Other · DOL Form 5500 · 2024
Masonic Home of Virginia Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $51,124
- Avg per participant Low balance/head
Official DOL plan name: Masonic Home of Virginia Employee Benefits Plan · Sponsored by Masonic Home of Virginia · Virginia · Healthcare & Social Assistance
$8M in assets, 156 participants
Masonic Home of Virginia's Masonic Home of Virginia Employee Benefits Plan reported $8M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #9,456 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
Masonic Home of Virginia Employee Benefits Plan covers 156 participants in Virginia, about 20% of the average Virginia filer (state average ~782 per filing). Assets: $8M.
- #9,456
- in Healthcare & Social Assistance (16,916 peers)
- +11.5%
- assets growth YoY
Masonic Home of Virginia Employee Benefits Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Masonic Home of Virginia Employee Benefits Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,975,381 Top 49% higher than 51% 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 Home of Virginia Employee Benefits 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. Masonic Home of Virginia Employee Benefits Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Masonic Home of Virginia Employee Benefits Plan reported net income rose from $593K in the plan year 2023 filing to $823K in the plan year 2024 filing.
- Masonic Home of Virginia Employee Benefits Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Masonic Home of Virginia Employee Benefits Plan reported participants fell from 174 in the plan year 2023 filing to 156 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 540541802 · Masonic Home of Virginia PY 2024 · Other
Masonic Home of Virginia Employee Benefits Plan · $8M · 156 · 51st
- EBSA $8M
- PART 156
- TYPE 51st
- NET Other
- BOOK near Cotraic 403(b) Plan
- VS-ST ind #9456
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 Virginia →
Masonic Home of Virginia Employee Benefits Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $823K |
| Employer EIN | 540541802 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Masonic Home of Virginia)
Sponsor-wide plan assets over time
All Masonic Home of Virginia plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 21.599916202982723% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $7M |
| 2023 | 1 | 174 | $7M |
| 2024 | 1 | 156 | $8M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Masonic Home of Virginia Employee Benefits Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Cotraic 403(b) Plan in PA ($8M); by covered participants it is Mayfield Senior School 403 (B) Plan in CA (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Cotraic 403(b) Plan (PA) $8M · 172
- Brightpoint 403(b) Plan (IN) $8M · 281
- Bay Area Community Services 403(b) Plan (CA) $8M · 584
- 403(b) Thrift Plan for United Way of Central Alabama Inc (AL) $8M · 190
Similar participant headcount
Nearest other-state filings by covered participants (156 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.