Profit Sharing · DOL Form 5500 · 2022
Momentum Agencies Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 529
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $10,877
- Avg per participant Low balance/head
Official DOL plan name: Momentum Agencies Retirement Plan · Sponsored by Momentum Agencies · California · Healthcare & Social Assistance
$6M in assets, 529 participants
Momentum Agencies's Momentum Agencies Retirement Plan reported $6M in total assets and 529 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #11,883 in Healthcare & Social Assistance (20,060 peers)
Momentum Agencies multi-year trail
Momentum Agencies's plans moved +17.7% in assets from 2022 to 2024; this filing shows Momentum Agencies Retirement Plan at $6M / 529 participants.
- #11,883
- in Healthcare & Social Assistance (20,060 peers)
- +1.2%
- assets growth YoY
Momentum Agencies Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Momentum Agencies Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,754,144 Top 47% higher than 53% 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 Agencies 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 Agencies Retirement Plan sits mid-pack in the medium band (529 participants).
Plan-year Form 5500 strip
Filing strip 951648203 · Momentum Agencies PY 2022 · Profit Sharing
Momentum Agencies Retirement Plan · $6M · 529 · 53rd
- 5500 $6M
- 5500 529
- 5500 53rd
- 5500 Profit Sharing
- 5500 near Motorambar, Inc. Coda Profit Sharing Plan
- 5500 ind #11883
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 Agencies Retirement Plan in the asset neighbourhood
Momentum Agencies multi-year asset trail
Sponsor-wide plan assets over time
All Momentum Agencies plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 17.72691586500385% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,398 | $14M |
| 2023 | 2 | 1,706 | $16M |
| 2024 | 2 | 1,383 | $17M |
Momentum Agencies filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $67K |
| Employer EIN | 951648203 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Momentum Agencies Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Motorambar, Inc. Coda Profit Sharing Plan in PR ($6M); by covered participants it is Neighbors in Need of Services Inc. Ninos Retirement Savings Plan in TX (530 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (529 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.