401(k) · DOL Form 5500 · 2024
Capital Impact Partners 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 322
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $217,008
- Avg per participant Above avg balance/head
Official DOL plan name: Momentus Capital Retirement Plan · Sponsored by Capital Impact Partners · Virginia · Finance & Insurance
$70M in assets, 322 participants
Capital Impact Partners's Momentus Capital Retirement Plan reported $70M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #6,898 in Finance & Insurance (8,549 peers)
Coverage in Virginia
Momentus Capital Retirement Plan covers 322 participants in Virginia, about 41% of the average Virginia filer (state average ~782 per filing). Assets: $70M.
- #6,898
- in Finance & Insurance (8,549 peers)
- +19.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Momentus Capital Retirement Plan's outsized position by total assets
Momentus Capital Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$69,876,445 Top 12% higher than 88% 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
Momentus Capital Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Momentus Capital Retirement Plan sits mid-pack in the medium band (322 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Momentus Capital Retirement Plan reported participants rose from 140 in the plan year 2023 filing to 322 in the plan year 2024 filing.
- Momentus Capital Retirement Plan reported net income rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Momentus Capital Retirement Plan end-of-year assets rose from $59M in the plan year 2023 filing to $70M in the plan year 2024 filing.
DOL schedule card
Filing strip 521290127 · Capital Impact Partners PY 2024 · 401(k)
Momentus Capital Retirement Plan · $70M · 322 · 88th
- PCT $70M
- EIN 322
- RANK 88th
- PHOTO 401(k)
- IND near Experitec, Inc. 401(k) Plan
- EOY ind #6898
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 Virginia →
Momentus Capital Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $11M |
| Employer EIN | 521290127 |
| Plan Effective Date | 2016-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Capital Impact Partners)
Sponsor-wide plan assets over time
All Capital Impact Partners plans reported in each filing year
- Latest sponsor-wide plan assets
- $70M 151.37012320568613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $28M |
| 2023 | 1 | 140 | $59M |
| 2024 | 1 | 322 | $70M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Momentus Capital Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Experitec, Inc. 401(k) Plan in MO ($70M); by covered participants it is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
- Experitec, Inc. 401(k) Plan (MO) $70M · 256
- North Coast Holdings Save Money and Reduce Taxes (Smart) Plan (NY) $70M · 3,238
- Slumberland, Inc. Salary Savings Plan (MN) $70M · 833
- Futurefuel Chemical Company 401(k) Plan (AR) $70M · 512
Similar participant headcount
Nearest other-state filings by covered participants (322 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.