401(k) · DOL Form 5500 · 2024
Momentum Manufacturing Group 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 533
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $40,326
- Avg per participant Low balance/head
Official DOL plan name: Momentum Manufacturing Group 401(k) Plan · Sponsored by Momentum Manufacturing Group · Vermont · Manufacturing
$21M in assets, 533 participants
Momentum Manufacturing Group's Momentum Manufacturing Group 401(k) Plan reported $21M in total assets and 533 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #10,936 in Manufacturing (17,777 peers)
Coverage in Vermont
Momentum Manufacturing Group 401(k) Plan covers 533 participants in Vermont, 2.2x the typical Vermont plan (state average ~245 per filing). Assets: $21M.
- #10,936
- in Manufacturing (17,777 peers)
- +13.1%
- assets growth YoY
Momentum Manufacturing Group 401(k) Plan's outsized position by total assets
Momentum Manufacturing Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,493,679 Top 28% higher than 72% 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 Manufacturing Group 401(k) 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 Manufacturing Group 401(k) Plan sits mid-pack in the medium band (533 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Momentum Manufacturing Group 401(k) Plan reported participants fell from 630 in the plan year 2023 filing to 533 in the plan year 2024 filing.
- Momentum Manufacturing Group 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
DOL schedule card
Filing strip 823027983 · Momentum Manufacturing Group PY 2024 · 401(k)
Momentum Manufacturing Group 401(k) Plan · $21M · 533 · 72nd
- EOY $21M
- 5500 533
- ASSETS 72nd
- PCT 401(k)
- EIN near The Retirement Plan
- RANK ind #10936
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 Manufacturing retirement plans → · Plans in Vermont →
Momentum Manufacturing Group 401(k) Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 823027983 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Momentum Manufacturing Group)
Sponsor-wide plan assets over time
All Momentum Manufacturing Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 40.807683730763614% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 550 | $15M |
| 2023 | 1 | 630 | $19M |
| 2024 | 1 | 533 | $21M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.2B · 12,486
- National Life Group 401(k) Plan $335M · 1,397
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $243M · 520
- Husky Retirement Savings $175M · 534
- Casella Waste Systems 401(k) Plan $161M · 3,488
Momentum Manufacturing Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is The Retirement Plan in TX ($21M); by covered participants it is Topbloc 401(k) Plan in IL (533 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- The Retirement Plan (TX) $21M · 379
- Anaptysbio, Inc. 401(k) Plan (CA) $21M · 116
- Geotab 401(k) Plan (GA) $21M · 351
- Georgia Aquarium, Inc. 401(k) Plan (GA) $21M · 537
Similar participant headcount
Nearest other-state filings by covered participants (533 participants); asset peers above are excluded.
- Topbloc 401(k) Plan (IL) 533 · 0 off
- Farmers National Bank 401(k) Retirement Savings Plan (OH) 533 · 0 off
- Mtc US Corp. 401(k) Plan (GA) 533 · 0 off
- Avantic Lodging Enterprises Inc. 401(k) Plan (KS) 533 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.