401(k) · DOL Form 5500 · 2024

The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
237
Participants Below avg headcount
46th
Percentile by assets National rank
$26,604
Avg per participant Low balance/head
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Official DOL plan name: North Carolina Masonic Group Retirement Plan · Sponsored by The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina · North Carolina · Other Services

$6M in assets, 237 participants

The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina's North Carolina Masonic Group Retirement Plan reported $6M in total assets and 237 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,200 in Other Services (7,719 peers)

Coverage in North Carolina

North Carolina Masonic Group Retirement Plan covers 237 participants in North Carolina, about 29% of the average North Carolina filer (state average ~819 per filing). Assets: $6M.

#5,200
in Other Services (7,719 peers)
+5.7%
assets growth YoY

North Carolina Masonic Group Retirement Plan's mid-pack asset rank among Other Services and all filers

North Carolina Masonic Group Retirement Plan vs every filed plan by assets

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

$6,305,240 46th percentile higher than 46% 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

North Carolina Masonic Group Retirement 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. North Carolina Masonic Group Retirement Plan sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Carolina Masonic Group Retirement Plan reported net income fell from $815K in the plan year 2023 filing to $340K in the plan year 2024 filing.
  • North Carolina Masonic Group Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • North Carolina Masonic Group Retirement Plan reported participants fell from 242 in the plan year 2023 filing to 237 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 560228750 · The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina PY 2024 · 401(k)

North Carolina Masonic Group Retirement Plan · $6M · 237 · 46th

  • VS-ST $6M
  • BOY 237
  • SCH 46th
  • EBSA 401(k)
  • PART near Levlad, LLC Profit Sharing Plan
  • TYPE ind #5200

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 Other Services retirement plans → · Plans in North Carolina →

North Carolina Masonic Group Retirement Plan in the asset neighbourhood

North Carolina Masonic Group Retirement PlanNorth Carolina Masonic Group…$6MLevlad, LLC Profit Sharing PlanLevlad, LLC Profit Sharing P…$6MD.W. Lift Sales, Inc. 401(k) PlanD.W. Lift Sales, Inc. 401(k)…$6MEmployee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart ToyotaEmployee Benefit Plan of Ste…$6MHawthorne Foundation, Inc, 403(b) Tda PlanHawthorne Foundation, Inc, 4…$6M
End-of-year total assets ($M) among North Carolina Masonic Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$340K
Employer EIN560228750
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina)

Sponsor-wide plan assets over time

All The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina plans reported in each filing year

Latest sponsor-wide plan assets
$6M 22.43755048778972% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.15M $6.31M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 208 $5M
2023 1 242 $6M
2024 1 237 $6M

Nearby 401(k) Plans in North Carolina

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

North Carolina Masonic Group Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants North Carolina Masonic Group Retirement Plan, Total assets ($B): 0.00630524 · Participants: 237North Carolina Masonic Group Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
North Carolina Masonic Group Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare North Carolina Masonic Group Retirement Plan side-by-side with 3 peers →

North Carolina Masonic Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Levlad, LLC Profit Sharing Plan in CA ($6M); by covered participants it is Trax 401(k) Plan in MA (237 participants). Same-state nearby plans are listed separately above.

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 North Carolina Masonic Group Retirement Plan assets move in 2024? ▼
North Carolina Masonic Group Retirement Plan grew at a solid clip - up 5.7% during 2024, from $6M to $6M. Reported net income was $340K.
How have The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Grand Lodge of Ancient, Free and Accepted Masons of North Carolina's sponsor-wide assets grew 22.4%, from $5M to $6M.
Which 401(k) plans are similar in size to North Carolina Masonic Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Levlad, LLC Profit Sharing Plan in CA ($6M, 61 participants).
Which 401(k) plans cover a similar participant headcount to North Carolina Masonic Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trax 401(k) Plan in MA (237 participants, $7M 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 560228750.

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.