401(k) · DOL Form 5500 · 2023

Momentum Research, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
30th
Percentile by assets National rank
$263,317
Avg per participant High balance/head
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Official DOL plan name: Momentum Research, Inc. 401(k) Plan · Sponsored by Momentum Research, Inc. · North Carolina · Professional & Technical Services

$2M in assets, 7 participants

Momentum Research, Inc.'s Momentum Research, Inc. 401(k) Plan reported $2M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,139 in Professional & Technical Services (20,321 peers)

Momentum Research, Inc. multi-year trail

Momentum Research, Inc.'s plans moved -26.3% in assets from 2022 to 2024; this filing shows Momentum Research, Inc. 401(k) Plan at $2M / 7 participants.

#5,139
in Professional & Technical Services (20,321 peers)
+32.5%
assets growth YoY

Momentum Research, Inc. 401(k) Plan among the smaller filed plans by assets

Momentum Research, Inc. 401(k) Plan vs every filed plan by assets

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

$1,843,222 30th percentile higher than 30% 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 Research, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Momentum Research, Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Momentum Research, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $452K in the plan year 2023 filing.
  • Momentum Research, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Momentum Research, Inc. 401(k) Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208898283 · Momentum Research, Inc. PY 2023 · 401(k)

Momentum Research, Inc. 401(k) Plan · $2M · 7 · 30th

  • RANK $2M
  • RANK 7
  • RANK 30th
  • RANK 401(k)
  • RANK near Lifecare Home Health Family 401(k) Retirement Plan
  • RANK ind #5139

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 North Carolina →

Momentum Research, Inc. 401(k) Plan in the asset neighbourhood

Momentum Research, Inc. 401(k) PlanMomentum Research, Inc. 401(…$2MLifecare Home Health Family 401(k) Retirement PlanLifecare Home Health Family …$2MWilliam Hadesman M.D., S.C. 401(k) PlanWilliam Hadesman M.D., S.C. …$2MKuster North America, Inc. 401(k) PlanKuster North America, Inc. 4…$2MDig Corporation 401(k) Profit Sharing PlanDig Corporation 401(k) Profi…$2M
End-of-year total assets ($M) among Momentum Research, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Momentum Research, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Momentum Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.33266138308641% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.39M $1.02M ▼ -26.6%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 7 $2M
2024 1 6 $1M

Momentum Research, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$452K
Employer EIN208898283
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Momentum Research, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Momentum Research, Inc. 401(k) Plan, Total assets ($B): 0.001843222 · Participants: 7Momentum Research, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Momentum Research, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Momentum Research, Inc. 401(k) Plan side-by-side with 3 peers →

Momentum Research, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Lifecare Home Health Family 401(k) Retirement Plan in TX ($2M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Research, Inc. 401(k) Plan assets move in 2023? ▼
Momentum Research, Inc. 401(k) Plan surged - up 32.5% during 2023, from $1M to $2M. Reported net income was $452K.
How have Momentum Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Momentum Research, Inc.'s sponsor-wide assets declined 26.3%, from $1M to $1M.
Which 401(k) plans are similar in size to Momentum Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lifecare Home Health Family 401(k) Retirement Plan in TX ($2M, 523 participants).
Which 401(k) plans cover a similar participant headcount to Momentum Research, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 208898283.

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.