Other · DOL Form 5500 · 2022

Momentum for Mental Health Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
482
Participants Below avg headcount
85th
Percentile by assets National rank
$72,441
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,442
in Healthcare & Social Assistance (20,060 peers)
-13.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

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's outsized position by total assets

Momentum for Mental Health 403b Retirement Plan vs every filed plan by assets

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

$34,916,668 Top 15% higher than 85% 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 for Mental Health 403b 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. Momentum for Mental Health 403b Retirement Plan sits mid-pack in the medium band (482 participants).

DOL schedule card

Filing strip 941496052 · Momentum for Mental Health PY 2022 · Other

Momentum for Mental Health 403b Retirement Plan · $35M · 482 · 85th

  • IND $35M
  • IND 482
  • IND 85th
  • IND Other
  • IND near Utimco 403(b) Tax Sheltered Annuity Plan
  • IND ind #17442

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 California →

Momentum for Mental Health 403b Retirement Plan in the asset neighbourhood

Johnson C. Smith University Defined Contribution Retirement PlanJohnson C. Smith University …$35MMetairie Park Country Day School Defined Contribution PlanMetairie Park Country Day Sc…$35MMomentum for Mental Health 403b Retirement PlanMomentum for Mental Health 4…$35MUtimco 403(b) Tax Sheltered Annuity PlanUtimco 403(b) Tax Sheltered …$35MMalone University 403(b) DC PlanMalone University 403(b) DC …$35M
End-of-year total assets ($M) among Momentum for Mental Health 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$35M
Net Income-$5M
Employer EIN941496052
Plan Effective Date1992-06-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Momentum for Mental Health)

Sponsor-wide plan assets over time

All Momentum for Mental Health plans reported in each filing year

Latest sponsor-wide plan assets
$47M 35.494623942926054% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.9M $47.3M ▲ +35.5%
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 Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Momentum for Mental Health 403b Retirement Plan, Total assets ($B): 0.034916668 · Participants: 482Momentum for Mental Health 403b Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Momentum for Mental Health 403b Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Momentum for Mental Health 403b Retirement Plan side-by-side with 3 peers →

Momentum for Mental Health 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Utimco 403(b) Tax Sheltered Annuity Plan in TX ($35M); by covered participants it is Fort Hudson Nursing Center, Inc. 403(b) Plan in NY (482 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (482 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 for Mental Health 403b Retirement Plan assets move in 2022? ▼
Momentum for Mental Health 403b Retirement Plan pulled back noticeably - down 13.2% during 2022, from $40M to $35M. Reported net income was -$5M.
How have Momentum for Mental Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Momentum for Mental Health's sponsor-wide assets grew 35.5%, from $35M to $47M.
Where does Momentum for Mental Health 403b Retirement Plan rank by assets among Form 5500 filers? ▼
Momentum for Mental Health 403b Retirement Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Momentum for Mental Health 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Utimco 403(b) Tax Sheltered Annuity Plan in TX ($35M, 115 participants).
Which Other plans cover a similar participant headcount to Momentum for Mental Health 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Fort Hudson Nursing Center, Inc. 403(b) Plan in NY (482 participants, $1M 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 941496052.

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.