Profit Sharing · DOL Form 5500 · 2024
Momentum Fleet Services Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $114,001
- Avg per participant Below avg balance/head
Official DOL plan name: Momentum Fleet Services Inc. Retirement Plan · Sponsored by Momentum Fleet Services Inc. · Florida · Transportation & Warehousing
$1M in assets, 12 participants
Momentum Fleet Services Inc.'s Momentum Fleet Services Inc. Retirement Plan reported $1M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #886 in Transportation & Warehousing (3,299 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 $1M / 12 participants.
- #886
- in Transportation & Warehousing (3,299 peers)
- -28.2%
- assets change YoY
The plan reported a net loss of $537K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$1,368,016 26th percentile higher than 26% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Momentum Fleet Services Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2024 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 (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Momentum Fleet Services Inc. Retirement Plan reported net income fell from $311K in the plan year 2023 filing to -$537K in the plan year 2024 filing.
- Momentum Fleet Services Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Momentum Fleet Services Inc. Retirement Plan reported participants rose from 11 in the plan year 2023 filing to 12 in the plan year 2024 filing.
DOL schedule card
Filing strip 815237543 · Momentum Fleet Services Inc. PY 2024 · Profit Sharing
Momentum Fleet Services Inc. Retirement Plan · $1M · 12 · 26th
- TYPE $1M
- TYPE 12
- TYPE 26th
- TYPE Profit Sharing
- TYPE near Axel Wilberto Velez Santiago Csp Retirement Plan
- TYPE ind #886
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. 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 2 | 17 | $3M |
| 2024 | 1 | 12 | $1M |
Momentum Fleet Services Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$537K |
| Employer EIN | 815237543 |
| Plan Effective Date | 2017-02-02 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
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 Axel Wilberto Velez Santiago Csp Retirement Plan in PR ($1M); by covered participants it is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.