401(k) · DOL Form 5500 · 2024

My Move Mortgage LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
51
Participants Small participant base
44th
Percentile by assets National rank
$108,049
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Momentum Loans 401(k) Plan · Sponsored by My Move Mortgage LLC · Utah · Finance & Insurance

$6M in assets, 51 participants

My Move Mortgage LLC's Momentum Loans 401(k) Plan reported $6M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,531 in Finance & Insurance (8,549 peers)

My Move Mortgage LLC multi-year trail

My Move Mortgage LLC's plans moved +59.6% in assets from 2022 to 2024; this filing shows Momentum Loans 401(k) Plan at $6M / 51 participants.

#2,531
in Finance & Insurance (8,549 peers)
+25.0%
assets growth YoY

Momentum Loans 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Momentum Loans 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,510,520 44th percentile higher than 44% of 123,620 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 2024

Momentum Loans 401(k) 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 Loans 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Momentum Loans 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Momentum Loans 401(k) Plan reported net income rose from $954K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Momentum Loans 401(k) Plan reported participants fell from 56 in the plan year 2023 filing to 51 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 814978092 · My Move Mortgage LLC PY 2024 · 401(k)

Momentum Loans 401(k) Plan · $6M · 51 · 44th

  • 5500 $6M
  • 5500 51
  • 5500 44th
  • 5500 401(k)
  • 5500 near Langrand and Company LLC 401(k) Profit Sharing Plan and Trust
  • 5500 ind #2531

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 Utah →

Momentum Loans 401(k) Plan in the asset neighbourhood

Momentum Loans 401(k) Plan$6MLangrand and Company LLC 401(k) Profit Sharing Plan and TrustLangrand and Company LLC 401…$6MAtc Retirement Plan$6MDal Poggetto & Company LLP 401(k) Profit Sharing PlanDal Poggetto & Company LLP 4…$6MUniversity Club of Boston 401(k) PlanUniversity Club of Boston 40…$6M
End-of-year total assets ($M) among Momentum Loans 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

My Move Mortgage LLC multi-year asset trail

Sponsor-wide plan assets over time

All My Move Mortgage LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 59.56574414903598% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.45M $5.51M ▲ +59.7%
Year Plans Participants Total Assets
2022 1 61 $3M
2023 1 56 $4M
2024 1 51 $6M

My Move Mortgage LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN814978092
Plan Effective Date2019-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Momentum Loans 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Momentum Loans 401(k) Plan, Total assets ($B): 0.00551052 · Participants: 51Momentum Loans 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Momentum Loans 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Momentum Loans 401(k) Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Langrand and Company LLC 401(k) Profit Sharing Plan and Trust in TX ($6M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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.

Frequently Asked Questions

How did Momentum Loans 401(k) Plan assets move in 2024? ▼
Momentum Loans 401(k) Plan grew sharply - up 25.0% during 2024, from $4M to $6M. Reported net income was $1M.
How have My Move Mortgage LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), My Move Mortgage LLC's sponsor-wide assets grew 59.6%, from $3M to $6M.
Which 401(k) plans are similar in size to Momentum Loans 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Langrand and Company LLC 401(k) Profit Sharing Plan and Trust in TX ($6M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Momentum Loans 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814978092.

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.