401(k) · DOL Form 5500 · 2024
Robert E. Mason & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $78M
- Total assets Below avg plan size
- 351
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $221,570
- Avg per participant Above avg balance/head
Official DOL plan name: Robert E Mason & Associates Inc Ps Plan · Sponsored by Robert E. Mason & Associates, Inc. · North Carolina · Wholesale Trade
$78M in assets, 351 participants
Robert E. Mason & Associates, Inc.'s Robert E Mason & Associates Inc Ps Plan reported $78M in total assets and 351 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #5,484 in Wholesale Trade (6,080 peers)
Coverage in North Carolina
Robert E Mason & Associates Inc Ps Plan covers 351 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $78M.
- #5,484
- in Wholesale Trade (6,080 peers)
- +13.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Robert E Mason & Associates Inc Ps Plan's outsized position by total assets
Robert E Mason & Associates Inc Ps Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$77,771,184 Top 12% higher than 88% 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
Robert E Mason & Associates Inc Ps 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. Robert E Mason & Associates Inc Ps Plan sits mid-pack in the medium band (351 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert E Mason & Associates Inc Ps Plan reported net income fell from $15M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Robert E Mason & Associates Inc Ps Plan end-of-year assets rose from $68M in the plan year 2023 filing to $78M in the plan year 2024 filing.
- Robert E Mason & Associates Inc Ps Plan reported participants rose from 325 in the plan year 2023 filing to 351 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 561782982 · Robert E. Mason & Associates, Inc. PY 2024 · 401(k)
Robert E Mason & Associates Inc Ps Plan · $78M · 351 · 88th
- BOOK $78M
- BOOK 351
- BOOK 88th
- BOOK 401(k)
- BOOK near Stellant Systems, Inc. Retirement Plan
- BOOK ind #5484
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 Wholesale Trade retirement plans → · Plans in North Carolina →
Robert E Mason & Associates Inc Ps Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $9M |
| Employer EIN | 561782982 |
| Plan Effective Date | 1970-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert E. Mason & Associates, Inc.)
Sponsor-wide plan assets over time
All Robert E. Mason & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $210M 60.60298405463668% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 552 | $131M |
| 2023 | 2 | 598 | $170M |
| 2024 | 2 | 630 | $210M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Robert E Mason & Associates Inc Ps Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Stellant Systems, Inc. Retirement Plan in CA ($78M); by covered participants it is Fam LLC 401(k) Profit Sharing Plan and Trust in CA (351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78M here).
- Stellant Systems, Inc. Retirement Plan (CA) $78M · 700
- Avenue5 Residential, LLC Employee Savings Plan (WA) $78M · 2,088
- Grayhill, Inc. Advantage Plan (IL) $78M · 678
- Number 1 Cochran Retirement Plan (PA) $78M · 1,521
Similar participant headcount
Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.
- Fam LLC 401(k) Profit Sharing Plan and Trust (CA) 351 · 0 off
- Refined Technologies 401(k) Plan (TX) 351 · 0 off
- Thanexus, Inc. Retirement Plan (NJ) 351 · 0 off
- Tm Holdings, Inc. 401(k) Profit Sharing Plan and Trust (KS) 351 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.