Plan5500

Minnesota Masonic Charities 401(K) Plan — Form 5500 plan (Minnesota Masonic Charities)

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, Minnesota Masonic Charities 401(K) Plan is a benefit plan reported by Minnesota Masonic Charities under EIN 41-1495325 and plan number 002. The latest loaded filing year is 2023. The filing reports 672 participants and $30,473,534 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30.5MPlan net assets, end of year$30,473,534
Participants672Covered participants reported
Assets / participant$45.3KComputed: assets ÷ participants$45,348 (computed)
Provider compensation$111.4K2 Schedule C provider row(s)$111,379
Plan sponsor
Minnesota Masonic Charities
EIN
41-1495325
Plan number
002
Plan type
2
Location
Bloomington, MN
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
    672 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)$30.5M total assets
Net assets$30.5MLiabilities$0
Money in vs. money out
Total income / additions$6.6M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$389K
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$30,473,534
Total liabilities (EOY)
$0
Net assets (EOY)
$30,473,534
Net assets (BOY)
$25,602,454

Income & contributions

Employer contributions
$389,026
Participant contributions
$1,575,237
Total contributions
$2,260,287
Total income / additions
$6,567,554

Expenses & distributions

Benefits paid
$1,560,342
Administrative expenses
$111,379
Total expenses
$1,696,474
Net increase / (decrease)
$4,871,080
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 20%Participant 80%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income24%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
    Principal Life Insurance Company$64.4K
    CONTRACT ADMINISTRATOR · Direct $64.4K · Indirect $0
  2. 2
    Npf Retirement Inc.$47K
    INVESTMENT ADVISORY · Direct $47K

What to inspect next

Frequently asked questions

Who sponsors the Minnesota Masonic Charities 401(K) Plan?
Minnesota Masonic Charities 401(K) Plan is reported as sponsored by Minnesota Masonic Charities (EIN 41-1495325, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Minnesota Masonic Charities 401(K) Plan?
The latest Form 5500 filing year loaded for Minnesota Masonic Charities 401(K) Plan is 2023.
How many participants does Minnesota Masonic Charities 401(K) Plan report?
Minnesota Masonic Charities 401(K) Plan reports 672 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Minnesota Masonic Charities 401(K) Plan?
Minnesota Masonic Charities 401(K) Plan reports $30,473,534 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