Metropolitan Family Service retirement plan: assets, participants and fees
What Metropolitan Family Service'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 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Metropolitan Family Service: employer contribution per participant | $1,235 | |
| Peer median | $1,468 |
| Metropolitan Family Service: average balance | $46,594 | |
| Peer median | $37,786 |
| Metropolitan Family Service: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.39% |
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 $4.4M at the end of plan year 2021 to $6.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 407 | $6.8M | $182K | $1,235 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 381 | $5.1M | $147K | $961 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 150 | $4.4M | $129K | $951 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Metropolitan Family Service match 401(k) contributions?
The match terms for the Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. have not been published from its filing yet. The plan year 2024 filing reports $182K in employer contributions, about $1,235 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Metropolitan Family Service 401(k) match vested?
The vesting schedule for the Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Metropolitan Family Service 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Metropolitan Family Service, Inc..
I left Metropolitan Family Service. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Metropolitan Family Service, Inc., (503) 249-8215) or the recordkeeper, Mutual of America Investment Corp. The Metropolitan Family Service old 401(k) page lists the contacts from every plan filing. Find an old Metropolitan Family Service 401(k)
Data from the public Form 5500 annual reports Metropolitan Family Service filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2024) 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 Metropolitan Family Service. Not financial advice. Report a correction · Methodology