Money Purchase · DOL Form 5500 · 2022
San Francisco Travel Association Money Purchase Plan
Data updated 2026-08-11
- $20M
- Total assets
- 39
- Participants
- 77th
- Percentile by assets
- $510,974
- Avg per participant
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.
- 77th percentile by assets (of 139,126 plans)
- #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.
- $20M
- total plan assets (2022 EOY)
- 39
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $510,974
- avg assets per participant
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 vs the 2022 asset distribution
By assets, San Francisco Travel Association Money Purchase Plan outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$5M |
| Employer EIN | 940835150 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Francisco Travel Association)
| 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
- 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 San Francisco Travel Association Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did San Francisco Travel Association Money Purchase Plan assets move in 2022? ▼
How have San Francisco Travel Association plan assets changed over time? ▼
Where does San Francisco Travel Association Money Purchase Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to San Francisco Travel Association Money Purchase Plan? ▼
Next read for San Francisco Travel Association Money P…
Scale reading
Ways to act on San Francisco Travel Association Money Purchase Plan's numbers.
- By total assets, San Francisco Travel Association Money Purchase Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- San Francisco Travel Association's sponsor-wide assets have declined 15.7% since 2022 across 3 plan years on file. More Other Services plans