ESOP · DOL Form 5500 · 2024

Movement for Life, Inc. ESOP

Data updated 2026-08-11

$8M
Total assets
222
Participants
52nd
Percentile by assets
$37,619
Avg per participant
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Official DOL plan name: Movement for Life Employee Stock Ownership Plan · Sponsored by Movement for Life, Inc. · California · Administrative & Support Services

$8M in assets, 222 participants

Movement for Life, Inc.'s Movement for Life Employee Stock Ownership Plan reported $8M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • 52nd percentile by assets (of 123,622 plans)
  • #3,167 in Administrative & Support Services (4,368 peers)

Coverage in California

Movement for Life Employee Stock Ownership Plan covers 222 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $8M.

$8M
total plan assets (2024 EOY)
222
covered participants
52nd
percentile by assets (of 123,622 plans)
$37,619
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Movement for Life Employee Stock Ownership Plan reported net income fell from $960K in the plan year 2023 filing to $373K in the plan year 2024 filing.
  • Movement for Life Employee Stock Ownership Plan reported participants rose from 199 in the plan year 2023 filing to 222 in the plan year 2024 filing.
  • Movement for Life Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Movement for Life Employee Stock Ownership Plan reports 222 participants - about 35% of that state average ($8M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income$373K
Employer EIN472488383
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Movement for Life, Inc.)

$18M$20M$22M$24M$26M 202220232024 $19.5M $23.7M ▲ +21.1%
Total plan assets by year, all Movement for Life, Inc. plans on file
Year Plans Participants Total Assets
2022 2 358 $20M
2023 2 394 $21M
2024 2 445 $24M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Movement for Life Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Movement for Life Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Movement for Life Em…Parsons Employee Sto…Acco Employee Stock …Rosendin Electric, I…Ecc Employee Stock O…Agron, Inc. Employee…
Movement for Life Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Movement for Life Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Movement for Life Employee Stock Ownership Plan assets move in 2024?
Movement for Life Employee Stock Ownership Plan edged down modestly - down 3.5% during 2024, from $9M to $8M. Reported net income was $373K.
How have Movement for Life, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Movement for Life, Inc.'s sponsor-wide assets grew 21.1%, from $20M to $24M.
Which ESOP plans are similar in size to Movement for Life Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Bill Few Associates Employee Stock Ownership Plan in PA ($8M, 34 participants).

Next read for Movement for Life Employee Stock Ownersh…

Filing takeaways

Ways to act on Movement for Life Employee Stock Ownership Plan's numbers.