401(k) · DOL Form 5500 · 2023

My Move Mortgage LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
56
Participants Small participant base
42nd
Percentile by assets National rank
$78,698
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Momentum Loans 401(k) Plan · Sponsored by My Move Mortgage LLC · Utah · Finance & Insurance

$4M in assets, 56 participants

My Move Mortgage LLC's Momentum Loans 401(k) Plan reported $4M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,612 in Finance & Insurance (8,869 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 $4M / 56 participants.

#2,612
in Finance & Insurance (8,869 peers)
+27.6%
assets growth YoY

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 2023 · DOL Form 5500

$4,407,062 42nd percentile higher than 42% 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

Momentum Loans 401(k) 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. Momentum Loans 401(k) Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Momentum Loans 401(k) Plan reported net income rose from -$214K in the plan year 2022 filing to $954K in the plan year 2023 filing.
  • Momentum Loans 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Momentum Loans 401(k) Plan reported participants fell from 61 in the plan year 2022 filing to 56 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814978092 · My Move Mortgage LLC PY 2023 · 401(k)

Momentum Loans 401(k) Plan · $4M · 56 · 42nd

  • EIN $4M
  • EIN 56
  • EIN 42nd
  • EIN 401(k)
  • EIN near Bunting Bearings LLC Retirement Savings 401(k) Plan
  • EIN ind #2612

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

Momentum Loans 401(k) Plan$4MBunting Bearings LLC Retirement Savings 401(k) PlanBunting Bearings LLC Retirem…$4MThe Faison Center, Inc. Employees' Retirement PlanThe Faison Center, Inc. Empl…$4MVulcan Global Manufacturing Solutions 401(k) Profit Sharing Plan and TrustVulcan Global Manufacturing …$4MWestan Insurance Group 401(k) PlanWestan Insurance Group 401(k…$4M
End-of-year total assets ($M) among Momentum Loans 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$3M$4M$5M$6M 202220232024 $3.45M $5.51M ▲ +59.7%
Year Plans Participants Total Assets
2022 1 61 $3M
2023 1 56 $4M
2024 1 51 $6M

My Move Mortgage LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$954K
Employer EIN814978092
Plan Effective Date2019-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Momentum Loans 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Momentum Loans 401(k) Plan, Total assets ($B): 0.004407062 · Participants: 56Momentum Loans 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Momentum Loans 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Momentum Loans 401(k) Plan side-by-side with 3 peers →

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 Bunting Bearings LLC Retirement Savings 401(k) Plan in OH ($4M); by covered participants it is Specialty Steak Service Retirement Plan in PA (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Momentum Loans 401(k) Plan assets move in 2023? ▼
Momentum Loans 401(k) Plan grew sharply - up 27.6% during 2023, from $3M to $4M. Reported net income was $954K.
How have My Move Mortgage LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), My Move Mortgage LLC's sponsor-wide assets grew 59.6%, from $3M to $6M.
Which 401(k) plans are similar in size to Momentum Loans 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bunting Bearings LLC Retirement Savings 401(k) Plan in OH ($4M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Momentum Loans 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialty Steak Service Retirement Plan in PA (56 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814978092.

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.