401(k) · DOL Form 5500 · 2024
Money Management International, Inc 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 397
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $88,843
- Avg per participant Below avg balance/head
Official DOL plan name: Money Management International 401(k) Retirement Plan · Sponsored by Money Management International, Inc · Texas · Finance & Insurance
$35M in assets, 397 participants
Money Management International, Inc's Money Management International 401(k) Retirement Plan reported $35M in total assets and 397 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #5,839 in Finance & Insurance (8,549 peers)
Where Money Management International 401(k) Retirement Plan sits by assets
Money Management International 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 397 participants (~$88,843/participant), up 5.3% in 2024.
- #5,839
- in Finance & Insurance (8,549 peers)
- +5.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Money Management International 401(k) Retirement Plan's outsized position by total assets
Money Management International 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,270,473 Top 20% higher than 80% 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
Money Management International 401(k) 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. Money Management International 401(k) Retirement Plan sits mid-pack in the medium band (397 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Money Management International 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Money Management International 401(k) Retirement Plan reported participants rose from 319 in the plan year 2023 filing to 397 in the plan year 2024 filing.
- Money Management International 401(k) Retirement Plan end-of-year assets rose from $33M in the plan year 2023 filing to $35M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 541837741 · Money Management International, Inc PY 2024 · 401(k)
Money Management International 401(k) Retirement Plan · $35M · 397 · 80th
- PHOTO $35M
- IND 397
- EOY 80th
- 5500 401(k)
- ASSETS near Ataraxis Peo Retirement Savings Plan
- PCT ind #5839
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 Texas →
Money Management International 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $2M |
| Employer EIN | 541837741 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Money Management International, Inc)
Sponsor-wide plan assets over time
All Money Management International, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 18.817026120126005% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 427 | $30M |
| 2023 | 1 | 319 | $33M |
| 2024 | 1 | 397 | $35M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Money Management International 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Ataraxis Peo Retirement Savings Plan in ID ($35M); by covered participants it is Calamos Profit Sharing 401(k) Plan in IL (397 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (397 participants); asset peers above are excluded.
- Calamos Profit Sharing 401(k) Plan (IL) 397 · 0 off
- W K & O/High Cascade 401(k) Plan (WA) 397 · 0 off
- Bush Industries, Inc. 401(k) Retirement Plan (NY) 397 · 0 off
- Bruno Independent Living Aids, Inc. 401(k) Plan and Trust (WI) 397 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.