Profit Sharing · DOL Form 5500 · 2023

Momentum Fleet Services Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
30th
Percentile by assets National rank
$173,223
Avg per participant Above avg balance/head
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Official DOL plan name: Momentum Fleet Services Inc. Retirement Plan · Sponsored by Momentum Fleet Services Inc. · Florida · Transportation & Warehousing

$2M in assets, 11 participants

Momentum Fleet Services Inc.'s Momentum Fleet Services Inc. Retirement Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #992 in Transportation & Warehousing (3,362 peers)

Momentum Fleet Services Inc. multi-year trail

Momentum Fleet Services Inc.'s plans moved -14.2% in assets from 2022 to 2024; this filing shows Momentum Fleet Services Inc. Retirement Plan at $2M / 11 participants.

#992
in Transportation & Warehousing (3,362 peers)
+19.5%
assets growth YoY

Momentum Fleet Services Inc. Retirement Plan among the smaller filed plans by assets

Momentum Fleet Services Inc. Retirement Plan vs every filed plan by assets

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

$1,905,450 30th percentile higher than 30% 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

Momentum Fleet Services Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Momentum Fleet Services Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Momentum Fleet Services Inc. Retirement Plan reported participants rose from 7 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Momentum Fleet Services Inc. Retirement Plan reported net income fell from $580K in the plan year 2022 filing to $311K in the plan year 2023 filing.
  • Momentum Fleet Services Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 815237543 · Momentum Fleet Services Inc. PY 2023 · Profit Sharing

Momentum Fleet Services Inc. Retirement Plan · $2M · 11 · 30th

  • BOY $2M
  • SCH 11
  • EBSA 30th
  • PART Profit Sharing
  • TYPE near Fls, Corp. Retirement Plan
  • NET ind #992

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Momentum Fleet Services Inc. Retirement Plan in the asset neighbourhood

Momentum Fleet Services Inc. Retirement PlanMomentum Fleet Services Inc.…$2MFls, Corp. Retirement Plan$2MDelong's, Inc. Profit Sharing PlanDelong's, Inc. Profit Sharin…$2MRenaissance Capital Group, Inc. Retirement PlanRenaissance Capital Group, I…$2MDouglas a. Green & Associates, Inc. Profit Sharing PlanDouglas a. Green & Associate…$2M
End-of-year total assets ($M) among Momentum Fleet Services Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Momentum Fleet Services Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Momentum Fleet Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 14.218064160124408% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.59M $1.37M ▼ -13.8%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 2 17 $3M
2024 1 12 $1M

Momentum Fleet Services Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$311K
Employer EIN815237543
Plan Effective Date2017-02-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Momentum Fleet Services Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Momentum Fleet Services Inc. Retirement Plan, Total assets ($B): 0.00190545 · Participants: 11Momentum Fleet Services Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Momentum Fleet Services Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Momentum Fleet Services Inc. Retirement Plan side-by-side with 3 peers →

Momentum Fleet Services Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Fls, Corp. Retirement Plan in PR ($2M); by covered participants it is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Momentum Fleet Services Inc. Retirement Plan assets move in 2023? ▼
Momentum Fleet Services Inc. Retirement Plan grew sharply - up 19.5% during 2023, from $2M to $2M. Reported net income was $311K.
How have Momentum Fleet Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Momentum Fleet Services Inc.'s sponsor-wide assets declined 14.2%, from $2M to $1M.
Which Profit Sharing plans are similar in size to Momentum Fleet Services Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fls, Corp. Retirement Plan in PR ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Momentum Fleet Services Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 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 815237543.

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.