401(k) · DOL Form 5500 · 2022

Momentum Consulting Corp. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
121
Participants Small participant base
60th
Percentile by assets National rank
$64,630
Avg per participant Low balance/head
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Official DOL plan name: Momentum Consulting Retirement Plan · Sponsored by Momentum Consulting Corp. · Florida · Professional & Technical Services

$8M in assets, 121 participants

Momentum Consulting Corp.'s Momentum Consulting Retirement Plan reported $8M in total assets and 121 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.

  • #12,501 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Momentum Consulting Retirement Plan covers 121 participants in Florida, about 19% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#12,501
in Professional & Technical Services (21,562 peers)
-9.1%
assets change YoY

The plan reported a net loss of $782K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Momentum Consulting Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Momentum Consulting Retirement Plan vs every filed plan by assets

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

$7,820,239 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

Momentum Consulting 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 Consulting Retirement Plan sits mid-pack in the medium band (121 participants).

DOL schedule card

Filing strip 352186180 · Momentum Consulting Corp. PY 2022 · 401(k)

Momentum Consulting Retirement Plan · $8M · 121 · 60th

  • BOY $8M
  • SCH 121
  • EBSA 60th
  • PART 401(k)
  • TYPE near Huskey Truss & Building Supply, Inc. Profit Sharing Plan
  • NET ind #12501

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 Professional & Technical Services retirement plans → · Plans in Florida →

Momentum Consulting Retirement Plan in the asset neighbourhood

Momentum Consulting Retirement PlanMomentum Consulting Retireme…$8MHuskey Truss & Building Supply, Inc. Profit Sharing PlanHuskey Truss & Building Supp…$8MArb Midstream Management LLC$8MPinnacle Medical Group, Inc. 401(k) PlanPinnacle Medical Group, Inc.…$8MNatural Factors Nutritional Products Inc. 401(k) PlanNatural Factors Nutritional …$8M
End-of-year total assets ($M) among Momentum Consulting Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$782K
Employer EIN352186180
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Momentum Consulting Corp.)

Sponsor-wide plan assets over time

All Momentum Consulting Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 7.889170650666815% vs 2022
2023 filing year
$7.6M$7.8M$8M$8.2M$8.4M$8.6M 20222023 $7.82M $8.44M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 121 $8M
2023 1 121 $8M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Momentum Consulting Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Momentum Consulting Retirement Plan, Total assets ($B): 0.007820239 · Participants: 121Momentum Consulting Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Momentum Consulting Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Momentum Consulting Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Huskey Truss & Building Supply, Inc. Profit Sharing Plan in TN ($8M); by covered participants it is Associates in Pediatric Therapy LLC 401(k) Plan in KY (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 Momentum Consulting Retirement Plan assets move in 2022?
Momentum Consulting Retirement Plan pulled back noticeably - down 9.1% during 2022, from $9M to $8M. Reported net income was -$782K.
How have Momentum Consulting Corp. plan assets changed over time?
Across 2 plan years on file (2022-2023), Momentum Consulting Corp.'s sponsor-wide assets grew 7.9%, from $8M to $8M.
Which 401(k) plans are similar in size to Momentum Consulting Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Huskey Truss & Building Supply, Inc. Profit Sharing Plan in TN ($8M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Momentum Consulting Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 participants, N/A in assets).