Other · DOL Form 5500 · 2024
Momentum for Health Retirement Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 545
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $86,808
- Avg per participant Below avg balance/head
Official DOL plan name: Momentum for Health 403b Retirement Plan · Sponsored by Momentum for Health · California · Healthcare & Social Assistance
$47M in assets, 545 participants
Momentum for Health's Momentum for Health 403b Retirement Plan reported $47M in total assets and 545 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #14,518 in Healthcare & Social Assistance (16,916 peers)
Where Momentum for Health 403b Retirement Plan sits by assets
Momentum for Health 403b Retirement Plan sits in the top quartile of all filed plans by assets, $47M for 545 participants (~$86,808/participant), up 11.5% in 2024.
- #14,518
- in Healthcare & Social Assistance (16,916 peers)
- +11.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Momentum for Health 403b Retirement Plan's outsized position by total assets
Momentum for Health 403b Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,310,208 Top 16% higher than 84% 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
Momentum for Health 403b 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. Momentum for Health 403b Retirement Plan sits mid-pack in the medium band (545 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Momentum for Health 403b Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Momentum for Health 403b Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- Momentum for Health 403b Retirement Plan reported participants rose from 524 in the plan year 2023 filing to 545 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 941496052 · Momentum for Health PY 2024 · Other
Momentum for Health 403b Retirement Plan · $47M · 545 · 84th
- VS-ST $47M
- VS-ST 545
- VS-ST 84th
- VS-ST Other
- VS-ST near John Cooper School Defined Contribution Retirement Plan
- VS-ST ind #14518
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 California →
Momentum for Health 403b Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $5M |
| Employer EIN | 941496052 |
| Plan Effective Date | 1992-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Momentum for Health)
Sponsor-wide plan assets over time
All Momentum for Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 35.494623942926054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 482 | $35M |
| 2023 | 1 | 524 | $42M |
| 2024 | 1 | 545 | $47M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Momentum for Health 403b Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is John Cooper School Defined Contribution Retirement Plan in TX ($47M); by covered participants it is Lifeworks Nw Defined Contribution Retirement Plan in OR (545 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- John Cooper School Defined Contribution Retirement Plan (TX) $47M · 348
- The Benjamin School Defined Contribution Plan (FL) $47M · 365
- Oaks Integrated Care, Inc. 403(b) Savings Plan (NJ) $47M · 1,175
- Shell Point Thrift Plan (FL) $47M · 1,116
Similar participant headcount
Nearest other-state filings by covered participants (545 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.