401(k) · DOL Form 5500 · 2024
The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 680
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $40,091
- Avg per participant Low balance/head
Official DOL plan name: Wisconsin Masons 401(k) Plan and Trust · Sponsored by The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust · Wisconsin · Finance & Insurance
$27M in assets, 680 participants
The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust's Wisconsin Masons 401(k) Plan and Trust reported $27M in total assets and 680 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #5,355 in Finance & Insurance (8,549 peers)
Where Wisconsin Masons 401(k) Plan and Trust sits by assets
Wisconsin Masons 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $27M for 680 participants (~$40,091/participant), up 7.5% in 2024.
- #5,355
- in Finance & Insurance (8,549 peers)
- +7.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Wisconsin Masons 401(k) Plan and Trust's outsized position by total assets
Wisconsin Masons 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,261,708 Top 24% higher than 76% 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 401(k) Plan and Trust 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. Wisconsin Masons 401(k) Plan and Trust sits mid-pack in the medium band (680 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wisconsin Masons 401(k) Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Wisconsin Masons 401(k) Plan and Trust end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Wisconsin Masons 401(k) Plan and Trust reported participants rose from 646 in the plan year 2023 filing to 680 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 392008571 · The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust PY 2024 · 401(k)
Wisconsin Masons 401(k) Plan and Trust · $27M · 680 · 76th
- VS-ST $27M
- VS-ST 680
- VS-ST 76th
- VS-ST 401(k)
- VS-ST near Children's Center for Digestive Healthcare, LLC 401(k) Profit Sharing Plan
- VS-ST ind #5355
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 Finance & Insurance retirement plans → · Plans in Wisconsin →
Wisconsin Masons 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 392008571 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust)
Sponsor-wide plan assets over time
All The Board of Trustees of the Wisconsin Masons 401(k) Plan and Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 18.482441923989104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 622 | $23M |
| 2023 | 1 | 646 | $25M |
| 2024 | 1 | 680 | $27M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Wisconsin Masons 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Children's Center for Digestive Healthcare, LLC 401(k) Profit Sharing Plan in GA ($27M); by covered participants it is Acorn Engineering Company, Inc. 401(k) Plan in CA (680 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Children's Center for Digestive Healthcare, LLC 401(k) Profit Sharing Plan (GA) $27M · 84
- Links Healthcare Group LLC 401(k) Ps Plan and Trust (CA) $27M · 3,839
- Santa Catalina Island Savings Plan (CA) $27M · 321
- Pueblo of Santa Ana Commercial Enterprises 401(k) Profit Sharing Plan and Trust (NM) $27M · 716
Similar participant headcount
Nearest other-state filings by covered participants (680 participants); asset peers above are excluded.
- Acorn Engineering Company, Inc. 401(k) Plan (CA) 680 · 0 off
- Elite Clubs Investment LLC 401(k) Plan (IL) 680 · 0 off
- Analytical Mechanics Associates 401(k) Plan (VA) 680 · 0 off
- Croton Holding Company 401(k) Retirement Plan (PA) 680 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.