Money Purchase · DOL Form 5500 · 2023

Board of Trustees of the Mfow Supplemental Pension Trust Money Purchase Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
336
Participants Below avg headcount
83rd
Percentile by assets National rank
$115,267
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mfow Money Purchase Pension Plan · Sponsored by Board of Trustees of the Mfow Supplemental Pension Trust · California · Transportation & Warehousing

$39M in assets, 336 participants

Board of Trustees of the Mfow Supplemental Pension Trust's Mfow Money Purchase Pension Plan reported $39M in total assets and 336 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,733 in Transportation & Warehousing (3,362 peers)

Where Mfow Money Purchase Pension Plan sits by assets

Mfow Money Purchase Pension Plan sits in the top quartile of all filed plans by assets, $39M for 336 participants (~$115,267/participant), up 5.4% in 2023.

#2,733
in Transportation & Warehousing (3,362 peers)
+5.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Mfow Money Purchase Pension Plan's outsized position by total assets

Mfow Money Purchase Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$38,729,714 Top 17% higher than 83% of 127,068 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 2023

Mfow Money Purchase Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mfow Money Purchase Pension Plan sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mfow Money Purchase Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mfow Money Purchase Pension Plan end-of-year assets rose from $37M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Mfow Money Purchase Pension Plan reported participants fell from 341 in the plan year 2022 filing to 336 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 946201677 · Board of Trustees of the Mfow Supplemental Pension Trust PY 2023 · Money Purchase

Mfow Money Purchase Pension Plan · $39M · 336 · 83rd

  • PCT $39M
  • EIN 336
  • RANK 83rd
  • PHOTO Money Purchase
  • IND near Paintmakers Money Accumulation Pension Plan B
  • EOY ind #2733

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 Transportation & Warehousing retirement plans → · Plans in California →

Mfow Money Purchase Pension Plan in the asset neighbourhood

Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement FundMachinery Movers, Riggers & …$39MPaintmakers Money Accumulation Pension Plan BPaintmakers Money Accumulati…$39MMfow Money Purchase Pension PlanMfow Money Purchase Pension …$39MGtcr Retirement Plan$38MPipe Fitters Local Union #211 Defined Contribution Retirement PlanPipe Fitters Local Union #21…$38M
End-of-year total assets ($M) among Mfow Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

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

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

Sponsor-wide plan assets over time

All Board of Trustees of the Mfow Supplemental Pension Trust plans reported in each filing year

Latest sponsor-wide plan assets
$43M 13.013871170524613% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $38M $42.9M ▲ +13.0%
Year Plans Participants Total Assets
2022 2 343 $38M
2023 1 336 $39M
2024 2 326 $43M

Nearby Money Purchase Plans in California

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

Mfow Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Mfow Money Purchase Pension Plan, Total assets ($B): 0.038729714 · Participants: 336Mfow Money Purchase Pension PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Mfow Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Mfow Money Purchase Pension Plan side-by-side with 3 peers →

Mfow Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Paintmakers Money Accumulation Pension Plan B in WA ($39M); by covered participants it is Operating Eng. Local 474 Defined Contribution in TN (338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (336 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mfow Money Purchase Pension Plan assets move in 2023? ▼
Mfow Money Purchase Pension Plan grew at a solid clip - up 5.4% during 2023, from $37M to $39M. Reported net income was $2M.
How have Board of Trustees of the Mfow Supplemental Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Mfow Supplemental Pension Trust's sponsor-wide assets grew 13.0%, from $38M to $43M.
Where does Mfow Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Mfow Money Purchase Pension Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Mfow Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Paintmakers Money Accumulation Pension Plan B in WA ($39M, 345 participants).
Which Money Purchase plans cover a similar participant headcount to Mfow Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Operating Eng. Local 474 Defined Contribution in TN (338 participants, $56M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 946201677.

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.