Employer · plans filed under one EIN
Masonic Care Community of NY
Utica, NY · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Masonic Care Community of NY, based in Utica, New York, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 1,153 participant records and $39.9M in net assets.
The largest is Masonic Care Community of NY 403(b) Retirement Savings Plan, a 403(b) plan with 851 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $1.7M and participant contributions $1.0M in the latest plan years; benefits paid were $3.1M. Schedule C compensation reported to service provider organisations totalled $278K.
Combined net assets moved from $18.4M in 2009 to $39.9M in 2024 (up 117%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Masonic Care Community of NY 403(b) Retirement Savings Plan | 403(b) plan | 2024 | 851 | $15.8M | $18,511 | $995 | $85K |
| Masonic Hall & Asylum Employees Retirement Fund | defined benefit pension plan | 2024 | 302 | $24.2M | $80,032 | $12,505 | $194K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 1,153 | $39.9M | $1.7M | $1.0M |
| 2023 | 2 | 1,147 | $36.4M | $1.7M | $921K |
| 2022 | 2 | 1,257 | $34.1M | $788K | $893K |
| 2021 | 2 | 1,285 | $43.7M | $601K | $832K |
| 2020 | 2 | 1,442 | $41.8M | $969K | $838K |
| 2019 | 2 | 1,491 | $37.9M | $1.8M | $717K |
| 2018 | 2 | 1,523 | $31.8M | $725K | $621K |
| 2017 | 2 | 1,562 | $35.2M | $839K | $510K |
| 2016 | 2 | 1,530 | $31.7M | $1.2M | $432K |
| 2015 | 2 | 1,533 | $31.3M | $2.4M | $395K |
| 2014 | 2 | 1,511 | $31.1M | $617K | $367K |
| 2013 | 2 | 1,547 | $31.8M | $795K | $324K |
| 2012 | 2 | 1,573 | $31.5M | $10.0M | $302K |
| 2011 | 2 | 1,611 | $20.9M | $1.6M | $314K |
| 2010 | 1 | 897 | $20.2M | $2.1M | $0 |
| 2009 | 1 | 907 | $18.4M | $2.0M | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Bpas Actuarial & Pension Services | Actuarial; Consulting (pension) | 1 | $84,000 |
| Morgan Stanley Smith Barney | Investment management | 1 | $68,829 |
| Benefit Plan Admin Services, Inc. | Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Participant loan processing | 1 | $48,452 |
| Healthcare Community Securities CRP | Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Participant loan processing | 1 | $36,393 |
| Bonadio & Co. LLP | Accounting (including auditing) | 1 | $30,500 |
| Complete Payroll Processing | Recordkeeping and information management | 1 | $10,184 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Masonic Care Community of NY have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Masonic Care Community of NY 403(b) Retirement Savings Plan and Masonic Hall & Asylum Employees Retirement Fund. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Masonic Care Community of NY contribute to its plans?
$1,727,674 in employer contributions across these plans in their latest plan years, about $2,072 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Bpas Actuarial & Pension Services, Morgan Stanley Smith Barney, Benefit Plan Admin Services, Inc. and Healthcare Community Securities CRP and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.