Plan Ledger DOL Form 5500 · updated monthly

Eastern Star Masonic Home403(b)

EASTERN STAR MASONIC HOME TAX DEFERRED ANNUITY PLAN · BOONE, IA · plan year 2022

Employer contribution per participant · 2022
$0

Eastern Star Masonic Home's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $1,192,365 across 93 participant accounts, with employer contributions averaging $0 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Iowa (839th of 878), and 4,710th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$1,192,365
Participants with balances93
Active participants191
Employer contributions$0
Employee contributions$171,550
Employer contribution per active participant$0
Average account balance$12,821
Benefits paid to participants$965,982
Plan auditUnmodified (clean) audit opinion
Employer contributions to the Eastern Star Masonic Home plan · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Eastern Star Masonic Home's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

All plans at this employer2
EASTERN STAR MASONIC HOME EMPLOYEES PENSION PLANMoney purchase plan
EASTERN STAR MASONIC HOME TAX DEFERRED ANNUITY PLAN403(b)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 420680363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.