401(k) · DOL Form 5500 · 2022
My Move Mortgage LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 61
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $56,614
- Avg per participant Low balance/head
Official DOL plan name: Momentum Loans 401(k) Plan · Sponsored by My Move Mortgage LLC · Utah · Finance & Insurance
$3M in assets, 61 participants
My Move Mortgage LLC's Momentum Loans 401(k) Plan reported $3M in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,717 in Finance & Insurance (9,261 peers)
My Move Mortgage LLC multi-year trail
My Move Mortgage LLC's plans moved +59.6% in assets from 2022 to 2024; this filing shows Momentum Loans 401(k) Plan at $3M / 61 participants.
- #2,717
- in Finance & Insurance (9,261 peers)
- -5.8%
- assets change YoY
The plan reported a net loss of $214K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Momentum Loans 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Momentum Loans 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,453,448 43rd percentile higher than 43% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Momentum Loans 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 Loans 401(k) Plan is a small filing (61 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 814978092 · My Move Mortgage LLC PY 2022 · 401(k)
Momentum Loans 401(k) Plan · $3M · 61 · 43rd
- EBSA $3M
- PART 61
- TYPE 43rd
- NET 401(k)
- BOOK near Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan
- VS-ST ind #2717
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 Utah →
Momentum Loans 401(k) Plan in the asset neighbourhood
My Move Mortgage LLC multi-year asset trail
Sponsor-wide plan assets over time
All My Move Mortgage LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 59.56574414903598% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $3M |
| 2023 | 1 | 56 | $4M |
| 2024 | 1 | 51 | $6M |
My Move Mortgage LLC filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$214K |
| Employer EIN | 814978092 |
| Plan Effective Date | 2019-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Momentum Loans 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Morrow Memorial Home for the Aged 401(k) & Profit Sharing Plan in WI ($3M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (61 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (61 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.