Money Purchase · DOL Form 5500 · 2024

Momentous Institute Money Purchase Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
107
Participants Small participant base
52nd
Percentile by assets National rank
$76,861
Avg per participant Below avg balance/head
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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.

  • #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.

#9,578
in Healthcare & Social Assistance (16,916 peers)
-1.8%
assets change YoY

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.

Momentous Institute Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

Momentous Institute 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. Momentous Institute Retirement Plan sits mid-pack in the medium band (107 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 751855620 · Momentous Institute PY 2024 · Money Purchase

Momentous Institute Retirement Plan · $8M · 107 · 52nd

  • PCT $8M
  • PCT 107
  • PCT 52nd
  • PCT Money Purchase
  • PCT near Northeast New Jersey Legal Services Employees' Savings Plan
  • PCT ind #9578

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Momentous Institute Retirement Plan in the asset neighbourhood

Lexington Medical Associates, Inc. Money Purchase Pension PlanLexington Medical Associates…$8MCommunity, Work, and Independence, Inc. Retirement PlanCommunity, Work, and Indepen…$8MMomentous Institute Retirement PlanMomentous Institute Retireme…$8MNortheast New Jersey Legal Services Employees' Savings PlanNortheast New Jersey Legal S…$8MBrentwood Academy Retirement PlanBrentwood Academy Retirement…$8M
End-of-year total assets ($M) among Momentous Institute Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$149K
Employer EIN751855620
Plan Effective Date1957-02-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Momentous Institute)

Sponsor-wide plan assets over time

All Momentous Institute plans reported in each filing year

Latest sponsor-wide plan assets
$19M 3.1703067272649434% vs 2022
2024 filing year
$18M$19M$20M$21M 202220232024 $19.4M $18.8M ▼ -3.2%
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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Momentous Institute Retirement Plan, Total assets ($B): 0.008224139 · Participants: 107Momentous Institute Retirement PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.278563146 · Participants: 7877Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 1.081344733 · Participants: 9762Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.929563361 · Participants: 6787William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.271344223 · Participants: 1492Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.164810179 · Participants: 1845Greater Texas IBEW NECA Annuity Plan
Momentous Institute Retirement Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Momentous Institute Retirement Plan side-by-side with 3 peers →

Momentous Institute Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Northeast New Jersey Legal Services Employees' Savings Plan in NJ ($8M); by covered participants it is The Community School, Inc. 401(a) DC Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Momentous Institute Retirement Plan assets move in 2024? ▼
Momentous Institute Retirement Plan edged down modestly - down 1.8% during 2024, from $8M to $8M. Reported net income was -$149K.
How have Momentous Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Momentous Institute's sponsor-wide assets declined 3.2%, from $19M to $19M.
Which Money Purchase plans are similar in size to Momentous Institute Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Northeast New Jersey Legal Services Employees' Savings Plan in NJ ($8M, 101 participants).
Which Money Purchase plans cover a similar participant headcount to Momentous Institute Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Community School, Inc. 401(a) DC Plan in NJ (107 participants, $20M 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 751855620.

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.