Profit Sharing · DOL Form 5500 · 2023

In the Moment, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
53
Participants Small participant base
33rd
Percentile by assets National rank
$48,354
Avg per participant Low balance/head
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Official DOL plan name: In the Moment, Inc. Retirement Plan · Sponsored by In the Moment, Inc. · Georgia · Healthcare & Social Assistance

$3M in assets, 53 participants

In the Moment, Inc.'s In the Moment, Inc. Retirement Plan reported $3M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,900 in Healthcare & Social Assistance (17,684 peers)

In the Moment, Inc. multi-year trail

In the Moment, Inc.'s plans moved +16.3% in assets from 2022 to 2024; this filing shows In the Moment, Inc. Retirement Plan at $3M / 53 participants.

#5,900
in Healthcare & Social Assistance (17,684 peers)
-4.5%
assets change YoY

The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

In the Moment, Inc. Retirement Plan among the smaller filed plans by assets

In the Moment, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,562,740 33rd percentile higher than 33% of 127,068 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 2023

In the Moment, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. In the Moment, Inc. Retirement Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • In the Moment, Inc. Retirement Plan reported net income fell from $269K in the plan year 2022 filing to -$120K in the plan year 2023 filing.
  • In the Moment, Inc. Retirement Plan reported participants rose from 42 in the plan year 2022 filing to 53 in the plan year 2023 filing.
  • In the Moment, Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 455484400 · In the Moment, Inc. PY 2023 · Profit Sharing

In the Moment, Inc. Retirement Plan · $3M · 53 · 33rd

  • TYPE $3M
  • TYPE 53
  • TYPE 33rd
  • TYPE Profit Sharing
  • TYPE near Philip E Lutz Mdpc Profit Sharing Plan
  • TYPE ind #5900

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 Georgia →

In the Moment, Inc. Retirement Plan in the asset neighbourhood

In the Moment, Inc. Retirement PlanIn the Moment, Inc. Retireme…$3MPhilip E Lutz Mdpc Profit Sharing PlanPhilip E Lutz Mdpc Profit Sh…$3MSherwood Industries, Inc. Profit Sharing PlanSherwood Industries, Inc. Pr…$3MMartin W. Kern M.D., S.C. Restated Profit Sharing PlanMartin W. Kern M.D., S.C. Re…$3MDr. Ravi Gupta, Inc. Pension PlanDr. Ravi Gupta, Inc. Pension…$3M
End-of-year total assets ($M) among In the Moment, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

In the Moment, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All In the Moment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 16.310843712150046% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.68M $3.12M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 42 $3M
2023 1 53 $3M
2024 1 44 $3M

In the Moment, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$120K
Employer EIN455484400
Plan Effective Date2012-06-13
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

In the Moment, Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants In the Moment, Inc. Retirement Plan, Total assets ($B): 0.00256274 · Participants: 53In the Moment, Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
In the Moment, Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants

In the Moment, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Philip E Lutz Mdpc Profit Sharing Plan in NJ ($3M); by covered participants it is Rocky Mountain West Telecom 401(k) Profit Sharing Plan in UT (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did In the Moment, Inc. Retirement Plan assets move in 2023?
In the Moment, Inc. Retirement Plan edged down modestly - down 4.5% during 2023, from $3M to $3M. Reported net income was -$120K.
How have In the Moment, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), In the Moment, Inc.'s sponsor-wide assets grew 16.3%, from $3M to $3M.
Which Profit Sharing plans are similar in size to In the Moment, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Philip E Lutz Mdpc Profit Sharing Plan in NJ ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to In the Moment, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Rocky Mountain West Telecom 401(k) Profit Sharing Plan in UT (53 participants, $911K in assets).