401(k) · DOL Form 5500 · 2024

Mfa Benefits LLC 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
7,625
Participants Very large workforce
90th
Percentile by assets National rank
$13,187
Avg per participant Low balance/head
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Official DOL plan name: Mfa 401(k) Plan · Sponsored by Mfa Benefits LLC · New Jersey · Healthcare & Social Assistance

$101M in assets, 7,625 participants

Mfa Benefits LLC's Mfa 401(k) Plan reported $101M in total assets and 7,625 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,498 in Healthcare & Social Assistance (16,916 peers)

Coverage in New Jersey

Mfa 401(k) Plan covers 7,625 participants in New Jersey, 9.0x the typical New Jersey plan (state average ~844 per filing). Assets: $101M.

#15,498
in Healthcare & Social Assistance (16,916 peers)
+8.9%
assets growth YoY
1.0×
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 2024 · DOL Form 5500

$100,548,244 Top 10% higher than 90% 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

Mfa 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mfa 401(k) Plan lands in the large band (7,625 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mfa 401(k) Plan reported participants rose from 4,445 in the plan year 2023 filing to 7,625 in the plan year 2024 filing.
  • Mfa 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Mfa 401(k) Plan end-of-year assets rose from $92M in the plan year 2023 filing to $101M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 541278483 · Mfa Benefits LLC PY 2024 · 401(k)

Mfa 401(k) Plan · $101M · 7,625 · 90th

  • NET $101M
  • BOOK 7,625
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Rosen Hotels and Resorts, Inc. Employees Savings Trust
  • EBSA ind #15498

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

Withers Bergman LLP Section 401(k) Profit Sharing PlanWithers Bergman LLP Section …$101MRosen Hotels and Resorts, Inc. Employees Savings TrustRosen Hotels and Resorts, In…$101MMfa 401(k) Plan$101MUshv Employee Savings Plan$101MEfco Contribution & 401(k) PlanEfco Contribution & 401(k) P…$101M
End-of-year total assets ($M) among Mfa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$101M
Net Income$8M
Employer EIN541278483
Plan Effective Date1995-01-01
Filing StatusFILING 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
$80M$85M$90M$95M$100M$105M 202220232024 $86.1M $101M ▲ +16.8%
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.

Mfa 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Mfa 401(k) Plan, Total assets ($B): 0.100548244 · Participants: 7625Mfa 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Mfa 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Mfa 401(k) Plan side-by-side with 3 peers →

Scale composition for Mfa 401(k) Plan

Mfa 401(k) Plan reports $101M in end-of-year assets across 7,625 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $13,187 per participant (10% of the national average assets-per-participant) . Net income for plan year 2024 was $8M.

This plan identity (EIN 541278483, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $86M to $101M (+16.7%) while covered participants moved from 7,892 to 7,625 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,892 $86M Open filing
2023 4,445 $92M Open filing
2024 · index core 7,625 $101M This page

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 Rosen Hotels and Resorts, Inc. Employees Savings Trust in FL ($101M); by covered participants it is Moog Inc. Retirement Savings Plan in NY (7,630 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($101M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,625 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 Mfa 401(k) Plan assets move in 2024? ▼
Mfa 401(k) Plan grew at a solid clip - up 8.9% during 2024, from $92M to $101M. Reported net income was $8M.
How have Mfa Benefits LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mfa Benefits LLC's sponsor-wide assets grew 16.7%, from $86M to $101M.
Where does Mfa 401(k) Plan rank by assets among Form 5500 filers? ▼
Mfa 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Mfa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rosen Hotels and Resorts, Inc. Employees Savings Trust in FL ($101M, 3,753 participants).
Which 401(k) plans cover a similar participant headcount to Mfa 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Moog Inc. Retirement Savings Plan in NY (7,630 participants, $1.9B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 541278483.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.