401(k) · DOL Form 5500 · 2023

Momentum Midstream Management LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
266
Participants Below avg headcount
79th
Percentile by assets National rank
$108,692
Avg per participant Below avg balance/head
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Official DOL plan name: Momentum Midstream Management LLC 401(k) Plan · Sponsored by Momentum Midstream Management LLC · Texas · Mining & Oil Extraction

$29M in assets, 266 participants

Momentum Midstream Management LLC's Momentum Midstream Management LLC 401(k) Plan reported $29M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #511 in Mining & Oil Extraction (811 peers)

Coverage in Texas

Momentum Midstream Management LLC 401(k) Plan covers 266 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $29M.

#511
in Mining & Oil Extraction (811 peers)
+42.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Momentum Midstream Management LLC 401(k) Plan's outsized position by total assets

Momentum Midstream Management LLC 401(k) Plan vs every filed plan by assets

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

$28,912,196 Top 21% higher than 79% 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 Midstream Management LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Momentum Midstream Management LLC 401(k) Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Momentum Midstream Management LLC 401(k) Plan reported participants rose from 25 in the plan year 2022 filing to 266 in the plan year 2023 filing.
  • Momentum Midstream Management LLC 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Momentum Midstream Management LLC 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 844800418 · Momentum Midstream Management LLC PY 2023 · 401(k)

Momentum Midstream Management LLC 401(k) Plan · $29M · 266 · 79th

  • EOY $29M
  • 5500 266
  • ASSETS 79th
  • PCT 401(k)
  • EIN near William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust
  • RANK ind #511

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Momentum Midstream Management LLC 401(k) Plan in the asset neighbourhood

Momentum Midstream Management LLC 401(k) PlanMomentum Midstream Managemen…$29MWilliam Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and TrustWilliam Harris Investors, In…$29MBsc Companies, Inc. Savings and Profit Sharing PlanBsc Companies, Inc. Savings …$29MCrystal Creamery 401(k) Plan$29MHirshfield's, Inc. Section 401(k) PlanHirshfield's, Inc. Section 4…$29M
End-of-year total assets ($M) among Momentum Midstream Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$29M
Net Income$9M
Employer EIN844800418
Plan Effective Date2005-11-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Momentum Midstream Management LLC)

Sponsor-wide plan assets over time

All Momentum Midstream Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 75.07805609340014% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $20.3M $35.6M ▲ +75.1%
Year Plans Participants Total Assets
2022 1 25 $20M
2023 1 266 $29M
2024 1 278 $36M

Nearby 401(k) Plans in Texas

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

Momentum Midstream Management LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Momentum Midstream Management LLC 401(k) Plan, Total assets ($B): 0.028912196 · Participants: 266Momentum Midstream Management LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Momentum Midstream Management LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Momentum Midstream Management LLC 401(k) Plan side-by-side with 3 peers →

Momentum Midstream Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust in IL ($29M); by covered participants it is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Midstream Management LLC 401(k) Plan assets move in 2023? ▼
Momentum Midstream Management LLC 401(k) Plan surged - up 42.2% during 2023, from $20M to $29M. Reported net income was $9M.
How have Momentum Midstream Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Momentum Midstream Management LLC's sponsor-wide assets grew 75.1%, from $20M to $36M.
Where does Momentum Midstream Management LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Momentum Midstream Management LLC 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Momentum Midstream Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is William Harris Investors, Inc. Employees' 401(k) Profit Sharing Plan and Trust in IL ($29M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Momentum Midstream Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 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 844800418.

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.