Plan5500

Masonic Home, KY Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Masonic Home, KY has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $10,624,411 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Masonic Home

  • 2 loaded plans hold $10.6M in reported assets across 1 sponsors.
  • The largest, Masonic Homes Of Kentucky, Inc. Retirement Savings Plan, holds 100% of reported Masonic Home plan assets.
  • Plans cover 2,610 participants — about 1,305 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.6MSummed across loaded plans$10,624,411
Total reported assets$10.6M$10,624,411
Total reported participants2.6K2,610
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.6M total assets
Net assets$10.6MLiabilities$0
Contributions & income
Employer contributions$398.4K
Participant contributions$796.1K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Masonic Home, KY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Masonic Home market comparison

Largest plan share of assets100%Masonic Homes Of Kentucky, Inc. Retirement Savings Plan
Participants per plan1,305Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Masonic Home

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Masonic Homes Of Kentucky, Inc. Retirement Savings Plan$10.6M
    Masonic Homes Of Kentucky, Inc. · 2023
  2. 2
    Masonic Homes Of Kentucky Group Medical Plansnot reported in the loaded dataset
    Masonic Homes Of Kentucky, Inc. · 2023

Largest plans in Masonic Home → · Masonic Home plans by participants → · Masonic Home plans with financial data → · Masonic Home plans with provider compensation → · $1B+ plans in Masonic Home →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Masonic Home, KY?
2 plan(s) reported by 1 sponsor(s) are loaded for Masonic Home, KY.

Related Form 5500 pages