Other · DOL Form 5500 · 2022
Momentum for Mental Health Retirement Plan
Data updated 2026-08-11
- $35M
- Total assets
- 482
- Participants
- 85th
- Percentile by assets
- $72,441
- Avg per participant
Official DOL plan name: Momentum for Mental Health 403b Retirement Plan · Sponsored by Momentum for Mental Health · California · Healthcare & Social Assistance
$35M in assets, 482 participants
Momentum for Mental Health's Momentum for Mental Health 403b Retirement Plan reported $35M in total assets and 482 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 139,126 plans)
- #17,442 in Healthcare & Social Assistance (20,060 peers)
Where Momentum for Mental Health 403b Retirement Plan sits by assets
Momentum for Mental Health 403b Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 482 participants (~$72,441/participant), down 13.2% in 2022.
- $35M
- total plan assets (2022 EOY)
- 482
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $72,441
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Momentum for Mental Health 403b Retirement Plan vs the 2022 asset distribution
By assets, Momentum for Mental Health 403b Retirement Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$5M |
| Employer EIN | 941496052 |
| Plan Effective Date | 1992-06-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Momentum for Mental Health)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 482 | $35M |
| 2023 | 1 | 524 | $42M |
| 2024 | 1 | 545 | $47M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Momentum for Mental Health 403b Retirement Plan vs. nearby Other plans in California, assets vs. participants
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Similar-Sized Other Plans Nationally
Other plans in other states closest to Momentum for Mental Health 403b Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Momentum for Mental Health 403b Retirement Plan assets move in 2022? ▼
How have Momentum for Mental Health plan assets changed over time? ▼
Where does Momentum for Mental Health 403b Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Momentum for Mental Health 403b Retirement Plan? ▼
Next read for Momentum for Mental Health 403b Retireme…
Scale reading
Ways to act on Momentum for Mental Health 403b Retirement Plan's numbers.
- By total assets, Momentum for Mental Health 403b Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Momentum for Mental Health's sponsor-wide assets have grown 35.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans