401(k) · DOL Form 5500 · 2023

Money Management International, Inc 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
319
Participants Below avg headcount
81st
Percentile by assets National rank
$104,974
Avg per participant Below avg balance/head
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Official DOL plan name: Money Management International 401(k) Retirement Plan · Sponsored by Money Management International, Inc · Texas · Finance & Insurance

$33M in assets, 319 participants

Money Management International, Inc's Money Management International 401(k) Retirement Plan reported $33M in total assets and 319 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,256 in Finance & Insurance (8,869 peers)

Coverage in Texas

Money Management International 401(k) Retirement Plan covers 319 participants in Texas, about 46% of the average Texas filer (state average ~688 per filing). Assets: $33M.

#6,256
in Finance & Insurance (8,869 peers)
+12.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Money Management International 401(k) Retirement Plan's outsized position by total assets

Money Management International 401(k) Retirement Plan vs every filed plan by assets

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

$33,486,737 Top 19% higher than 81% 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

Money Management International 401(k) 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. Money Management International 401(k) Retirement Plan sits mid-pack in the medium band (319 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Money Management International 401(k) Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Money Management International 401(k) Retirement Plan reported participants fell from 427 in the plan year 2022 filing to 319 in the plan year 2023 filing.
  • Money Management International 401(k) Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 541837741 · Money Management International, Inc PY 2023 · 401(k)

Money Management International 401(k) Retirement Plan · $33M · 319 · 81st

  • BOOK $33M
  • VS-ST 319
  • BOY 81st
  • SCH 401(k)
  • EBSA near Pmw 401(k) Plan
  • PART ind #6256

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 Finance & Insurance retirement plans → · Plans in Texas →

Money Management International 401(k) Retirement Plan in the asset neighbourhood

Money Management International 401(k) Retirement PlanMoney Management Internation…$33MPmw 401(k) Plan$33MChickasaw Holding Company Employees' 401(k) PlanChickasaw Holding Company Em…$33MProduction Sheet Metal Workers' Local 10 Retirement PlanProduction Sheet Metal Worke…$33MClinipace Inc. 401(k) Profit Sharing PlanClinipace Inc. 401(k) Profit…$33M
End-of-year total assets ($M) among Money Management International 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN541837741
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Money Management International, Inc)

Sponsor-wide plan assets over time

All Money Management International, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$35M 18.817026120126005% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.7M $35.3M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 427 $30M
2023 1 319 $33M
2024 1 397 $35M

Nearby 401(k) Plans in Texas

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

Money Management International 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Money Management International 401(k) Retirement Plan, Total assets ($B): 0.033486737 · Participants: 319Money Management International 401(k) Retirement 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
Money Management International 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Money Management International 401(k) Retirement Plan side-by-side with 3 peers →

Money Management International 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pmw 401(k) Plan in PA ($33M); by covered participants it is Capital Cardiology Associates, PC Profit Sharing 401(k) Plan in NY (319 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Money Management International 401(k) Retirement Plan assets move in 2023? ▼
Money Management International 401(k) Retirement Plan grew at a solid clip - up 12.8% during 2023, from $30M to $33M. Reported net income was $4M.
How have Money Management International, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Money Management International, Inc's sponsor-wide assets grew 18.8%, from $30M to $35M.
Where does Money Management International 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Money Management International 401(k) Retirement Plan ranks in the 81st 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 Money Management International 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pmw 401(k) Plan in PA ($33M, 274 participants).
Which 401(k) plans cover a similar participant headcount to Money Management International 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Cardiology Associates, PC Profit Sharing 401(k) Plan in NY (319 participants, $71M 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 541837741.

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.