Other · DOL Form 5500 · 2024

Masonic Charity Foundation of New Jersey Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
380
Participants Below avg headcount
67th
Percentile by assets National rank
$45,519
Avg per participant Low balance/head
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Official DOL plan name: Masonic Charity Foundation of New Jersey 403(b) Savings Plan · Sponsored by Masonic Charity Foundation of New Jersey · New Jersey · Healthcare & Social Assistance

$17M in assets, 380 participants

Masonic Charity Foundation of New Jersey's Masonic Charity Foundation of New Jersey 403(b) Savings Plan reported $17M in total assets and 380 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,210 in Healthcare & Social Assistance (16,916 peers)

Coverage in New Jersey

Masonic Charity Foundation of New Jersey 403(b) Savings Plan covers 380 participants in New Jersey, about 45% of the average New Jersey filer (state average ~844 per filing). Assets: $17M.

#12,210
in Healthcare & Social Assistance (16,916 peers)
+10.6%
assets growth YoY

Masonic Charity Foundation of New Jersey 403(b) Savings Plan's outsized position by total assets

Masonic Charity Foundation of New Jersey 403(b) Savings Plan vs every filed plan by assets

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

$17,297,299 Top 33% higher than 67% 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

Masonic Charity Foundation of New Jersey 403(b) Savings 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 Charity Foundation of New Jersey 403(b) Savings Plan sits mid-pack in the medium band (380 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Masonic Charity Foundation of New Jersey 403(b) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Masonic Charity Foundation of New Jersey 403(b) Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Masonic Charity Foundation of New Jersey 403(b) Savings Plan reported participants fell from 391 in the plan year 2023 filing to 380 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 210634536 · Masonic Charity Foundation of New Jersey PY 2024 · Other

Masonic Charity Foundation of New Jersey 403(b) Savings Plan · $17M · 380 · 67th

  • PCT $17M
  • EIN 380
  • RANK 67th
  • PHOTO Other
  • IND near Lakeview Village, Inc. Employees Retirement Plan
  • EOY ind #12210

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 New Jersey →

Masonic Charity Foundation of New Jersey 403(b) Savings Plan in the asset neighbourhood

St. John's College High School 403(b) Retirement PlanSt. John's College High Scho…$17MProvidence Medical Center Tax Deferred Annuity PlanProvidence Medical Center Ta…$17MThe King's Academy 403(b) Retirement PlanThe King's Academy 403(b) Re…$17MMasonic Charity Foundation of New Jersey 403(b) Savings PlanMasonic Charity Foundation o…$17MLakeview Village, Inc. Employees Retirement PlanLakeview Village, Inc. Emplo…$17M
End-of-year total assets ($M) among Masonic Charity Foundation of New Jersey 403(b) Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN210634536
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Masonic Charity Foundation of New Jersey)

Sponsor-wide plan assets over time

All Masonic Charity Foundation of New Jersey plans reported in each filing year

Latest sponsor-wide plan assets
$17M 46.99816778067053% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $32.6M $17.3M ▼ -47.0%
Year Plans Participants Total Assets
2022 2 481 $33M
2023 2 468 $34M
2024 1 380 $17M

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Masonic Charity Foundation of New Jersey 403(b) Savings Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Masonic Charity Foundation of New Jersey 403(b) Savings Plan, Total assets ($B): 0.017297299 · Participants: 380Masonic Charity Foundation of New Jersey 403(b) Savings PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.804837689 · Participants: 16823Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.735336458 · Participants: 8763Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.498394819 · Participants: 28403Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.297256025 · Participants: 21490Atlantic Health System 403(b) Retirement Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.982278507 · Participants: 3501Educational Testing Service 403(b) Retirement Savings Plan
Masonic Charity Foundation of New Jersey 403(b) Savings Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Masonic Charity Foundation of New Jersey 403(b) Savings Plan side-by-side with 3 peers →

Masonic Charity Foundation of New Jersey 403(b) Savings Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Lakeview Village, Inc. Employees Retirement Plan in KS ($17M); by covered participants it is The Hotchkiss School 403(b) Retirement Plan in CT (380 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Masonic Charity Foundation of New Jersey 403(b) Savings Plan assets move in 2024? ▼
Masonic Charity Foundation of New Jersey 403(b) Savings Plan grew at a solid clip - up 10.6% during 2024, from $16M to $17M. Reported net income was $2M.
How have Masonic Charity Foundation of New Jersey plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Masonic Charity Foundation of New Jersey's sponsor-wide assets declined 47.0%, from $33M to $17M.
Which Other plans are similar in size to Masonic Charity Foundation of New Jersey 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by assets is Lakeview Village, Inc. Employees Retirement Plan in KS ($17M, 568 participants).
Which Other plans cover a similar participant headcount to Masonic Charity Foundation of New Jersey 403(b) Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is The Hotchkiss School 403(b) Retirement Plan in CT (380 participants, $184M 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 210634536.

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.