Money Purchase · DOL Form 5500 · 2024
San Francisco Travel Association Money Purchase Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 54
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $511,911
- 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
$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.
- #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.
- #6,762
- in Other Services (7,719 peers)
- +15.3%
- assets growth YoY
- 0.3×
- 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 2024 · DOL Form 5500
$27,643,171 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
San Francisco Travel Association Money Purchase Plan among smaller filed plans by headcount
Plan-year 2024 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 (54 participants) on this national headcount ladder.
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.
Published 5500 schedule card
Filing strip 940835150 · San Francisco Travel Association PY 2024 · Money Purchase
San Francisco Travel Association Money Purchase Plan · $28M · 54 · 76th
- PART $28M
- TYPE 54
- NET 76th
- BOOK Money Purchase
- VS-ST near Community Hospital Employees Pension Plan
- BOY ind #6762
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 (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)
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. $7.9B · 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
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 Community Hospital Employees Pension Plan in NE ($27M); by covered participants it is The Fresh Air Fund Pension Plan in NY (54 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.