Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees of Wisconsin Masons Pension Fund Pension Plan

Data updated 2026-08-11

$327M
Total assets
1,051
Participants
96th
Percentile by assets
$311,092
Avg per participant
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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.

  • 96th percentile by assets (of 123,622 plans)
  • #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.

$327M
total plan assets (2024 EOY)
1,051
covered participants
96th
percentile by assets (of 123,622 plans)
$311,092
avg assets per participant

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 →

State
Industry

Wisconsin Masons Pension Fund vs the 2024 asset distribution

By assets, Wisconsin Masons Pension Fund outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).

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)

$240M$260M$280M$300M$320M$340M 202220232024 $262M $327M ▲ +24.7%
Total plan assets by year, all Board of Trustees of Wisconsin Masons Pension Fund plans on file
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

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 Pen…Building Trades Unit…The Northwestern Mut…The Northwestern Mut…Harley-Davidson Reti…North Central States…
Wisconsin Masons Pension Fund vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Wisconsin Masons Pension Fund by total assets, not by location.

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).

Next read for Wisconsin Masons Pension Fund

Scale reading

Ways to act on Wisconsin Masons Pension Fund's numbers.

  • By total assets, Wisconsin Masons Pension Fund ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
  • Board of Trustees of Wisconsin Masons Pension Fund's sponsor-wide assets have grown 24.7% since 2022 across 3 plan years on file. More Construction plans