Money Purchase
2022 plan-year Money Purchase DOL Form 5500

Mfow Money Purchase Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees of the Mfow Supplemental Pension Trust · California · Transportation & Warehousing

What the 2023 filing shows

Mfow Money Purchase Pension Plan holds $37M for 341 participants — about $107,754 per participant, down 6.0% over the 2022 plan year.

$37M
total plan assets (2022 EOY)
341
covered participants
$107,754
avg assets per participant
-6.0%
assets change YoY

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

Total Assets (2023)
$37M
Participants
341
State
Industry
Transportation & Warehousing

What the Filing Says About Mfow Money Purchase Pension Plan

Mfow Money Purchase Pension Plan is a Money Purchase retirement plan sponsored by Board of Trustees of the Mfow Supplemental Pension Trust, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $37M in total end-of-year assets and covers 341 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 946201677, and the plan has been effective since 1981-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $39M at the beginning of 2022 to $37M at year-end — a decline of 6.0%. Net assets (after liabilities) closed the year at $37M, with reported net income of $-2,335,142 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$39M
Total Assets (End of Year)$37M
Net Assets (End of Year)$37M
Net Income$-2,335,142
Plan TypeMoney Purchase
Employer EIN946201677
Plan Effective Date1981-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Mfow Supplemental Pension Trust)

Year Plans Participants Total Assets
2022 2 343 $38M
2023 1 336 $39M

Nearby Money Purchase Plans in California

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

Frequently Asked Questions

How much money is in the Mfow Money Purchase Pension Plan?
As of the 2022 Form 5500 filing, Mfow Money Purchase Pension Plan holds $37M in total assets with 341 participants. It is sponsored by Board of Trustees of the Mfow Supplemental Pension Trust.
What type of plan is Mfow Money Purchase Pension Plan?
Mfow Money Purchase Pension Plan is a Money Purchase plan. It has been effective since 1981-06-01. The plan is filed with the U.S. Department of Labor under EIN 946201677.
Who sponsors the Mfow Money Purchase Pension Plan?
Mfow Money Purchase Pension Plan is sponsored by Board of Trustees of the Mfow Supplemental Pension Trust, located in California. The sponsor's EIN is 946201677 and the plan operates in the Transportation & Warehousing industry.
How did Mfow Money Purchase Pension Plan perform in 2022?
Mfow Money Purchase Pension Plan declined by 6.0% during 2022, moving from $39M to $37M in total assets. Net income was $-2,335,142.
Where can I find official filings for Mfow Money Purchase Pension Plan?
Official Form 5500 filings for Mfow Money Purchase Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 946201677 or plan name at efast.dol.gov.
How does Mfow Money Purchase Pension Plan compare to other plans?
You can compare Mfow Money Purchase Pension Plan against other Money Purchase plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 946201677.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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