Money Purchase · DOL Form 5500 · 2024

Senior Advocacy Services Money Purchase Plan

Data updated 2026-08-25

$25K
Total assets Small plan by assets
2
Participants Small participant base
2nd
Percentile by assets National rank
$12,699
Avg per participant Low balance/head
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Official DOL plan name: Mutual of America Tax Deferred Annuity Fund · Sponsored by Senior Advocacy Services · California · Healthcare & Social Assistance

$25K in assets, 2 participants

Senior Advocacy Services's Mutual of America Tax Deferred Annuity Fund reported $25K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

  • #269 in Healthcare & Social Assistance (16,916 peers)

Senior Advocacy Services multi-year trail

Senior Advocacy Services's plans moved +23.4% in assets from 2022 to 2024; this filing shows Mutual of America Tax Deferred Annuity Fund at $25K / 2 participants.

#269
in Healthcare & Social Assistance (16,916 peers)
+7.0%
assets growth YoY

Mutual of America Tax Deferred Annuity Fund among the smaller filed plans by assets

Mutual of America Tax Deferred Annuity Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$25,398 2nd percentile higher than 2% of 123,620 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 2024

Mutual of America Tax Deferred Annuity Fund among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mutual of America Tax Deferred Annuity Fund is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Mutual of America Tax Deferred Annuity Fund reported net income rose from -$2K in the plan year 2022 filing to $2K in the plan year 2024 filing.
  • Mutual of America Tax Deferred Annuity Fund end-of-year assets rose from $21K in the plan year 2022 filing to $25K in the plan year 2024 filing.

See the national 2022→2024 release diff →

DOL schedule card

Filing strip 942684774 · Senior Advocacy Services PY 2024 · Money Purchase

Mutual of America Tax Deferred Annuity Fund · $25K · 2 · 2nd

  • PART $25K
  • TYPE 2
  • NET 2nd
  • BOOK Money Purchase
  • VS-ST near Bnr Capital Retirement Plan
  • BOY ind #269

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Mutual of America Tax Deferred Annuity Fund in the asset neighbourhood

Mutual of America Tax Deferred Annuity FundMutual of America Tax Deferr…$25KBnr Capital Retirement Plan$26KMandava Associates/ Money Purchase PlanMandava Associates/ Money Pu…$26KThe Council of Churches of Greater Bridgeport Pension PlanThe Council of Churches of G…$27KIllinois Valley Community Hospital Defined Contribution Retirement PlanIllinois Valley Community Ho…$30K
End-of-year total assets ($M) among Mutual of America Tax Deferred Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Senior Advocacy Services multi-year asset trail

Sponsor-wide plan assets over time

All Senior Advocacy Services plans reported in each filing year

Latest sponsor-wide plan assets
$25K 23.375109297580877% vs 2022
2024 filing year
$0.02M$0.02M$0.03M$0.03M$0.04M 20222024 $0.02M $0.03M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 2 $21K
2024 1 2 $25K

Senior Advocacy Services filing trail (2024)

Total Assets (Beginning of Year)$24K
Net Assets (End of Year)$25K
Net Income$2K
Employer EIN942684774
Plan Effective Date2007-12-07
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

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

Mutual of America Tax Deferred Annuity Fund vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Mutual of America Tax Deferred Annuity Fund, Total assets ($B): 0.000025398 · Participants: 2Mutual of America Tax Deferred Annuity FundThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 7.903445624 · Participants: 18550The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.667619665 · Participants: 37013Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 5.016619293 · Participants: 19806University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.48261473 · Participants: 24741Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America - Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.321194427 · Participants: 23032Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan
Mutual of America Tax Deferred Annuity Fund vs. nearby Money Purchase plans in California, assets vs. participants
Compare Mutual of America Tax Deferred Annuity Fund side-by-side with 3 peers →

Mutual of America Tax Deferred Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Bnr Capital Retirement Plan in PR ($26K); by covered participants it is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Mutual of America Tax Deferred Annuity Fund assets move in 2024? ▼
Mutual of America Tax Deferred Annuity Fund grew at a solid clip - up 7.0% during 2024, from $24K to $25K. Reported net income was $2K.
How have Senior Advocacy Services plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Senior Advocacy Services's sponsor-wide assets grew 23.4%, from $21K to $25K.
Where does Mutual of America Tax Deferred Annuity Fund rank by assets among Form 5500 filers? ▼
Mutual of America Tax Deferred Annuity Fund ranks in the 2nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Mutual of America Tax Deferred Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Bnr Capital Retirement Plan in PR ($26K, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Mutual of America Tax Deferred Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Virginia Aquaklear Inc 401(k) Profit Sharing Plan in VA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942684774.

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.