Other · DOL Form 5500 · 2024

Mexican American Opportunity Foundation Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
910
Participants Near avg headcount
76th
Percentile by assets National rank
$30,298
Avg per participant Low balance/head
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Official DOL plan name: The Maof 403(b) Plan · Sponsored by Mexican American Opportunity Foundation · California · Other Services

$28M in assets, 910 participants

Mexican American Opportunity Foundation's The Maof 403(b) Plan reported $28M in total assets and 910 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.

  • #6,761 in Other Services (7,719 peers)

Where The Maof 403(b) Plan sits by assets

The Maof 403(b) Plan sits in the top quartile of all filed plans by assets, $28M for 910 participants (~$30,298/participant), up 15.9% in 2024.

#6,761
in Other Services (7,719 peers)
+15.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Maof 403(b) Plan's outsized position by total assets

The Maof 403(b) Plan vs every filed plan by assets

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

$27,571,022 Top 24% higher than 76% 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

The Maof 403(b) 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. The Maof 403(b) Plan sits mid-pack in the medium band (910 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Maof 403(b) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Maof 403(b) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • The Maof 403(b) Plan reported participants rose from 899 in the plan year 2023 filing to 910 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 952594166 · Mexican American Opportunity Foundation PY 2024 · Other

The Maof 403(b) Plan · $28M · 910 · 76th

  • BOOK $28M
  • VS-ST 910
  • BOY 76th
  • SCH Other
  • EBSA near Ethel Walker School Retirement Plan
  • PART ind #6761

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 →

The Maof 403(b) Plan in the asset neighbourhood

Austin College Tax-Deferred Annuity PlanAustin College Tax-Deferred …$28M403(b) Thrift Plan of New York Road Runners Club, Inc.403(b) Thrift Plan of New Yo…$28MOrchard School Retirement PlanOrchard School Retirement Pl…$28MThe Maof 403(b) Plan$28MEthel Walker School Retirement PlanEthel Walker School Retireme…$28M
End-of-year total assets ($M) among The Maof 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN952594166
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mexican American Opportunity Foundation)

Sponsor-wide plan assets over time

All Mexican American Opportunity Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$28M 29.883069057544592% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.2M $27.6M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 898 $21M
2023 1 899 $24M
2024 1 910 $28M

Nearby Other Plans in California

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

The Maof 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Maof 403(b) Plan, Total assets ($B): 0.027571022 · Participants: 910The Maof 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
The Maof 403(b) Plan vs. nearby Other plans in California, assets vs. participants

The Maof 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Ethel Walker School Retirement Plan in CT ($28M); by covered participants it is Horizon House 403(b) Retirement Plan in PA (910 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (910 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 The Maof 403(b) Plan assets move in 2024? ▼
The Maof 403(b) Plan grew sharply - up 15.9% during 2024, from $24M to $28M. Reported net income was $4M.
How have Mexican American Opportunity Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mexican American Opportunity Foundation's sponsor-wide assets grew 29.9%, from $21M to $28M.
Where does The Maof 403(b) Plan rank by assets among Form 5500 filers? ▼
The Maof 403(b) Plan ranks in the 76th 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 Other plans are similar in size to The Maof 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Ethel Walker School Retirement Plan in CT ($28M, 98 participants).
Which Other plans cover a similar participant headcount to The Maof 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Horizon House 403(b) Retirement Plan in PA (910 participants, $25M in assets).