Money Purchase · DOL Form 5500 · 2022

San Francisco Travel Association Money Purchase Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
39
Participants Small participant base
77th
Percentile by assets National rank
$510,974
Avg per participant High balance/head
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Official DOL plan name: San Francisco Travel Association Money Purchase Plan · Sponsored by San Francisco Travel Association · California · Other Services

$20M in assets, 39 participants

San Francisco Travel Association's San Francisco Travel Association Money Purchase Plan reported $20M in total assets and 39 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,367 in Other Services (8,398 peers)

Where San Francisco Travel Association Money Purchase Plan sits by assets

San Francisco Travel Association Money Purchase Plan sits in the top quartile of all filed plans by assets, $20M for 39 participants (~$510,974/participant), down 21.5% in 2022.

#7,367
in Other Services (8,398 peers)
-21.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

San Francisco Travel Association Money Purchase Plan's outsized position by total assets

San Francisco Travel Association Money Purchase Plan vs every filed plan by assets

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

$19,927,988 Top 23% higher than 77% 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

San Francisco Travel Association Money Purchase Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. San Francisco Travel Association Money Purchase Plan is a small filing (39 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 940835150 · San Francisco Travel Association PY 2022 · Money Purchase

San Francisco Travel Association Money Purchase Plan · $20M · 39 · 77th

  • PHOTO $20M
  • PHOTO 39
  • PHOTO 77th
  • PHOTO Money Purchase
  • PHOTO near Community Hospital Employees Pension Plan
  • PHOTO ind #7367

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 Other Services retirement plans → · Plans in California →

San Francisco Travel Association Money Purchase Plan in the asset neighbourhood

Morningside University Defined Contribution RetireMorningside University Defin…$20MSanford Bismarck Money Purchase Pension Plan (Qr)Sanford Bismarck Money Purch…$20MSan Francisco Travel Association Money Purchase PlanSan Francisco Travel Associa…$20MCommunity Hospital Employees Pension PlanCommunity Hospital Employees…$20MAu Medical Associates Employees' Money Purchase Pension PlanAu Medical Associates Employ…$20M
End-of-year total assets ($M) among San Francisco Travel Association Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$20M
Net Income-$5M
Employer EIN940835150
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Francisco Travel Association)

Sponsor-wide plan assets over time

All San Francisco Travel Association plans reported in each filing year

Latest sponsor-wide plan assets
$28M 15.697663922092595% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $32.8M $27.6M ▼ -15.7%
Year Plans Participants Total Assets
2022 2 80 $33M
2023 1 44 $24M
2024 1 54 $28M

Nearby Money Purchase Plans in California

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

San Francisco Travel Association Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants San Francisco Travel Association Money Purchase Plan, Total assets ($B): 0.019927988 · Participants: 39San Francisco Travel Association Money Purchase PlanThe 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
San Francisco Travel Association Money Purchase Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare San Francisco Travel Association Money Purchase Plan side-by-side with 3 peers →

San Francisco Travel Association Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Community Hospital Employees Pension Plan in NE ($20M); by covered participants it is Uhhs Memorial Hospital of Geneva Employee Retirement Plan in OH (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 San Francisco Travel Association Money Purchase Plan assets move in 2022? ▼
San Francisco Travel Association Money Purchase Plan declined sharply - down 21.5% during 2022, from $25M to $20M. Reported net income was -$5M.
How have San Francisco Travel Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Francisco Travel Association's sponsor-wide assets declined 15.7%, from $33M to $28M.
Where does San Francisco Travel Association Money Purchase Plan rank by assets among Form 5500 filers? ▼
San Francisco Travel Association Money Purchase Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to San Francisco Travel Association Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Community Hospital Employees Pension Plan in NE ($20M, 278 participants).
Which Money Purchase plans cover a similar participant headcount to San Francisco Travel Association Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Uhhs Memorial Hospital of Geneva Employee Retirement Plan in OH (39 participants, $4M 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 940835150.

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.