Plan5500

W. B. Mason Company Retirement 401(K) Plan & Trust — Form 5500 plan (W. B. Mason Co. Inc.)

Plain-English plan 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, W. B. Mason Company Retirement 401(K) Plan & Trust is a benefit plan reported by W. B. Mason Co. Inc. under EIN 04-2455641 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,508 participants and $183,687,726 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$183.7MPlan net assets, end of year$183,687,726
Participants3.5KCovered participants reported3,508
Assets / participant$52.4KComputed: assets ÷ participants$52,363 (computed)
Provider compensation$217.1K4 Schedule C provider row(s)$217,112
Plan sponsor
W. B. Mason Co. Inc.
EIN
04-2455641
Plan number
001
Plan type
2
Location
Brockton, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3,508 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$183.7M total assets
Net assets$183.7MLiabilities$0
Money in vs. money out
Total income / additions$44.9M
Total expenses$17.5M
Benefits paid / distributions$17.3M
Contributions
Employer$1.6M
Participant$14M
Full reported line items

Net assets

Total assets (EOY)
$183,687,726
Total liabilities (EOY)
$0
Net assets (EOY)
$183,687,726
Net assets (BOY)
$156,310,425

Income & contributions

Employer contributions
$1,600,679
Participant contributions
$13,953,220
Total contributions
$15,809,078
Total income / additions
$44,925,151

Expenses & distributions

Benefits paid
$17,271,840
Administrative expenses
$246,112
Total expenses
$17,547,850
Net increase / (decrease)
$27,377,301
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 10%Participant 90%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$102.4K
    RECORDKEEPER · Direct $102.4K · Indirect $0
  2. 2
    Strategic Advisors, Inc.$60.7K
    ADVISOR · Direct $60.7K
  3. 3
    Kestra Advisory Services, LLC$40K
    CONSULTANT · Direct $40K
  4. 4
    Mazars Usa Llp$14K
    ACCOUNTANT/AUDITOR · Direct $14K

What to inspect next

Frequently asked questions

Who sponsors the W. B. Mason Company Retirement 401(K) Plan & Trust?
W. B. Mason Company Retirement 401(K) Plan & Trust is reported as sponsored by W. B. Mason Co. Inc. (EIN 04-2455641, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for W. B. Mason Company Retirement 401(K) Plan & Trust?
The latest Form 5500 filing year loaded for W. B. Mason Company Retirement 401(K) Plan & Trust is 2023.
How many participants does W. B. Mason Company Retirement 401(K) Plan & Trust report?
W. B. Mason Company Retirement 401(K) Plan & Trust reports 3,508 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for W. B. Mason Company Retirement 401(K) Plan & Trust?
W. B. Mason Company Retirement 401(K) Plan & Trust reports $183,687,726 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages