401(k) · DOL Form 5500 · 2022

Momentum Insurance and Financial Services 401(k) Plan

Data updated 2026-08-25

$18K
Total assets Small plan by assets
11
Participants Small participant base
2nd
Percentile by assets National rank
$1,672
Avg per participant Low balance/head
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Official DOL plan name: Momentum Insurance 401(k) Plan · Sponsored by Momentum Insurance and Financial Services · Texas · Finance & Insurance

$18K in assets, 11 participants

Momentum Insurance and Financial Services's Momentum Insurance 401(k) Plan reported $18K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 2nd 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.

  • #112 in Finance & Insurance (9,261 peers)

Momentum Insurance and Financial Services multi-year trail

Momentum Insurance and Financial Services's plans moved -69.8% in assets from 2022 to 2024; this filing shows Momentum Insurance 401(k) Plan at $18K / 11 participants.

#112
in Finance & Insurance (9,261 peers)
-36.1%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Momentum Insurance 401(k) Plan among the smaller filed plans by assets

Momentum Insurance 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,393 2nd percentile higher than 2% of 139,123 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 2022

Momentum Insurance 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Momentum Insurance 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 061767610 · Momentum Insurance and Financial Services PY 2022 · 401(k)

Momentum Insurance 401(k) Plan · $18K · 11 · 2nd

  • VS-ST $18K
  • VS-ST 11
  • VS-ST 2nd
  • VS-ST 401(k)
  • VS-ST near Anderson Fitness Inc. 401(k) Plan
  • VS-ST ind #112

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 Finance & Insurance retirement plans → · Plans in Texas →

Momentum Insurance 401(k) Plan in the asset neighbourhood

Momentum Insurance 401(k) PlanMomentum Insurance 401(k) Pl…$18KAnderson Fitness Inc. 401(k) PlanAnderson Fitness Inc. 401(k)…$18K303 Consulting Corp. 401(k) Plan303 Consulting Corp. 401(k) …$18KTau Ceti Enterprise Group, Inc. 401(k) Profit Sharing PlanTau Ceti Enterprise Group, I…$18KElevated Mushrooms Retirement PlanElevated Mushrooms Retiremen…$18K
End-of-year total assets ($M) among Momentum Insurance 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Momentum Insurance and Financial Services multi-year asset trail

Sponsor-wide plan assets over time

All Momentum Insurance and Financial Services plans reported in each filing year

Latest sponsor-wide plan assets
$6K 69.83091393464905% vs 2022
2024 filing year
$0.01M$0.01M$0.02M$0.02M$0.03M 202220232024 $0.02M $0.01M ▼ -50.0%
Year Plans Participants Total Assets
2022 1 11 $18K
2023 1 9 $23K
2024 1 9 $6K

Momentum Insurance and Financial Services filing trail (2022)

Total Assets (Beginning of Year)$29K
Net Assets (End of Year)$18K
Net Income-$10K
Employer EIN061767610
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Momentum Insurance 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Momentum Insurance 401(k) Plan, Total assets ($B): 0.000018393 · Participants: 11Momentum Insurance 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Momentum Insurance 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Momentum Insurance 401(k) Plan side-by-side with 3 peers →

Momentum Insurance 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Anderson Fitness Inc. 401(k) Plan in AZ ($18K); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Momentum Insurance 401(k) Plan assets move in 2022? ▼
Momentum Insurance 401(k) Plan contracted severely - down 36.1% during 2022, from $29K to $18K. Reported net income was -$10K.
How have Momentum Insurance and Financial Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Momentum Insurance and Financial Services's sponsor-wide assets declined 69.8%, from $18K to $6K.
Where does Momentum Insurance 401(k) Plan rank by assets among Form 5500 filers? ▼
Momentum Insurance 401(k) Plan ranks in the 2nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Momentum Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anderson Fitness Inc. 401(k) Plan in AZ ($18K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Momentum Insurance 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061767610.

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.