401(k) · DOL Form 5500 · 2023
Mfa Benefits LLC 401(k) Plan
Data updated 2026-08-25
- $92M
- Total assets Below avg plan size
- 4,445
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $20,778
- Avg per participant Low balance/head
Official DOL plan name: Mfa 401(k) Plan · Sponsored by Mfa Benefits LLC · New Jersey · Healthcare & Social Assistance
$92M in assets, 4,445 participants
Mfa Benefits LLC's Mfa 401(k) Plan reported $92M in total assets and 4,445 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #16,256 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Mfa 401(k) Plan covers 4,445 participants in New Jersey, 5.3x the typical New Jersey plan (state average ~844 per filing). Assets: $92M.
- #16,256
- in Healthcare & Social Assistance (17,684 peers)
- +7.2%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Mfa 401(k) Plan's outsized position by total assets
Mfa 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$92,358,304 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mfa 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mfa 401(k) Plan lands in the large band (4,445 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mfa 401(k) Plan reported net income rose from -$28M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Mfa 401(k) Plan reported participants fell from 7,892 in the plan year 2022 filing to 4,445 in the plan year 2023 filing.
- Mfa 401(k) Plan end-of-year assets rose from $86M in the plan year 2022 filing to $92M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 541278483 · Mfa Benefits LLC PY 2023 · 401(k)
Mfa 401(k) Plan · $92M · 4,445 · 91st
- BOY $92M
- BOY 4,445
- BOY 91st
- BOY 401(k)
- BOY near Curtis Instruments, Inc. 401(k) Retirement Plan
- BOY ind #16256
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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →
Mfa 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | $6M |
| Employer EIN | 541278483 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mfa Benefits LLC)
Sponsor-wide plan assets over time
All Mfa Benefits LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 16.74919196362786% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,892 | $86M |
| 2023 | 1 | 4,445 | $92M |
| 2024 | 1 | 7,625 | $101M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Mfa 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Curtis Instruments, Inc. 401(k) Retirement Plan in NY ($92M); by covered participants it is Ineos Retirement Savings Plan in TX (4,445 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($92M here).
- Curtis Instruments, Inc. 401(k) Retirement Plan (NY) $92M · 213
- Key Energy Services 401(k) Savings & Retirement Plan (TX) $92M · 1,395
- Trueblue, Inc. 401(k) Plan (WA) $92M · 5,063
- C & S Companies 401(k) Plan (NY) $92M · 532
Similar participant headcount
Nearest other-state filings by covered participants (4,445 participants); asset peers above are excluded.
- Ineos Retirement Savings Plan (TX) 4,445 · 0 off
- Walgreens Puerto Rico Retirement Savings Plan (IL) 4,445 · 0 off
- Evergy, Inc. 401(k) Savings Plan (MO) 4,443 · 2 off
- West Pharmaceutical Services, Inc. 401(k) Plan (PA) 4,447 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.