Money Purchase · DOL Form 5500 · 2024
Board of Trustees, Mfow Money Purchase Pension Plan Money Purchase Plan
Data updated 2026-08-11
- $42M
- Total assets
- 324
- Participants
- 82nd
- Percentile by assets
- $128,777
- Avg per participant
Official DOL plan name: Mfow Money Purchase Pension Plan · Sponsored by Board of Trustees, Mfow Money Purchase Pension Plan · California · Transportation & Warehousing
$42M in assets, 324 participants
Board of Trustees, Mfow Money Purchase Pension Plan's Mfow Money Purchase Pension Plan reported $42M in total assets and 324 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 123,622 plans)
- #2,665 in Transportation & Warehousing (3,299 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, $42M for 324 participants (~$128,777/participant), up 7.7% in 2024.
- $42M
- total plan assets (2024 EOY)
- 324
- covered participants
- 82nd
- percentile by assets (of 123,622 plans)
- $128,777
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mfow Money Purchase Pension Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Mfow Money Purchase Pension Plan end-of-year assets rose from $39M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Mfow Money Purchase Pension Plan reported participants fell from 336 in the plan year 2023 filing to 324 in the plan year 2024 filing.
Mfow Money Purchase Pension Plan vs the 2024 asset distribution
By assets, Mfow Money Purchase Pension Plan outranks 82% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $3M |
| Employer EIN | 946201677 |
| Plan Effective Date | 1981-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Mfow Money Purchase Pension Plan)
| 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
- 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 Mfow Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Mfow Money Purchase Pension Plan assets move in 2024? ▼
How have Board of Trustees, Mfow Money Purchase Pension Plan plan assets changed over time? ▼
Where does Mfow Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Mfow Money Purchase Pension Plan? ▼
Next read for Mfow Money Purchase Pension Plan
Scale reading
Ways to act on Mfow Money Purchase Pension Plan's numbers.
- By total assets, Mfow Money Purchase Pension 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
- Board of Trustees, Mfow Money Purchase Pension Plan's sponsor-wide assets have grown 13.0% since 2022 across 3 plan years on file. More Transportation & Warehousing plans