401(k) · DOL Form 5500 · 2024

David Mason & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
118
Participants Small participant base
61st
Percentile by assets National rank
$107,040
Avg per participant Below avg balance/head
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Official DOL plan name: David Mason & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by David Mason & Associates, Inc. · Missouri · Professional & Technical Services

$13M in assets, 118 participants

David Mason & Associates, Inc.'s David Mason & Associates, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,000 in Professional & Technical Services (20,173 peers)

Coverage in Missouri

David Mason & Associates, Inc. 401(k) Profit Sharing Plan covers 118 participants in Missouri, about 16% of the average Missouri filer (state average ~737 per filing). Assets: $13M.

#12,000
in Professional & Technical Services (20,173 peers)
+10.5%
assets growth YoY

David Mason & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

David Mason & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,630,766 Top 39% higher than 61% 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

David Mason & Associates, Inc. 401(k) Profit Sharing 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. David Mason & Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David Mason & Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • David Mason & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • David Mason & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 109 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 431514955 · David Mason & Associates, Inc. PY 2024 · 401(k)

David Mason & Associates, Inc. 401(k) Profit Sharing Plan · $13M · 118 · 61st

  • PCT $13M
  • PCT 118
  • PCT 61st
  • PCT 401(k)
  • PCT near Chariot Auto Retirement Readiness 401(k)Plan
  • PCT ind #12000

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 Professional & Technical Services retirement plans → · Plans in Missouri →

David Mason & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

David Mason & Associates, Inc. 401(k) Profit Sharing PlanDavid Mason & Associates, In…$13MChariot Auto Retirement Readiness 401(k)PlanChariot Auto Retirement Read…$13MMdm Hotel Group Limited 401(k) Retirement PlanMdm Hotel Group Limited 401(…$13MSierra Hematology & Oncology Medical Center Apc 401(k) Profit Sharing PlanSierra Hematology & Oncology…$13MProvenir Group Holdings, LLC$13M
End-of-year total assets ($M) among David Mason & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN431514955
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Mason & Associates, Inc.)

Sponsor-wide plan assets over time

All David Mason & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 41.4440551018285% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.93M $12.6M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 106 $9M
2023 1 109 $11M
2024 1 118 $13M

Nearby 401(k) Plans in Missouri

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

David Mason & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants David Mason & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012630766 · Participants: 118David Mason & Associates, Inc. 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
David Mason & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare David Mason & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

David Mason & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Chariot Auto Retirement Readiness 401(k)Plan in IN ($13M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 David Mason & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
David Mason & Associates, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.5% during 2024, from $11M to $13M. Reported net income was $1M.
How have David Mason & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Mason & Associates, Inc.'s sponsor-wide assets grew 41.4%, from $9M to $13M.
Which 401(k) plans are similar in size to David Mason & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chariot Auto Retirement Readiness 401(k)Plan in IN ($13M, 253 participants).
Which 401(k) plans cover a similar participant headcount to David Mason & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants, $3M 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 431514955.

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.