How big is Mexican American Opportunity Foundation's plan?

Mexican American Opportunity Foundation's plan reported $23.8M in assets and 905 participants for 2023.

Original filing (PDF)20250414165237NAL0000928627005

Mexican American Opportunity Foundation

Name: Mexican American Opportunity Foundation — Form 5500 Plan 001 (2023)
Creator: Mexican American Opportunity Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The MAOF 403(b) Plan

403(b) retirement plan · Mexican American Opportunity Foundation's The MAOF 403(b) Plan held $23.8M in plan assets for 905 participants in 2023, with Mutual of America as recordkeeper.

Active participants

905

Accounts w/ balance

967

Plan assets (EOY)

$23.8M

Net assets (EOY)

$23.8M

Plan identifiers

Mexican American Opportunity Foundation's EIN is 95-2594166.

EIN 95-2594166

Plan number 001

Plan year 2023

ACK ID 20250414165237NAL0000928627005

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mexican American Opportunity Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Mexican American Opportunity Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEXICAN AMERICAN OPPORTUNITY FOUNDATION.

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How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

MEXICAN AMERICAN OPPORTUNITY FOUNDATION

EIN

all filings

Address

401 N. GARFIELD AVE. · MONTEBELLO, CA · 90640

Phone

(323) 890-9600

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

VASQUEZ & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP. LLC	—	NEW YORK, NY	RECORDKEEPER	$29K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INC.	—	SANTA MONICA, CA	FIDUCIARY ADVISOR	$5K	—

Investments

20 direct securities· $23.8M(100% of reported assets)

Other securities

$12.3M

13 holdings

Common Collective Trusts

$6.8M

5 holdings

Mutual Funds

$4.6M

2 holdings

					% of plan
Unallocated Insurance Contracts * VALIC Fixed Account Plus Fund	Other securities	—	—	$4.9M	20.7%
Mutual of America Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$4.6M	19.3%
Vanguard Treasury Money Market Investor Shares	Mutual Funds	—	—	$4.6M	19.2%
Mutual of America Mutual of America Clear Passage 2035 Fund	Other securities	—	—	$3.7M	15.5%
balances	Other securities	—	—	$1.2M	5.1%
Mutual of America Mutual of America Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$1.2M	5.0%
Mutual of America Mutual of America International Fund	Other securities	—	—	$840K	3.5%
Mutual of America Mutual of America Clear Passage 2040 Fund	Other securities	—	—	$731K	3.1%
Mutual of America Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$702K	3.0%
Mutual of America Mutual of America Retirement Income Fund	Other securities	—	—	$398K	1.7%
Vanguard Total Bond Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$278K	1.2%
Mutual of America Mutual of America Clear Passage 2045 Fund	Other securities	—	—	$151K	0.6%
VALIC Short Term Fixed Account	Other securities	—	—	$114K	0.5%
Vanguard Real Estate Index Fund Admiral Shares	Common Collective Trusts	—	—	$74K	0.3%
Mutual of America Mutual of America Clear Passage 2050 Fund	Other securities	—	—	$72K	0.3%
s * Mutual of America Mutual of America Clear Passage 2020 Fund ** 401 * Mutual of America Mutual of America Clear Passage 2025 Fund	Mutual Funds	—	—	$69K	0.3%
Mutual of America Mutual of America Clear Passage 2055 Fund	Other securities	—	—	$65K	0.3%
Mutual of America Mutual of America Clear Passage 2060 Fund	Other securities	—	—	$59K	0.2%
Mutual of America Mutual of America Clear Passage 2065 Fund	Other securities	—	—	$49K	0.2%
Mutual of America Mutual of America Clear Passage 2030 Fund	Other securities	—	—	$46K	0.2%