Foraker Group retirement plan: assets, participants and fees
What Foraker Group's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mutual of America Investment Corp | Schedule C ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 65,395 defined-contribution plans in other services with fewer than 100 participants.
| Foraker Group: employer contribution per participant | $10,431 | |
| Peer median | $1,310 |
| Foraker Group: average balance | $163,084 | |
| Peer median | $14,317 |
| Foraker Group: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.52% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.2M at the end of plan year 2021 to $6.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 41 | $6.4M | $407K | $10,431 | 0.01% | Not published | Form 5500 ↗ |
| 2024 | 403 | $11.6M | $634K | $1,886 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 291 | $8.4M | $489K | $1,819 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 175 | $5.7M | $319K | $1,853 | 3.67% | Not published | 5500-SF ↗ |
| 2021 | 85 | $5.2M | $147K | $1,724 | <0.01% | Not published | 5500-SF ↗ |
Common questions
Does Foraker Group match 401(k) contributions?
The match terms for the 403(b) Thrift Plan for Employees of the Foraker Group have not been published from its filing yet. The plan year 2025 filing reports $407K in employer contributions, about $10,431 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Foraker Group 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan for Employees of the Foraker Group is not in the data published so far. Your Summary Plan Description states it.
Who manages the Foraker Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Mutual of America Investment Corp. The plan administrator is The Foraker Group.
I left Foraker Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Foraker Group, (907) 743-1247) or the recordkeeper, Mutual of America Investment Corp. The Foraker Group old 401(k) page lists the contacts from every plan filing. Find an old Foraker Group 401(k)
Data from the public Form 5500 annual reports Foraker Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Foraker Group. Not financial advice. Report a correction · Methodology