Money Purchase · DOL Form 5500 · 2024
Momentous Institute Money Purchase Plan
Data updated 2026-08-11
- $8M
- Total assets
- 107
- Participants
- 52nd
- Percentile by assets
- $76,861
- Avg per participant
Official DOL plan name: Momentous Institute Retirement Plan · Sponsored by Momentous Institute · Texas · Healthcare & Social Assistance
$8M in assets, 107 participants
Momentous Institute's Momentous Institute Retirement Plan reported $8M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- 52nd percentile by assets (of 123,622 plans)
- #9,578 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
Momentous Institute Retirement Plan covers 107 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $8M.
- $8M
- total plan assets (2024 EOY)
- 107
- covered participants
- 52nd
- percentile by assets (of 123,622 plans)
- $76,861
- avg assets per participant
The plan reported a net loss of $149K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Momentous Institute Retirement Plan sits by total assets
Momentous Institute Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,224,139 Top 48% higher than 52% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Momentous Institute Retirement Plan reported net income fell from $481K in the plan year 2023 filing to -$149K in the plan year 2024 filing.
- Momentous Institute Retirement Plan reported participants rose from 104 in the plan year 2023 filing to 107 in the plan year 2024 filing.
- Momentous Institute Retirement Plan end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Momentous Institute Retirement Plan reports 107 participants - about 16% of that state average ($8M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$149K |
| Employer EIN | 751855620 |
| Plan Effective Date | 1957-02-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Momentous Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 230 | $19M |
| 2023 | 2 | 228 | $21M |
| 2024 | 2 | 232 | $19M |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Momentous Institute Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
- Occidental Petroleum Corporation Retirement Plan $1.3B · 7,877
- Alcon Retirement Plan $1.1B · 9,762
- William Marsh Rice University Defined Contribution Retirement Plan $930M · 6,787
- Apache Corporation Money Purchase Retirement Plan $271M · 1,492
- Greater Texas IBEW NECA Annuity Plan $165M · 1,845
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Momentous Institute Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Momentous Institute Retirement Plan assets move in 2024? ▼
How have Momentous Institute plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Momentous Institute Retirement Plan? ▼
Next read for Momentous Institute Retirement Plan
Filing takeaways
Ways to act on Momentous Institute Retirement Plan's numbers.
- By total assets, Momentous Institute Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Texas. Compare plans
- Momentous Institute's sponsor-wide assets have declined 3.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans