Other · DOL Form 5500 · 2022

Momentous Institute Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
121
Participants Small participant base
68th
Percentile by assets National rank
$94,816
Avg per participant Below avg balance/head
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Official DOL plan name: Momentous Institute Tda Retirement Plan · Sponsored by Momentous Institute · Texas · Healthcare & Social Assistance

$11M in assets, 121 participants

Momentous Institute's Momentous Institute Tda Retirement Plan reported $11M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,608 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Momentous Institute Tda Retirement Plan covers 121 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#14,608
in Healthcare & Social Assistance (20,060 peers)
-11.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Momentous Institute Tda Retirement Plan's outsized position by total assets

Momentous Institute Tda Retirement Plan vs every filed plan by assets

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

$11,472,693 Top 32% higher than 68% 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

Momentous Institute Tda Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Momentous Institute Tda Retirement Plan sits mid-pack in the medium band (121 participants).

Plan-year Form 5500 strip

Filing strip 751855620 · Momentous Institute PY 2022 · Other

Momentous Institute Tda Retirement Plan · $11M · 121 · 68th

  • EOY $11M
  • EOY 121
  • EOY 68th
  • EOY Other
  • EOY near The Kings Academy Inc. 403b Retirement Plan
  • EOY ind #14608

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 Texas →

Momentous Institute Tda Retirement Plan in the asset neighbourhood

Meadowood Corporation 403(b) Retirement PlanMeadowood Corporation 403(b)…$11MEaster Seals Ucp North Carolina & Virginia, Inc. 403(b) Retirement PlanEaster Seals Ucp North Carol…$11MMomentous Institute Tda Retirement PlanMomentous Institute Tda Reti…$11MThe Kings Academy Inc. 403b Retirement PlanThe Kings Academy Inc. 403b …$11MNew England Historic Genealogical Society Defined Contribution PlanNew England Historic Genealo…$11M
End-of-year total assets ($M) among Momentous Institute Tda Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN751855620
Plan Effective Date1957-02-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Momentous Institute)

Sponsor-wide plan assets over time

All Momentous Institute plans reported in each filing year

Latest sponsor-wide plan assets
$19M 3.1703067272649434% vs 2022
2024 filing year
$18M$19M$20M$21M 202220232024 $19.4M $18.8M ▼ -3.2%
Year Plans Participants Total Assets
2022 2 230 $19M
2023 2 228 $21M
2024 2 232 $19M

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Momentous Institute Tda Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Momentous Institute Tda Retirement Plan, Total assets ($B): 0.011472693 · Participants: 121Momentous Institute Tda Retirement PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Momentous Institute Tda Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Momentous Institute Tda Retirement Plan side-by-side with 3 peers →

Momentous Institute Tda Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is The Kings Academy Inc. 403b Retirement Plan in FL ($11M); by covered participants it is Pomona Community Health Center 403(b) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Momentous Institute Tda Retirement Plan assets move in 2022? ▼
Momentous Institute Tda Retirement Plan pulled back noticeably - down 11.6% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Momentous Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Momentous Institute's sponsor-wide assets declined 3.2%, from $19M to $19M.
Which Other plans are similar in size to Momentous Institute Tda Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Kings Academy Inc. 403b Retirement Plan in FL ($11M, 221 participants).
Which Other plans cover a similar participant headcount to Momentous Institute Tda Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Pomona Community Health Center 403(b) Plan in CA (121 participants, $3M 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 751855620.

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.