401(k) · DOL Form 5500 · 2024

Grand Lodge of F&a Masons of Ca & Related Entities 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
611
Participants Below avg headcount
84th
Percentile by assets National rank
$80,283
Avg per participant Below avg balance/head
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Official DOL plan name: California Masonic Retirement Plan II · Sponsored by Grand Lodge of F&a Masons of Ca & Related Entities · California · Other Services

$49M in assets, 611 participants

Grand Lodge of F&a Masons of Ca & Related Entities's California Masonic Retirement Plan II reported $49M in total assets and 611 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,157 in Other Services (7,719 peers)

Where California Masonic Retirement Plan II sits by assets

California Masonic Retirement Plan II sits in the top quartile of all filed plans by assets, $49M for 611 participants (~$80,283/participant), up 9.3% in 2024.

#7,157
in Other Services (7,719 peers)
+9.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

California Masonic Retirement Plan II's outsized position by total assets

California Masonic Retirement Plan II vs every filed plan by assets

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

$49,053,113 Top 16% higher than 84% 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

California Masonic Retirement Plan II 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. California Masonic Retirement Plan II sits mid-pack in the medium band (611 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Masonic Retirement Plan II reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • California Masonic Retirement Plan II end-of-year assets rose from $45M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • California Masonic Retirement Plan II reported participants rose from 566 in the plan year 2023 filing to 611 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 940487790 · Grand Lodge of F&a Masons of Ca & Related Entities PY 2024 · 401(k)

California Masonic Retirement Plan II · $49M · 611 · 84th

  • PART $49M
  • TYPE 611
  • NET 84th
  • BOOK 401(k)
  • VS-ST near Sigmatech, Inc. 401(k) Profit Sharing Plan
  • BOY ind #7157

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 California →

California Masonic Retirement Plan II in the asset neighbourhood

Meduit, LLC 401(k) Retirement PlanMeduit, LLC 401(k) Retiremen…$49MArmed Forces Benefit Association (Afba) 401(k) Incentive Savings PlanArmed Forces Benefit Associa…$49MCalifornia Masonic Retirement Plan IICalifornia Masonic Retiremen…$49MSigmatech, Inc. 401(k) Profit Sharing PlanSigmatech, Inc. 401(k) Profi…$49MIthr 401(k) Plan$49M
End-of-year total assets ($M) among California Masonic Retirement Plan II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$49M
Net Income$4M
Employer EIN940487790
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grand Lodge of F&a Masons of Ca & Related Entities)

Sponsor-wide plan assets over time

All Grand Lodge of F&a Masons of Ca & Related Entities plans reported in each filing year

Latest sponsor-wide plan assets
$49M 34.813658260627214% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $36.4M $49.1M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 555 $36M
2023 1 566 $45M
2024 1 611 $49M

Nearby 401(k) Plans in California

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

California Masonic Retirement Plan II vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants California Masonic Retirement Plan II, Total assets ($B): 0.049053113 · Participants: 611California Masonic Retirement Plan IIGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
California Masonic Retirement Plan II vs. nearby 401(k) plans in California, assets vs. participants
Compare California Masonic Retirement Plan II side-by-side with 3 peers →

California Masonic Retirement Plan II's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sigmatech, Inc. 401(k) Profit Sharing Plan in AL ($49M); by covered participants it is Big Geyser Inc. 401(k) Plan in NY (611 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (611 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 California Masonic Retirement Plan II assets move in 2024? ▼
California Masonic Retirement Plan II grew at a solid clip - up 9.3% during 2024, from $45M to $49M. Reported net income was $4M.
How have Grand Lodge of F&a Masons of Ca & Related Entities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grand Lodge of F&a Masons of Ca & Related Entities's sponsor-wide assets grew 34.8%, from $36M to $49M.
Where does California Masonic Retirement Plan II rank by assets among Form 5500 filers? ▼
California Masonic Retirement Plan II ranks in the 84th 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 California Masonic Retirement Plan II? ▼
Among 401(k) plans in other states, the closest by assets is Sigmatech, Inc. 401(k) Profit Sharing Plan in AL ($49M, 428 participants).
Which 401(k) plans cover a similar participant headcount to California Masonic Retirement Plan II? ▼
Among 401(k) plans in other states, the closest by covered participants is Big Geyser Inc. 401(k) Plan in NY (611 participants, $17M 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 940487790.

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.