Other · DOL Form 5500 · 2024
Masonic Villages of the Grand Lodge of Pennsylvania Retirement Plan
Data updated 2026-08-25
- $165M
- Total assets Near avg plan size
- 2,272
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $72,620
- Avg per participant Below avg balance/head
Official DOL plan name: Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan · Sponsored by Masonic Villages of the Grand Lodge of Pennsylvania · Pennsylvania · Administrative & Support Services
$165M in assets, 2,272 participants
Masonic Villages of the Grand Lodge of Pennsylvania's Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan reported $165M in total assets and 2,272 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #4,223 in Administrative & Support Services (4,368 peers)
Coverage in Pennsylvania
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan covers 2,272 participants in Pennsylvania, 2.8x the typical Pennsylvania plan (state average ~822 per filing). Assets: $165M.
- #4,223
- in Administrative & Support Services (4,368 peers)
- +8.5%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan's outsized position by total assets
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$164,993,406 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan lands in the large band (2,272 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan reported net income fell from $20M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan end-of-year assets rose from $152M in the plan year 2023 filing to $165M in the plan year 2024 filing.
- Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan reported participants rose from 2,136 in the plan year 2023 filing to 2,272 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 230846955 · Masonic Villages of the Grand Lodge of Pennsylvania PY 2024 · Other
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan · $165M · 2,272 · 93rd
- 5500 $165M
- 5500 2,272
- 5500 93rd
- 5500 Other
- 5500 near New York Law School Defined Contribution Ret. Plan
- 5500 ind #4223
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 Administrative & Support Services retirement plans → · Plans in Pennsylvania →
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $152M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | $13M |
| Employer EIN | 230846955 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Masonic Villages of the Grand Lodge of Pennsylvania)
Sponsor-wide plan assets over time
All Masonic Villages of the Grand Lodge of Pennsylvania plans reported in each filing year
- Latest sponsor-wide plan assets
- $165M 24.84867244311845% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,216 | $132M |
| 2023 | 1 | 2,136 | $152M |
| 2024 | 1 | 2,272 | $165M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is New York Law School Defined Contribution Ret. Plan in NY ($165M); by covered participants it is St. John's Riverside Hospital 403(b) Retirement Plan in NY (2,272 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,272 participants); asset peers above are excluded.
- St. John's Riverside Hospital 403(b) Retirement Plan (NY) 2,272 · 0 off
- Teacher's College, Columbia University DC Retirement Plan (NY) 2,264 · 8 off
- Ohio Living 403(b) Plan (OH) 2,280 · 8 off
- Tidelands Health 403(b) Retirement Savings Plan (SC) 2,284 · 12 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.