Other · DOL Form 5500 · 2023

Mexican American Opportunity Foundation Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
899
Participants Near avg headcount
76th
Percentile by assets National rank
$26,462
Avg per participant Low balance/head
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Official DOL plan name: The Maof 403(b) Plan · Sponsored by Mexican American Opportunity Foundation · California · Other Services

$24M in assets, 899 participants

Mexican American Opportunity Foundation's The Maof 403(b) Plan reported $24M in total assets and 899 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.

  • #6,847 in Other Services (7,857 peers)

Where The Maof 403(b) Plan sits by assets

The Maof 403(b) Plan sits in the top quartile of all filed plans by assets, $24M for 899 participants (~$26,462/participant), up 12.1% in 2023.

#6,847
in Other Services (7,857 peers)
+12.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Maof 403(b) Plan's outsized position by total assets

The Maof 403(b) Plan vs every filed plan by assets

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

$23,789,254 Top 24% higher than 76% 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

The Maof 403(b) 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. The Maof 403(b) Plan sits mid-pack in the medium band (899 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Maof 403(b) Plan reported net income fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Maof 403(b) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952594166 · Mexican American Opportunity Foundation PY 2023 · Other

The Maof 403(b) Plan · $24M · 899 · 76th

  • RANK $24M
  • RANK 899
  • RANK 76th
  • RANK Other
  • RANK near Variety Care, Inc. 403(b) Plan
  • RANK ind #6847

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 →

The Maof 403(b) Plan in the asset neighbourhood

Faulkner University Tax Deferred Annuity PlanFaulkner University Tax Defe…$24MRhd Investors Choice 403(b) PlanRhd Investors Choice 403(b) …$24MVariety Care, Inc. 403(b) PlanVariety Care, Inc. 403(b) Pl…$24MThe Maof 403(b) Plan$24MSection 403(b) Retirement Plan for Employees of Odyssey House, Inc.Section 403(b) Retirement Pl…$24M
End-of-year total assets ($M) among The Maof 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN952594166
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mexican American Opportunity Foundation)

Sponsor-wide plan assets over time

All Mexican American Opportunity Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$28M 29.883069057544592% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.2M $27.6M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 898 $21M
2023 1 899 $24M
2024 1 910 $28M

Nearby Other Plans in California

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

The Maof 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Maof 403(b) Plan, Total assets ($B): 0.023789254 · Participants: 899The Maof 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
The Maof 403(b) Plan vs. nearby Other plans in California, assets vs. participants

The Maof 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Variety Care, Inc. 403(b) Plan in OK ($24M); by covered participants it is University of New Haven Retirement and 403(b) Savings Plan in CT (899 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (899 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 The Maof 403(b) Plan assets move in 2023?
The Maof 403(b) Plan grew at a solid clip - up 12.1% during 2023, from $21M to $24M. Reported net income was $3M.
How have Mexican American Opportunity Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Mexican American Opportunity Foundation's sponsor-wide assets grew 29.9%, from $21M to $28M.
Where does The Maof 403(b) Plan rank by assets among Form 5500 filers?
The Maof 403(b) Plan ranks in the 76th 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 Other plans are similar in size to The Maof 403(b) Plan?
Among Other plans in other states, the closest by assets is Variety Care, Inc. 403(b) Plan in OK ($24M, 725 participants).
Which Other plans cover a similar participant headcount to The Maof 403(b) Plan?
Among Other plans in other states, the closest by covered participants is University of New Haven Retirement and 403(b) Savings Plan in CT (899 participants, $293M in assets).