Money Purchase · DOL Form 5500 · 2022

Momentous Institute Money Purchase Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
109
Participants Small participant base
60th
Percentile by assets National rank
$72,402
Avg per participant Below avg balance/head
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Official DOL plan name: Momentous Institute Retirement Plan · Sponsored by Momentous Institute · Texas · Healthcare & Social Assistance

$8M in assets, 109 participants

Momentous Institute's Momentous Institute Retirement Plan reported $8M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #13,215 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Momentous Institute Retirement Plan covers 109 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#13,215
in Healthcare & Social Assistance (20,060 peers)
-13.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Momentous Institute Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Momentous Institute Retirement Plan vs every filed plan by assets

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

$7,891,774 Top 40% higher than 60% 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 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 Retirement Plan sits mid-pack in the medium band (109 participants).

Form 5500 schedule snapshot

Filing strip 751855620 · Momentous Institute PY 2022 · Money Purchase

Momentous Institute Retirement Plan · $8M · 109 · 60th

  • BOY $8M
  • SCH 109
  • EBSA 60th
  • PART Money Purchase
  • TYPE near The Guidance Center Money Purchase Plan
  • NET ind #13215

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 Retirement Plan in the asset neighbourhood

Local 360 401(k) and Severance PlanLocal 360 401(k) and Severan…$8MMomentous Institute Retirement PlanMomentous Institute Retireme…$8MThe Guidance Center Money Purchase PlanThe Guidance Center Money Pu…$8MNortheast Treatement Centers Employee Money Purchase Pension PlanNortheast Treatement Centers…$8MTilesetters and Finishers of Northern Califor Nia Joint Supplemental PlanTilesetters and Finishers of…$8M
End-of-year total assets ($M) among Momentous Institute Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
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 Money Purchase Plans in Texas

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

Momentous Institute Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -500050010001500 Total assets ($M) Participants Momentous Institute Retirement Plan, Total assets ($M): 7.891774 · Participants: 109Momentous Institute Retirement PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($M): 957.347914 · Participants: 0Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($M): 846.473174 · Participants: 9281Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($M): 718.249932 · Participants: 6837William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($M): 211.048041 · Participants: 1394Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($M): 136.613237 · Participants: 3298Greater Texas IBEW NECA Annuity Plan
Momentous Institute Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Momentous Institute Retirement Plan side-by-side with 3 peers →

Momentous Institute Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is The Guidance Center Money Purchase Plan in PA ($8M); by covered participants it is Missouri Hospital Association Employees Pension Plan in MO (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Retirement Plan assets move in 2022? ▼
Momentous Institute Retirement Plan pulled back noticeably - down 13.2% during 2022, from $9M to $8M. Reported net income was -$1M.
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 Money Purchase plans are similar in size to Momentous Institute Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Guidance Center Money Purchase Plan in PA ($8M, 148 participants).
Which Money Purchase plans cover a similar participant headcount to Momentous Institute Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Missouri Hospital Association Employees Pension Plan in MO (110 participants, $27M 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.