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
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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

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

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.

See the national 2023→2024 release diff →

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

Technomics, Inc. 401(k) Profit Sharing PlanTechnomics, Inc. 401(k) Prof…$35MMoney Management International 401(k) Retirement PlanMoney Management Internation…$35MAtaraxis Peo Retirement Savings PlanAtaraxis Peo Retirement Savi…$35MMidwest Motor Supply Corporate 401(k) PlanMidwest Motor Supply Corpora…$35MPocket Gems, Inc. 401(k) Profit Sharing Plan and TrustPocket Gems, Inc. 401(k) Pro…$35M
End-of-year total assets ($M) among Money Management International 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$2M
Employer EIN541837741
Plan Effective Date1987-04-01
Filing StatusFILING 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
$28M$30M$32M$34M$36M 202220232024 $29.7M $35.3M ▲ +18.8%
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.

Money Management International 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Money Management International 401(k) Retirement Plan, Total assets ($B): 0.035270473 · Participants: 397Money Management International 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Money Management International 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Money Management International 401(k) Retirement Plan assets move in 2024?
Money Management International 401(k) Retirement Plan grew at a solid clip - up 5.3% during 2024, from $33M to $35M. Reported net income was $2M.
How have Money Management International, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Money Management International, Inc's sponsor-wide assets grew 18.8%, from $30M to $35M.
Where does Money Management International 401(k) Retirement Plan rank by assets among Form 5500 filers?
Money Management International 401(k) Retirement Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Money Management International 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Ataraxis Peo Retirement Savings Plan in ID ($35M, 1,324 participants).
Which 401(k) plans cover a similar participant headcount to Money Management International 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Calamos Profit Sharing 401(k) Plan in IL (397 participants, $200M in assets).