: 425Minnesota Masonic Charities 401(k) 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
Minnesota Masonic Charities 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Minnesota Masonic Charities 401(k) Plan side-by-side with 3 peers →

Minnesota Masonic Charities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Mayfran International, Inc. Retirement Savings Plan in OH ($33M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (425 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 Minnesota Masonic Charities 401(k) Plan assets move in 2024? ▼
Minnesota Masonic Charities 401(k) Plan grew at a solid clip - up 8.4% during 2024, from $30M to $33M. Reported net income was $3M.
How have Minnesota Masonic Charities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Minnesota Masonic Charities's sponsor-wide assets grew 29.0%, from $26M to $33M.
Where does Minnesota Masonic Charities 401(k) Plan rank by assets among Form 5500 filers? ▼
Minnesota Masonic Charities 401(k) Plan ranks in the 79th 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 Minnesota Masonic Charities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mayfran International, Inc. Retirement Savings Plan in OH ($33M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Minnesota Masonic Charities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (425 participants, $2M 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 411495325.

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.