401(k) · DOL Form 5500 · 2023

Capital Impact Partners 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
140
Participants Small participant base
87th
Percentile by assets National rank
$418,827
Avg per participant High balance/head
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Official DOL plan name: Momentus Capital Retirement Plan · Sponsored by Capital Impact Partners · Virginia · Finance & Insurance

$59M in assets, 140 participants

Capital Impact Partners's Momentus Capital Retirement Plan reported $59M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,104 in Finance & Insurance (8,869 peers)

Coverage in Virginia

Momentus Capital Retirement Plan covers 140 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $59M.

#7,104
in Finance & Insurance (8,869 peers)
+110.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Momentus Capital Retirement Plan's outsized position by total assets

Momentus Capital Retirement Plan vs every filed plan by assets

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

$58,635,786 Top 13% higher than 87% 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

Momentus Capital 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. Momentus Capital Retirement Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Momentus Capital Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Momentus Capital Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Momentus Capital Retirement Plan reported participants rose from 108 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521290127 · Capital Impact Partners PY 2023 · 401(k)

Momentus Capital Retirement Plan · $59M · 140 · 87th

  • NET $59M
  • NET 140
  • NET 87th
  • NET 401(k)
  • NET near Western Building Products, Inc. Employee Stock Ownership Plan and 401(k) Savings Plan
  • NET ind #7104

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 Virginia →

Momentus Capital Retirement Plan in the asset neighbourhood

Momentus Capital Retirement PlanMomentus Capital Retirement …$59MWestern Building Products, Inc. Employee Stock Ownership Plan and 401(k) Savings PlanWestern Building Products, I…$59MMidwest Physicians Alliance, Inc. 401(k) Profit Sharing PlanMidwest Physicians Alliance,…$59MWp Engine Retirement Plan$59MBenesys, Inc. Employees' 401(k) Plan and TrustBenesys, Inc. Employees' 401…$59M
End-of-year total assets ($M) among Momentus Capital Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$59M
Net Income$9M
Employer EIN521290127
Plan Effective Date2016-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Impact Partners)

Sponsor-wide plan assets over time

All Capital Impact Partners plans reported in each filing year

Latest sponsor-wide plan assets
$70M 151.37012320568613% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $27.8M $69.9M ▲ +151.4%
Year Plans Participants Total Assets
2022 1 108 $28M
2023 1 140 $59M
2024 1 322 $70M

Nearby 401(k) Plans in Virginia

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

Momentus Capital Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Momentus Capital Retirement Plan, Total assets ($B): 0.058635786 · Participants: 140Momentus Capital Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Momentus Capital Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Momentus Capital Retirement Plan side-by-side with 3 peers →

Momentus Capital Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Western Building Products, Inc. Employee Stock Ownership Plan and 401(k) Savings Plan in WI ($59M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Momentus Capital Retirement Plan assets move in 2023? ▼
Momentus Capital Retirement Plan surged - up 110.9% during 2023, from $28M to $59M. Reported net income was $9M.
How have Capital Impact Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Impact Partners's sponsor-wide assets grew 151.4%, from $28M to $70M.
Where does Momentus Capital Retirement Plan rank by assets among Form 5500 filers? ▼
Momentus Capital Retirement Plan ranks in the 87th 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 Momentus Capital Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western Building Products, Inc. Employee Stock Ownership Plan and 401(k) Savings Plan in WI ($59M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Momentus Capital Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 521290127.

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.