Other · DOL Form 5500 · 2024
Momentous Institute Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 125
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $84,211
- Avg per participant Below avg balance/head
Official DOL plan name: Momentous Institute Tda Retirement Plan · Sponsored by Momentous Institute · Texas · Healthcare & Social Assistance
$11M in assets, 125 participants
Momentous Institute's Momentous Institute Tda Retirement Plan reported $11M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #10,539 in Healthcare & Social Assistance (16,916 peers)
Coverage in Texas
Momentous Institute Tda Retirement Plan covers 125 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $11M.
- #10,539
- in Healthcare & Social Assistance (16,916 peers)
- -14.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Momentous Institute Tda Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Momentous Institute Tda Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,526,415 Top 43% higher than 57% 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
Momentous Institute Tda 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 Tda Retirement Plan sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Momentous Institute Tda Retirement Plan reported net income fell from $840K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Momentous Institute Tda Retirement Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 751855620 · Momentous Institute PY 2024 · Other
Momentous Institute Tda Retirement Plan · $11M · 125 · 57th
- BOY $11M
- SCH 125
- EBSA 57th
- PART Other
- TYPE near Institute for Health Recovery 403(b) DC Plan
- NET ind #10539
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 Tda Retirement Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 751855620 |
| Plan Effective Date | 1957-02-18 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 230 | $19M |
| 2023 | 2 | 228 | $21M |
| 2024 | 2 | 232 | $19M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Momentous Institute Tda Retirement Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Institute for Health Recovery 403(b) DC Plan in MA ($11M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. Section 403(b) Defined Contribution Plan in FL (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Institute for Health Recovery 403(b) DC Plan (MA) $11M · 101
- Seattle Theatre Group Retirement Savings Plan (WA) $11M · 141
- Employee Benefit Plan of Cobb B. LLC (NY) $11M · 209
- Mcr Health, Inc. 403(b) Plan (FL) $11M · 876
Similar participant headcount
Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.
- Early Learning Coalition of Palm Beach County, Inc. Section 403(b) Defined Contribution Plan (FL) 125 · 0 off
- Linsly School, Inc. 403(b) DC Plan (WV) 125 · 0 off
- Catholic Charities, Inc. Diocese of Madison Retirement Plan (WI) 125 · 0 off
- Bernard Zell Anshe Emet Day School Retirement Plan (IL) 125 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.