Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Wisconsin Masons Pension Fund Pension Plan

Data updated 2026-08-25

$327M
Total assets Above avg plan size
1,051
Participants Near avg headcount
96th
Percentile by assets National rank
$311,092
Avg per participant High balance/head
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Official DOL plan name: Wisconsin Masons Pension Fund · Sponsored by Board of Trustees of Wisconsin Masons Pension Fund · Wisconsin · Construction

$327M in assets, 1,051 participants

Board of Trustees of Wisconsin Masons Pension Fund's Wisconsin Masons Pension Fund reported $327M in total assets and 1,051 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,627 in Construction (9,039 peers)

Where Wisconsin Masons Pension Fund sits by assets

Wisconsin Masons Pension Fund sits in the top 5% of all filed plans by assets, $327M for 1,051 participants (~$311,092/participant), up 8.5% in 2024.

#8,627
in Construction (9,039 peers)
+8.5%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Wisconsin Masons Pension Fund's outsized position by total assets

Wisconsin Masons Pension Fund vs every filed plan by assets

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

$326,958,200 Top 4% higher than 96% 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

Wisconsin Masons Pension Fund'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. Wisconsin Masons Pension Fund lands in the large band (1,051 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wisconsin Masons Pension Fund reported net income fell from $39M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Wisconsin Masons Pension Fund end-of-year assets rose from $301M in the plan year 2023 filing to $327M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 396185238 · Board of Trustees of Wisconsin Masons Pension Fund PY 2024 · Defined Benefit (Pension)

Wisconsin Masons Pension Fund · $327M · 1,051 · 96th

  • EBSA $327M
  • EBSA 1,051
  • EBSA 96th
  • EBSA Defined Benefit (Pension)
  • EBSA near Fresenius Medical Care North America Retirement Plan
  • EBSA ind #8627

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 Construction retirement plans → · Plans in Wisconsin →

Wisconsin Masons Pension Fund in the asset neighbourhood

Alaska Airlines, Inc. Retirement Plan for Salaried EmployeesAlaska Airlines, Inc. Retire…$329MMasters, Mates & Pilots Pension PlanMasters, Mates & Pilots Pens…$328MEmployers & Operating Engineers Local 520 Pension FundEmployers & Operating Engine…$328MWisconsin Masons Pension Fund$327MFresenius Medical Care North America Retirement PlanFresenius Medical Care North…$327M
End-of-year total assets ($M) among Wisconsin Masons Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$301M
Net Assets (End of Year)$327M
Net Income$26M
Employer EIN396185238
Plan Effective Date1970-08-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Wisconsin Masons Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees of Wisconsin Masons Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$327M 24.662274081698552% vs 2022
2024 filing year
$240M$260M$280M$300M$320M$340M 202220232024 $262M $327M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 968 $262M
2023 1 1,057 $301M
2024 1 1,051 $327M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Wisconsin Masons Pension Fund vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 01234 Total assets ($B) Participants Wisconsin Masons Pension Fund, Total assets ($B): 0.3269582 · Participants: 1051Wisconsin Masons Pension FundBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Wisconsin Masons Pension Fund vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Wisconsin Masons Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Fresenius Medical Care North America Retirement Plan in MA ($327M); by covered participants it is Westchester Heavy Construction Laborers Local 60 Pension Fund in NY (1,051 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,051 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 Wisconsin Masons Pension Fund assets move in 2024? ▼
Wisconsin Masons Pension Fund grew at a solid clip - up 8.5% during 2024, from $301M to $327M. Reported net income was $26M.
How have Board of Trustees of Wisconsin Masons Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Wisconsin Masons Pension Fund's sponsor-wide assets grew 24.7%, from $262M to $327M.
Where does Wisconsin Masons Pension Fund rank by assets among Form 5500 filers? ▼
Wisconsin Masons Pension Fund ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wisconsin Masons Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fresenius Medical Care North America Retirement Plan in MA ($327M, 4,023 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wisconsin Masons Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Westchester Heavy Construction Laborers Local 60 Pension Fund in NY (1,051 participants, $342M in assets).