401(k) · DOL Form 5500 · 2023

Momentum Agencies 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 868
Participants Near avg headcount: 58th
Percentile by assets National rank: $11,074
Avg per participant Low balance/head

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Official DOL plan name: Momentum Agencies 403b Plan · Sponsored by Momentum Agencies · California · Healthcare & Social Assistance

$10M in assets, 868 participants

Momentum Agencies's Momentum Agencies 403b Plan reported $10M in total assets and 868 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

#11,206 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 403b Plan at $10M / 868 participants.

#11,206
in Healthcare & Social Assistance (17,684 peers): +13.7%
assets growth YoY

Momentum Agencies 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Momentum Agencies 403b Plan vs every filed plan by assets

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

$9,612,139 Top 42% higher than 58% 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

Momentum Agencies 403b 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 403b Plan sits mid-pack in the medium band (868 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Momentum Agencies 403b Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Momentum Agencies 403b Plan reported net income rose from $1M in the plan year 2022 filing to $1M 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 · 401(k)

Momentum Agencies 403b Plan · $10M · 868 · 58th

VS-ST $10M
VS-ST 868
VS-ST 58th
VS-ST 401(k)
VS-ST near East & Westbrook Retirement Savings Plan
VS-ST ind #11206

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 →

End-of-year total assets ($M) among Momentum Agencies 403b Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Momentum Agencies multi-year asset trail

Latest sponsor-wide plan assets: $17M 17.72691586500385% vs 2022; 2024 filing year

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)	$8M
Net Assets (End of Year)	$10M
Net Income	$1M
Employer EIN	951648203
Plan Effective Date	1997-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Momentum Agencies 403b Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Momentum Agencies 403b Plan side-by-side with 3 peers →

Momentum Agencies 403b Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is East & Westbrook Retirement Savings Plan in KY ($10M); by covered participants it is Cashman Equipment Company Employee Retirement Plans in NV (868 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

East & Westbrook Retirement Savings Plan (KY) $10M · 262
Temeg Holdings, Inc. Retirement Savings Plan (OH) $10M · 300
Seatrium Amfels 401(k) Plan (TX) $10M · 444
Neora, LLC 401(k) Plan (TX) $10M · 91

Similar participant headcount

Nearest other-state filings by covered participants (868 participants); asset peers above are excluded.

Cashman Equipment Company Employee Retirement Plans (NV) 868 · 0 off
Underwood Fruit and Warehouse Retirement Savings Plan (WA) 868 · 0 off
Greenleaf Nursery Co. 401(k) Profit Sharing Plan (OK) 868 · 0 off
Uctie International Union 401(k) Savings Plan (NY) 868 · 0 off

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 403b Plan assets move in 2023? ▼

Momentum Agencies 403b Plan grew at a solid clip - up 13.7% during 2023, from $8M to $10M. Reported net income was $1M.

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 401(k) plans are similar in size to Momentum Agencies 403b Plan? ▼

Among 401(k) plans in other states, the closest by assets is East & Westbrook Retirement Savings Plan in KY ($10M, 262 participants).

Which 401(k) plans cover a similar participant headcount to Momentum Agencies 403b Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cashman Equipment Company Employee Retirement Plans in NV (868 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 951648203.