Profit Sharing · DOL Form 5500 · 2023

Momentum Agencies Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
838
Participants Near avg headcount
48th
Percentile by assets National rank
$7,112
Avg per participant Low balance/head
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Official DOL plan name: Momentum Agencies Retirement Plan · Sponsored by Momentum Agencies · California · Healthcare & Social Assistance

$6M in assets, 838 participants

Momentum Agencies's Momentum Agencies Retirement Plan reported $6M in total assets and 838 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,285 in Healthcare & Social Assistance (17,684 peers)

Momentum Agencies multi-year trail

Momentum Agencies's plans moved +17.7% in assets from 2022 to 2024; this filing shows Momentum Agencies Retirement Plan at $6M / 838 participants.

#9,285
in Healthcare & Social Assistance (17,684 peers)
+3.6%
assets growth YoY

Momentum Agencies Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Momentum Agencies Retirement Plan vs every filed plan by assets

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

$5,959,538 48th percentile higher than 48% 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 Agencies 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. Momentum Agencies Retirement Plan sits mid-pack in the medium band (838 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Momentum Agencies Retirement Plan reported net income rose from $67K in the plan year 2022 filing to $205K in the plan year 2023 filing.
  • Momentum Agencies Retirement Plan reported participants rose from 529 in the plan year 2022 filing to 838 in the plan year 2023 filing.
  • Momentum Agencies Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 951648203 · Momentum Agencies PY 2023 · Profit Sharing

Momentum Agencies Retirement Plan · $6M · 838 · 48th

  • EOY $6M
  • EOY 838
  • EOY 48th
  • EOY Profit Sharing
  • EOY near Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust
  • EOY ind #9285

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 California →

Momentum Agencies Retirement Plan in the asset neighbourhood

Momentum Agencies Retirement PlanMomentum Agencies Retirement…$6MRussell H Lowrey Dmd PC Employees Profit Sharing Plan & TrustRussell H Lowrey Dmd PC Empl…$6MDanziger & Markhoff LLP Profit Sharing TrustDanziger & Markhoff LLP Prof…$6MFmstain, Inc. Profit Sharing PlanFmstain, Inc. Profit Sharing…$6M403(b) Thrift Plan for Employees of Bi-County Community Action Programs, Inc.403(b) Thrift Plan for Emplo…$6M
End-of-year total assets ($M) among Momentum Agencies Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Momentum Agencies multi-year asset trail

Sponsor-wide plan assets over time

All Momentum Agencies plans reported in each filing year

Latest sponsor-wide plan assets
$17M 17.72691586500385% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $14.2M $16.7M ▲ +17.7%
Year Plans Participants Total Assets
2022 2 1,398 $14M
2023 2 1,706 $16M
2024 2 1,383 $17M

Momentum Agencies filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$205K
Employer EIN951648203
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Momentum Agencies Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Momentum Agencies Retirement Plan, Total assets ($B): 0.005959538 · Participants: 838Momentum Agencies Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Momentum Agencies Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Momentum Agencies Retirement Plan side-by-side with 3 peers →

Momentum Agencies Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust in AL ($6M); by covered participants it is Laborers Union Local No. 1174 Annuity Fund in PA (837 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (838 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 Agencies Retirement Plan assets move in 2023? ▼
Momentum Agencies Retirement Plan edged up modestly - up 3.6% during 2023, from $6M to $6M. Reported net income was $205K.
How have Momentum Agencies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Momentum Agencies's sponsor-wide assets grew 17.7%, from $14M to $17M.
Which Profit Sharing plans are similar in size to Momentum Agencies Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Russell H Lowrey Dmd PC Employees Profit Sharing Plan & Trust in AL ($6M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Momentum Agencies Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Laborers Union Local No. 1174 Annuity Fund in PA (837 participants, $27M 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 951648203.

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.