Money Purchase · DOL Form 5500 · 2024
San Francisco Travel Association Money Purchase Plan
Data updated 2026-08-11
- $28M
- Total assets
- 54
- Participants
- 76th
- Percentile by assets
- $511,911
- Avg per participant
Official DOL plan name: San Francisco Travel Association Money Purchase Plan · Sponsored by San Francisco Travel Association · California · Other Services
$28M in assets, 54 participants
San Francisco Travel Association's San Francisco Travel Association Money Purchase Plan reported $28M in total assets and 54 participants in its 2024 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.
- 76th percentile by assets (of 123,622 plans)
- #6,762 in Other Services (7,719 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, $28M for 54 participants (~$511,911/participant), up 15.3% in 2024.
- $28M
- total plan assets (2024 EOY)
- 54
- covered participants
- 76th
- percentile by assets (of 123,622 plans)
- $511,911
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- San Francisco Travel Association Money Purchase Plan reported participants rose from 44 in the plan year 2023 filing to 54 in the plan year 2024 filing.
- San Francisco Travel Association Money Purchase Plan end-of-year assets rose from $24M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- San Francisco Travel Association Money Purchase Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
San Francisco Travel Association Money Purchase Plan vs the 2024 asset distribution
By assets, San Francisco Travel Association Money Purchase Plan outranks 76% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| 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. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
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.
- Community Hospital Employees Pension Plan (NE) $27M · 314
- Local 670 Annuity Fund (NY) $28M · 1,341
- Doctors Council Annuity Fund 2 (NY) $28M · 90
- Pax Machine Works, Inc. Pension Plan & Trust (OH) $28M · 188
Frequently Asked Questions
How did San Francisco Travel Association Money Purchase Plan assets move in 2024? ▼
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