How big is Mason Funeral Homes, Ltd.'s plan?

Mason Funeral Homes, Ltd.'s plan reported $3.8M in assets and 5 participants for 2025.

Original filing (PDF)20260408075352NAL0008436721001

Mason Funeral Homes, Ltd.

Name: Mason Funeral Homes, Ltd. — Mason Funeral Homes, Form 5500 (2025)
Creator: Mason Funeral Homes, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mason Funeral Homes, Ltd., Integrated 401(k) Profit Sharing Plan

401(k) retirement plan · Mason Funeral Homes, Ltd.'s Mason Funeral Homes, Ltd., Integrated 401(k) Profit Sharing Plan held $3.8M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Tim Whiteside signed Mason Funeral Homes, Ltd.'s 2025 Form 5500 as plan administrator.

Tim Whiteside — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mason Funeral Homes, Ltd.'s EIN is 37-1134633.

EIN 37-1134633

Plan number 001

Plan year 2025

ACK ID 20260408075352NAL0008436721001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mason Funeral Homes, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mason Funeral Homes, Ltd.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MASON FUNERAL HOMES, LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score