Money Purchase · DOL Form 5500 · 2023

Momentous Institute Money Purchase Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
104
Participants Small participant base
55th
Percentile by assets National rank
$80,507
Avg per participant Below avg balance/head
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Official DOL plan name: Momentous Institute Retirement Plan · Sponsored by Momentous Institute · Texas · Healthcare & Social Assistance

$8M in assets, 104 participants

Momentous Institute's Momentous Institute Retirement Plan reported $8M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,665 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Momentous Institute Retirement Plan covers 104 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#10,665
in Healthcare & Social Assistance (17,684 peers)
+6.1%
assets growth YoY

Momentous Institute Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Momentous Institute Retirement Plan vs every filed plan by assets

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

$8,372,692 Top 45% higher than 55% 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

Momentous Institute Retirement 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. Momentous Institute Retirement Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Momentous Institute Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $481K in the plan year 2023 filing.
  • Momentous Institute Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Momentous Institute Retirement Plan reported participants fell from 109 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751855620 · Momentous Institute PY 2023 · Money Purchase

Momentous Institute Retirement Plan · $8M · 104 · 55th

  • RANK $8M
  • PHOTO 104
  • IND 55th
  • EOY Money Purchase
  • 5500 near Tilesetters and Finishers of Northern Califor Nia Joint Supplemental Plan
  • ASSETS ind #10665

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 Texas →

Momentous Institute Retirement Plan in the asset neighbourhood

United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension PlanUnited Cerebral Palsy Associ…$8MMissouri Historical Society Pension PlanMissouri Historical Society …$8MTilesetters and Finishers of Northern Califor Nia Joint Supplemental PlanTilesetters and Finishers of…$8MMomentous Institute Retirement PlanMomentous Institute Retireme…$8MGreater Miami Jewish Federation 401(a) Retirement PlanGreater Miami Jewish Federat…$8M
End-of-year total assets ($M) among Momentous Institute Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$481K
Employer EIN751855620
Plan Effective Date1957-02-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Momentous Institute)

Sponsor-wide plan assets over time

All Momentous Institute plans reported in each filing year

Latest sponsor-wide plan assets
$19M 3.1703067272649434% vs 2022
2024 filing year
$18M$19M$20M$21M 202220232024 $19.4M $18.8M ▼ -3.2%
Year Plans Participants Total Assets
2022 2 230 $19M
2023 2 228 $21M
2024 2 232 $19M

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Momentous Institute Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Momentous Institute Retirement Plan, Total assets ($B): 0.008372692 · Participants: 104Momentous Institute Retirement PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.128386882 · Participants: 8018Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 0.974200975 · Participants: 9494Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.831309998 · Participants: 6776William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.244776778 · Participants: 1452Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.146145221 · Participants: 1683Greater Texas IBEW NECA Annuity Plan
Momentous Institute Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Momentous Institute Retirement Plan side-by-side with 3 peers →

Momentous Institute Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Tilesetters and Finishers of Northern Califor Nia Joint Supplemental Plan in CA ($8M); by covered participants it is The Nab Money Purchase Pension Plan and Trust in NY (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Momentous Institute Retirement Plan assets move in 2023? ▼
Momentous Institute Retirement Plan grew at a solid clip - up 6.1% during 2023, from $8M to $8M. Reported net income was $481K.
How have Momentous Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Momentous Institute's sponsor-wide assets declined 3.2%, from $19M to $19M.
Which Money Purchase plans are similar in size to Momentous Institute Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Tilesetters and Finishers of Northern Califor Nia Joint Supplemental Plan in CA ($8M, 446 participants).
Which Money Purchase plans cover a similar participant headcount to Momentous Institute Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Nab Money Purchase Pension Plan and Trust in NY (104 participants, $22M 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 751855620.

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.