Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
MASONIC CHARITY FOUNDATION
EIN 73-6097262philanthropyLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
29
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 29 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MASONIC CHARITY FOUNDATION DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$3.7M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MASONIC CHARITY FOUNDATION OF OKLAHOMA 401K PLAN
401k
Assets$498K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MASONIC CHARITY FOUNDATION DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $3.7M | 25 | 2025 | |
| 002 | MASONIC CHARITY FOUNDATION OF OKLAHOMA 401K PLAN | 401k | $498K | 4 | 2024 |
Retirement plans