ESOP · DOL Form 5500 · 2023

Movement for Life, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
199
Participants Below avg headcount
55th
Percentile by assets National rank
$43,498
Avg per participant Low balance/head
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Official DOL plan name: Movement for Life Employee Stock Ownership Plan · Sponsored by Movement for Life, Inc. · California · Administrative & Support Services

$9M in assets, 199 participants

Movement for Life, Inc.'s Movement for Life Employee Stock Ownership Plan reported $9M in total assets and 199 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.

  • #3,285 in Administrative & Support Services (4,372 peers)

Coverage in California

Movement for Life Employee Stock Ownership Plan covers 199 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $9M.

#3,285
in Administrative & Support Services (4,372 peers)
+3.9%
assets growth YoY

Movement for Life Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Movement for Life Employee Stock Ownership Plan vs every filed plan by assets

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

$8,656,152 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

Movement for Life Employee Stock Ownership 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. Movement for Life Employee Stock Ownership Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Movement for Life Employee Stock Ownership Plan reported net income rose from -$851K in the plan year 2022 filing to $960K in the plan year 2023 filing.
  • Movement for Life Employee Stock Ownership Plan reported participants rose from 179 in the plan year 2022 filing to 199 in the plan year 2023 filing.
  • Movement for Life Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 472488383 · Movement for Life, Inc. PY 2023 · ESOP

Movement for Life Employee Stock Ownership Plan · $9M · 199 · 55th

  • EBSA $9M
  • EBSA 199
  • EBSA 55th
  • EBSA ESOP
  • EBSA near Cma/Flodyne/Hydradyne, Inc. Employee Stock Ownership Plan
  • EBSA ind #3285

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 What is an ESOP? → · Plans in California →

Movement for Life Employee Stock Ownership Plan in the asset neighbourhood

Movement for Life Employee Stock Ownership PlanMovement for Life Employee S…$9MCma/Flodyne/Hydradyne, Inc. Employee Stock Ownership PlanCma/Flodyne/Hydradyne, Inc. …$9MIgnite Fueling Innovation Employee Stock Ownership PlanIgnite Fueling Innovation Em…$9MMs Consultants, Inc. ESOP Profit Sharing/Stock Bonus PlanMs Consultants, Inc. ESOP Pr…$9MDirect Path Corporation Employee Stock Ownership PlanDirect Path Corporation Empl…$9M
End-of-year total assets ($M) among Movement for Life Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$960K
Employer EIN472488383
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Movement for Life, Inc.)

Sponsor-wide plan assets over time

All Movement for Life, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 21.07194052283892% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.5M $23.7M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 358 $20M
2023 2 394 $21M
2024 2 445 $24M

Nearby ESOP Plans in California

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

Movement for Life Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Movement for Life Employee Stock Ownership Plan, Total assets ($B): 0.008656152 · Participants: 199Movement for Life Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Movement for Life Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Movement for Life Employee Stock Ownership Plan side-by-side with 3 peers →

Movement for Life Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Cma/Flodyne/Hydradyne, Inc. Employee Stock Ownership Plan in WI ($9M); by covered participants it is Lincoln County Bancorp, Inc. Employee Stock Ownership Plan in MO (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Movement for Life Employee Stock Ownership Plan assets move in 2023? ▼
Movement for Life Employee Stock Ownership Plan edged up modestly - up 3.9% during 2023, from $8M to $9M. Reported net income was $960K.
How have Movement for Life, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Movement for Life, Inc.'s sponsor-wide assets grew 21.1%, from $20M to $24M.
Which ESOP plans are similar in size to Movement for Life Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cma/Flodyne/Hydradyne, Inc. Employee Stock Ownership Plan in WI ($9M, 126 participants).
Which ESOP plans cover a similar participant headcount to Movement for Life Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lincoln County Bancorp, Inc. Employee Stock Ownership Plan in MO (199 participants, $12M 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 472488383.

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.