401(k) · DOL Form 5500 · 2023
Motivation, Education Andamp; Traini 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 216
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $34,161
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Motivation, Education Andamp; Training, Inc. · Sponsored by Motivation, Education Andamp; Traini · Texas · Healthcare & Social Assistance
$7M in assets, 216 participants
Motivation, Education Andamp; Traini's 403(b) Thrift Plan for Employees of Motivation, Education Andamp; Training, Inc. reported $7M in total assets and 216 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,149 in Healthcare & Social Assistance (17,684 peers)
Coverage in Texas
403(b) Thrift Plan for Employees of Motivation, Education Andamp; Training, Inc. covers 216 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $7M.
- #10,149
- in Healthcare & Social Assistance (17,684 peers)
- +17.6%
- assets growth YoY
403(b) Thrift Plan for Employees of Motivation, Education Andamp; Training, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Motivation, Education Andamp; Training, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,378,729 Top 48% higher than 52% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan for Employees of Motivation, Education Andamp; Training, Inc. 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. 403(b) Thrift Plan for Employees of Motivation, Education Andamp; Training, Inc. sits mid-pack in the medium band (216 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Motivation, Education Andamp; Training, Inc. reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Motivation, Education Andamp; Training, Inc. end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Motivation, Education Andamp; Training, Inc. reported participants fell from 225 in the plan year 2022 filing to 216 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 741604560 · Motivation, Education Andamp; Traini PY 2023 · 401(k)
403(b) Thrift Plan for Employees of Motivation, Education Andamp; Training, Inc. · $7M · 216 · 52nd
- 5500 $7M
- ASSETS 216
- PCT 52nd
- EIN 401(k)
- RANK near Turn Community Services 401(k) Plan
- PHOTO ind #10149
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 →
403(b) Thrift Plan for Employees of Motivation, Education Andamp; Training, Inc. in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 741604560 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Motivation, Education Andamp; Traini)
Sponsor-wide plan assets over time
All Motivation, Education Andamp; Traini plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 22.410597301184684% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 225 | $6M |
| 2023 | 1 | 216 | $7M |
| 2024 | 1 | 424 | $8M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
403(b) Thrift Plan for Employees of Motivation, Education Andamp; Training, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Turn Community Services 401(k) Plan in UT ($7M); by covered participants it is Hitachi Rail Honolulu Jv Retirement/Savings Plan in PA (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Turn Community Services 401(k) Plan (UT) $7M · 301
- Rmr Mechanical, Inc. 401(k) Plan (GA) $7M · 45
- Leonard's 401(k) Benefit Plan (FL) $7M · 145
- Pigott, Inc. 401(k) Plan (IA) $7M · 105
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Hitachi Rail Honolulu Jv Retirement/Savings Plan (PA) 216 · 0 off
- Physicians Care Alliance, LLC 401(k) Plan (AZ) 216 · 0 off
- Superior Credit Union, Inc. 401(k) Plan and Trust (OH) 216 · 0 off
- The Architect 401(k)Plan - Housby Mack, Inc (IA) 216 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.