Other · DOL Form 5500 · 2023

Momentous Institute Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
124
Participants Small participant base
63rd
Percentile by assets National rank
$99,299
Avg per participant Below avg balance/head
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Official DOL plan name: Momentous Institute Tda Retirement Plan · Sponsored by Momentous Institute · Texas · Healthcare & Social Assistance

$12M in assets, 124 participants

Momentous Institute's Momentous Institute Tda Retirement Plan reported $12M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,113 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Momentous Institute Tda Retirement Plan covers 124 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#12,113
in Healthcare & Social Assistance (17,684 peers)
+7.3%
assets growth YoY

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

Momentous Institute Tda Retirement Plan vs every filed plan by assets

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

$12,313,090 Top 37% higher than 63% 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 Tda 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 Tda Retirement Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Momentous Institute Tda Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $840K in the plan year 2023 filing.
  • Momentous Institute Tda Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Momentous Institute Tda Retirement Plan reported participants rose from 121 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 751855620 · Momentous Institute PY 2023 · Other

Momentous Institute Tda Retirement Plan · $12M · 124 · 63rd

  • NET $12M
  • BOOK 124
  • VS-ST 63rd
  • BOY Other
  • SCH near Nashville Symphony Association Retirement Plan
  • EBSA ind #12113

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 Tda Retirement Plan in the asset neighbourhood

Donorconnect 403(b) Retirement PlanDonorconnect 403(b) Retireme…$12MPortage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement PlanPortage Path Behavioral Heal…$12MMomentous Institute Tda Retirement PlanMomentous Institute Tda Reti…$12MNashville Symphony Association Retirement PlanNashville Symphony Associati…$12MChiricahua Community Health Centers, Inc. 403(b) PlanChiricahua Community Health …$12M
End-of-year total assets ($M) among Momentous Institute Tda Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$840K
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 Other Plans in Texas

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

Momentous Institute Tda Retirement Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Momentous Institute Tda Retirement Plan, Total assets ($B): 0.01231309 · Participants: 124Momentous Institute Tda Retirement PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Momentous Institute Tda Retirement Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Momentous Institute Tda Retirement Plan side-by-side with 3 peers →

Momentous Institute Tda Retirement Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Nashville Symphony Association Retirement Plan in TN ($12M); by covered participants it is Marthas Table Inc. 403b Plan in DC (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Tda Retirement Plan assets move in 2023? ▼
Momentous Institute Tda Retirement Plan grew at a solid clip - up 7.3% during 2023, from $11M to $12M. Reported net income was $840K.
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 Other plans are similar in size to Momentous Institute Tda Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Nashville Symphony Association Retirement Plan in TN ($12M, 221 participants).
Which Other plans cover a similar participant headcount to Momentous Institute Tda Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Marthas Table Inc. 403b Plan in DC (124 participants, $4M 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.