Money Purchase · DOL Form 5500 · 2024

Board of Trustees, Mfow Money Purchase Pension Plan Money Purchase Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
324
Participants Below avg headcount
82nd
Percentile by assets National rank
$128,777
Avg per participant Near avg balance/head
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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.

  • #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.

#2,665
in Transportation & Warehousing (3,299 peers)
+7.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Mfow Money Purchase Pension Plan's outsized position by total assets

Mfow Money Purchase Pension Plan vs every filed plan by assets

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

$41,723,871 Top 18% higher than 82% 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

Mfow Money Purchase Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mfow Money Purchase Pension Plan sits mid-pack in the medium band (324 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 946201677 · Board of Trustees, Mfow Money Purchase Pension Plan PY 2024 · Money Purchase

Mfow Money Purchase Pension Plan · $42M · 324 · 82nd

  • EIN $42M
  • RANK 324
  • PHOTO 82nd
  • IND Money Purchase
  • EOY near Joint Township District Memorial Hospital Employees' Pension Plan
  • 5500 ind #2665

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 Transportation & Warehousing retirement plans → · Plans in California →

Mfow Money Purchase Pension Plan in the asset neighbourhood

Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$42MIron Workers Local No. 67 Defined Contribution FundIron Workers Local No. 67 De…$42MJoint Township District Memorial Hospital Employees' Pension PlanJoint Township District Memo…$42MMfow Money Purchase Pension PlanMfow Money Purchase Pension …$42MStudio Mechanics Local 476 Annuity PlanStudio Mechanics Local 476 A…$41M
End-of-year total assets ($M) among Mfow Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$42M
Net Income$3M
Employer EIN946201677
Plan Effective Date1981-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Mfow Money Purchase Pension Plan)

Sponsor-wide plan assets over time

All Board of Trustees, Mfow Money Purchase Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$43M 13.013871170524613% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $38M $42.9M ▲ +13.0%
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 Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Mfow Money Purchase Pension Plan, Total assets ($B): 0.041723871 · Participants: 324Mfow Money Purchase Pension PlanThe 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
Mfow Money Purchase Pension Plan vs. nearby Money Purchase plans in California, assets vs. participants

Mfow Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Joint Township District Memorial Hospital Employees' Pension Plan in OH ($42M); by covered participants it is United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan in NY (327 participants). Same-state nearby plans are listed separately above.

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 Mfow Money Purchase Pension Plan assets move in 2024? ▼
Mfow Money Purchase Pension Plan grew at a solid clip - up 7.7% during 2024, from $39M to $42M. Reported net income was $3M.
How have Board of Trustees, Mfow Money Purchase Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Mfow Money Purchase Pension Plan's sponsor-wide assets grew 13.0%, from $38M to $43M.
Where does Mfow Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Mfow Money Purchase Pension Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Mfow Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Joint Township District Memorial Hospital Employees' Pension Plan in OH ($42M, 383 participants).
Which Money Purchase plans cover a similar participant headcount to Mfow Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan in NY (327 participants, $9M in assets).