Profit Sharing · DOL Form 5500 · 2024
Momentum Business Coaching Inc. Profit Sharing Plan
Data updated 2026-08-25
- $145K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $145,123
- Avg per participant Above avg balance/head
Official DOL plan name: Momentum Business Coaching Inc. Retirement Plan · Sponsored by Momentum Business Coaching Inc. · New York · Professional & Technical Services
$145K in assets, 1 participants
Momentum Business Coaching Inc.'s Momentum Business Coaching Inc. Retirement Plan reported $145K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 8th 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.
- #1,390 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Momentum Business Coaching Inc. Retirement Plan holds $145K for 1 participant - about $145,123 per participant, among the smaller plans by assets on file.
- #1,390
- in Professional & Technical Services (20,173 peers)
- $145K
- reported net income
Momentum Business Coaching Inc. Retirement Plan among the smaller filed plans by assets
Momentum Business Coaching Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$145,123 8th percentile higher than 8% 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 Business Coaching Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Momentum Business Coaching Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 331426151 · Momentum Business Coaching Inc. PY 2024 · Profit Sharing
Momentum Business Coaching Inc. Retirement Plan · $145K · 1 · 8th
- SCH $145K
- EBSA 1
- PART 8th
- TYPE Profit Sharing
- NET near Riverview Industrial Solutions, Inc. Profit Sharing Plan
- BOOK ind #1390
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 Professional & Technical Services retirement plans → · Plans in New York →
Momentum Business Coaching Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $145K |
| Net Income | $145K |
| Employer EIN | 331426151 |
| Plan Effective Date | 2024-10-15 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Momentum Business Coaching Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Riverview Industrial Solutions, Inc. Profit Sharing Plan in WA ($145K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($145K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.