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
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
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.
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $301M |
|---|---|
| Net Assets (End of Year) | $327M |
| Net Income | $26M |
| Employer EIN | 396185238 |
| Plan Effective Date | 1970-08-25 |
| Filing Status | FILING 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
| 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.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($327M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,051 participants); asset peers above are excluded.
- Westchester Heavy Construction Laborers Local 60 Pension Fund (NY) 1,051 · 0 off
- Nustar Pension Plan (TX) 1,052 · 1 off
- Kirby Pension Plan (TX) 1,052 · 1 off
- Herc Rentals Pension Plan (FL) 1,054 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.