ESOP · DOL Form 5500 · 2024

Movement for Life, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
222
Participants Below avg headcount
52nd
Percentile by assets National rank
$37,619
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,167
in Administrative & Support Services (4,368 peers)
-3.5%
assets change YoY

Movement for Life Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Movement for Life Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,351,470 Top 48% higher than 52% 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

Movement for Life Employee Stock Ownership 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. Movement for Life Employee Stock Ownership Plan sits mid-pack in the medium band (222 participants).

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 →

EBSA filing schedule strip

Filing strip 472488383 · Movement for Life, Inc. PY 2024 · ESOP

Movement for Life Employee Stock Ownership Plan · $8M · 222 · 52nd

  • PCT $8M
  • PCT 222
  • PCT 52nd
  • PCT ESOP
  • PCT near Bill Few Associates Employee Stock Ownership Plan
  • PCT ind #3167

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 What is an ESOP? → · Plans in California →

Movement for Life Employee Stock Ownership Plan in the asset neighbourhood

Hometown Bancorp of Alabama, Inc. Employee Stock Ownership PlanHometown Bancorp of Alabama,…$8MMovement for Life Employee Stock Ownership PlanMovement for Life Employee S…$8MBill Few Associates Employee Stock Ownership PlanBill Few Associates Employee…$8MFgm Employee Stock Ownership PlanFgm Employee Stock Ownership…$8MCallahan & Associates, Inc. Employee Stock Ownership PlanCallahan & Associates, Inc. …$8M
End-of-year total assets ($M) among Movement for Life Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Movement for Life, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 21.07194052283892% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.5M $23.7M ▲ +21.1%
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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Movement for Life Employee Stock Ownership Plan, Total assets ($B): 0.00835147 · Participants: 222Movement for Life Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Movement for Life Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Movement for Life Employee Stock Ownership Plan side-by-side with 3 peers →

Movement for Life Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Bill Few Associates Employee Stock Ownership Plan in PA ($8M); by covered participants it is Delta Star Employee Stock Ownership Plan in VA (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 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).
Which ESOP plans cover a similar participant headcount to Movement for Life Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Delta Star Employee Stock Ownership Plan in VA (222 participants, $447M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472488383.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.