Money Purchase · DOL Form 5500 · 2022
Senior Advocacy Services Money Purchase Plan
Data updated 2026-08-11
- $21K
- Total assets
- 2
- Participants
- 2nd
- Percentile by assets
- $10,293
- Avg per participant
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.
- 2nd percentile by assets (of 139,126 plans)
- #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.
- $21K
- total plan assets (2022 EOY)
- 2
- covered participants
- 2nd
- percentile by assets (of 139,126 plans)
- $10,293
- avg assets per participant
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.
Senior Advocacy Services across 2 plan years on file
Across the 2 plan years Senior Advocacy Services has on file (2022-2024), sponsor-wide plan assets have moved from $21K to $25K, a gain of 23.4%, while reported participants moved from 2 to 2 (+0.0%).
Senior Advocacy Services multi-year asset trail
| 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 EIN | 942684774 |
| Plan Effective Date | 2007-12-07 |
| Filing Status | FILING 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
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Mutual of America Tax Deferred Annuity Fund by total assets, not by location.
- Bnr Capital Retirement Plan (PR) $19K · 1
- Bankmanagers Corp Money Purchase Plan (IL) $19K · N/A
- Foreign Resources Consulting, Ltd. Money Purchase Plan (CT) $23K · 1
- Rio Doce America Pension Plan (NJ) $18K · N/A
Frequently Asked Questions
How did Mutual of America Tax Deferred Annuity Fund assets move in 2022? ▼
How have Senior Advocacy Services plan assets changed over time? ▼
Where does Mutual of America Tax Deferred Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Mutual of America Tax Deferred Annuity Fund? ▼
Next read for Mutual of America Tax Deferred Annuity F…
Multi-year trail
Ways to act on Mutual of America Tax Deferred Annuity Fund's numbers.
- By total assets, Mutual of America Tax Deferred Annuity Fund ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Senior Advocacy Services's sponsor-wide assets have grown 23.4% since 2022 across 2 plan years on file. More Healthcare & Social Assistance plans