Money Purchase · DOL Form 5500 · 2023
Momentous Institute Money Purchase Plan
Data updated 2026-08-11
- $8M
- Total assets
- 104
- Participants
- 55th
- Percentile by assets
- $80,507
- Avg per participant
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.
- 55th percentile by assets (of 127,072 plans)
- #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.
- $8M
- total plan assets (2023 EOY)
- 104
- covered participants
- 55th
- percentile by assets (of 127,072 plans)
- $80,507
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Momentous Institute Retirement Plan reports 104 participants - about 15% of that state average ($8M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $481K |
| Employer EIN | 751855620 |
| Plan Effective Date | 1957-02-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Momentous Institute)
| 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
- Occidental Petroleum Corporation Retirement Plan $1.1B · 8,018
- Alcon Retirement Plan $974M · 9,494
- William Marsh Rice University Defined Contribution Retirement Plan $831M · 6,776
- Apache Corporation Money Purchase Retirement Plan $245M · 1,452
- Greater Texas IBEW NECA Annuity Plan $146M · 1,683
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Momentous Institute Retirement Plan by total assets, not by location.
- Tilesetters and Finishers of Northern Califor Nia Joint Supplemental Plan (CA) $8M · 446
- Greater Miami Jewish Federation 401(a) Retirement Plan (FL) $8M · 96
- Missouri Historical Society Pension Plan (MO) $8M · 155
- United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan (NY) $8M · 361
Frequently Asked Questions
How did Momentous Institute Retirement Plan assets move in 2023? ▼
How have Momentous Institute plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Momentous Institute Retirement Plan? ▼
Next read for Momentous Institute Retirement Plan
Filing takeaways
Ways to act on Momentous Institute Retirement Plan's numbers.
- By total assets, Momentous Institute Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Texas. Compare plans
- Momentous Institute's sponsor-wide assets have declined 3.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans