Money Purchase · DOL Form 5500 · 2022

Senior Advocacy Services Money Purchase Plan

Data updated 2026-08-25

$21K
Total assets Small plan by assets
2
Participants Small participant base
2nd
Percentile by assets National rank
$10,293
Avg per participant Low balance/head
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Official DOL plan name: Mutual of America Tax Deferred Annuity Fund · Sponsored by Senior Advocacy Services · California · Healthcare & Social Assistance

$21K in assets, 2 participants

Senior Advocacy Services's Mutual of America Tax Deferred Annuity Fund reported $21K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #251 in Healthcare & Social Assistance (20,060 peers)

Senior Advocacy Services multi-year trail

Senior Advocacy Services's plans moved +23.4% in assets from 2022 to 2024; this filing shows Mutual of America Tax Deferred Annuity Fund at $21K / 2 participants.

#251
in Healthcare & Social Assistance (20,060 peers)
-9.3%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mutual of America Tax Deferred Annuity Fund among the smaller filed plans by assets

Mutual of America Tax Deferred Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$20,586 2nd percentile higher than 2% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mutual of America Tax Deferred Annuity Fund among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mutual of America Tax Deferred Annuity Fund is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 942684774 · Senior Advocacy Services PY 2022 · Money Purchase

Mutual of America Tax Deferred Annuity Fund · $21K · 2 · 2nd

  • EIN $21K
  • EIN 2
  • EIN 2nd
  • EIN Money Purchase
  • EIN near Bnr Capital Retirement Plan
  • EIN ind #251

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

Mutual of America Tax Deferred Annuity Fund in the asset neighbourhood

Mutual of America Tax Deferred Annuity FundMutual of America Tax Deferr…$21KBnr Capital Retirement Plan$19KBankmanagers Corp Money Purchase PlanBankmanagers Corp Money Purc…$19KForeign Resources Consulting, Ltd. Money Purchase PlanForeign Resources Consulting…$23KRio Doce America Pension Plan$18K
End-of-year total assets ($M) among Mutual of America Tax Deferred Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Senior Advocacy Services multi-year asset trail

Sponsor-wide plan assets over time

All Senior Advocacy Services plans reported in each filing year

Latest sponsor-wide plan assets
$25K 23.375109297580877% vs 2022
2024 filing year
$0.02M$0.02M$0.03M$0.03M$0.04M 20222024 $0.02M $0.03M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 2 $21K
2024 1 2 $25K

Senior Advocacy Services filing trail (2022)

Total Assets (Beginning of Year)$23K
Net Assets (End of Year)$21K
Net Income-$2K
Employer EIN942684774
Plan Effective Date2007-12-07
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Mutual of America Tax Deferred Annuity Fund vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Mutual of America Tax Deferred Annuity Fund, Total assets ($B): 0.000020586 · Participants: 2Mutual of America Tax Deferred Annuity FundThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Mutual of America Tax Deferred Annuity Fund vs. nearby Money Purchase plans in California, assets vs. participants
Compare Mutual of America Tax Deferred Annuity Fund side-by-side with 3 peers →

Mutual of America Tax Deferred Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Bnr Capital Retirement Plan in PR ($19K); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mutual of America Tax Deferred Annuity Fund assets move in 2022? ▼
Mutual of America Tax Deferred Annuity Fund pulled back noticeably - down 9.3% during 2022, from $23K to $21K. Reported net income was -$2K.
How have Senior Advocacy Services plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Senior Advocacy Services's sponsor-wide assets grew 23.4%, from $21K to $25K.
Where does Mutual of America Tax Deferred Annuity Fund rank by assets among Form 5500 filers? ▼
Mutual of America Tax Deferred Annuity Fund ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Mutual of America Tax Deferred Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Bnr Capital Retirement Plan in PR ($19K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Mutual of America Tax Deferred Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942684774.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.