Plan Ledger DOL Form 5500 · updated monthly

San Francisco Travel AssociationMoney purchase plan

SAN FRANCISCO TRAVEL ASSOCIATION MONEY PURCHASE PLAN · SAN FRANCISCO, CA · plan year 2024

Employer contribution per participant · 2024
$17,715

San Francisco Travel Association's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $27,643,171 across 141 participant accounts, with employer contributions averaging $17,715 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,854th-largest of 9,483 plans among California employers on file, and the 787th of 3,341 in other services. active participation has grown from 44 to 52 since 2022.

Plan summary
Net assets, end of year$27,643,171
Participants with balances141
Active participants52
Employer contributions$921,157
Employee contributions—
Employer contribution per active participant$17,715
Average account balance$196,051
Benefits paid to participants$318,865
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.6M · 141 accts · $921K emplr
2023$24.0M · 135 accts · $940K emplr
2022$19.9M · 132 accts · $781K emplr
Employer contributions to the San Francisco Travel Association plan · 2024
Employer contribution per active participant$17,715
Median for plans this size$2,416
2024$17,715 per active participant
2023$17,405 per active participant
2022$17,753 per active participant

San Francisco Travel Association's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
SAN FRANCISCO TRAVEL ASSOCIATION MONEY PURCHASE PLANMoney purchase plan
SAN FRANCISCO TRAVEL ASSOCIATION EMPLOYEE 401(K) PLAN401(k)
Similar plansOther Services · California
Conrad N. Hilton Foundation CA$28.6M · 0.08%
Links Healthcare Group LLC CA$27.3M · 0.80%
Simco Electronics CA$26.8M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940835150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.