Mfa 401(k) match, vesting and fees
What Mfa's 401(k) 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 | John Hancock Retirement Plan Svcs | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 54 defined-contribution plans in agriculture, forestry, fishing and hunting with 1,000 to 4,999 participants.
| Mfa: employer contribution per participant | $557 | |
| Peer median | $1,612 |
| Mfa: average balance | $68,018 | |
| Peer median | $55,989 |
| Mfa: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.27% |
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 $139M at the end of plan year 2023 to $154M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,570 | $154M | $1.3M | $557 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 2,327 | $139M | $2.1M | $1,011 | 0.17% | Not published | Form 5500 ↗ |
Other Mfa plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mfa Incorporated Retirement Plan
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 | John Hancock Retirement Plan Svcs | Schedule C ↗ |
| Independent auditor | Baker Tilly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Mfa match 401(k) contributions?
The match terms for the Mfa 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $557 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mfa 401(k) match vested?
The vesting schedule for the Mfa 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mfa 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Retirement Plan Svcs. The plan administrator is Mfa Retirement Plans.
I left Mfa. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mfa Retirement Plans, (573) 876-5310) or the recordkeeper, John Hancock Retirement Plan Svcs. The Mfa old 401(k) page lists the contacts from every plan filing. Find an old Mfa 401(k)
Data from the public Form 5500 annual reports Mfa filed with the U.S. Department of Labor (plan years 2023 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 Mfa. Not financial advice. Report a correction · Methodology