Money Purchase · DOL Form 5500 · 2023
San Francisco Travel Association Money Purchase Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $544,730
- Avg per participant High balance/head
Official DOL plan name: San Francisco Travel Association Money Purchase Plan · Sponsored by San Francisco Travel Association · California · Other Services
$24M in assets, 44 participants
San Francisco Travel Association's San Francisco Travel Association Money Purchase Plan reported $24M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #6,852 in Other Services (7,857 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, $24M for 44 participants (~$544,730/participant), up 20.3% in 2023.
- #6,852
- in Other Services (7,857 peers)
- +20.3%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$23,968,106 Top 24% higher than 76% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
San Francisco Travel Association Money Purchase Plan among smaller filed plans by headcount
Plan-year 2023 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 (44 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Francisco Travel Association Money Purchase Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- San Francisco Travel Association Money Purchase Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- San Francisco Travel Association Money Purchase Plan reported participants rose from 39 in the plan year 2022 filing to 44 in the plan year 2023 filing.
DOL schedule card
Filing strip 940835150 · San Francisco Travel Association PY 2023 · Money Purchase
San Francisco Travel Association Money Purchase Plan · $24M · 44 · 76th
- SCH $24M
- SCH 44
- SCH 76th
- SCH Money Purchase
- SCH near Plumbers and Steamfitters Local No 42 Retirement Plan
- SCH ind #6852
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 940835150 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING 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
| 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.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.0B · 18,060
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.1B · 36,330
- University of Southern California Defined Contribution Retirement Plan $4.4B · 20,136
- Carpenters Annuity Trust Fund for Northern California $3.3B · 25,961
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.2B · 23,168
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 Plumbers and Steamfitters Local No 42 Retirement Plan in OH ($24M); by covered participants it is First State Bank of Carthage Employee Money Purchase Plan & Trust in TX (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.
- First State Bank of Carthage Employee Money Purchase Plan & Trust (TX) 44 · 0 off
- Plasterers Local #9 Pension Plan (NY) 44 · 0 off
- The William H. Miner Agricultural Research Institute Pension Plan (NY) 45 · 1 off
- Retirement Plan for Employees of the Peterson Institute for International Economics (DC) 43 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.