401(k) · DOL Form 5500 · 2024

Momentum Platform, LLC 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
1,110
Participants Near avg headcount
90th
Percentile by assets National rank
$88,525
Avg per participant Below avg balance/head
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Official DOL plan name: Momentum 401(k) Plan · Sponsored by Momentum Platform, LLC · Texas · Management of Enterprises

$98M in assets, 1,110 participants

Momentum Platform, LLC's Momentum 401(k) Plan reported $98M in total assets and 1,110 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #863 in Management of Enterprises (1,133 peers)

Where Momentum 401(k) Plan sits by assets

Momentum 401(k) Plan sits in the top 10% of all filed plans by assets, $98M for 1,110 participants (~$88,525/participant), up 125.0% in 2024.

#863
in Management of Enterprises (1,133 peers)
+125.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Momentum 401(k) Plan's outsized position by total assets

Momentum 401(k) Plan vs every filed plan by assets

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

$98,262,573 Top 10% higher than 90% 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

Momentum 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Momentum 401(k) Plan lands in the large band (1,110 participants).

Published 5500 schedule card

Filing strip 921310223 · Momentum Platform, LLC PY 2024 · 401(k)

Momentum 401(k) Plan · $98M · 1,110 · 90th

  • NET $98M
  • BOOK 1,110
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Barco 401(k) Retirement Savings Plan
  • EBSA ind #863

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 Management of Enterprises retirement plans → · Plans in Texas →

Momentum 401(k) Plan in the asset neighbourhood

Dennis Group 401(k) Profit Sharing PlanDennis Group 401(k) Profit S…$98MAres Holding Corporation 401(k) PlanAres Holding Corporation 401…$98MMomentum 401(k) Plan$98MBarco 401(k) Retirement Savings PlanBarco 401(k) Retirement Savi…$98MUncommon Schools, Inc. 403(b) PlanUncommon Schools, Inc. 403(b…$98M
End-of-year total assets ($M) among Momentum 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$98M
Net Income$22M
Employer EIN921310223
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Momentum 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Momentum 401(k) Plan, Total assets ($B): 0.098262573 · Participants: 1110Momentum 401(k) 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
Momentum 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Momentum 401(k) Plan side-by-side with 3 peers →

Momentum 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Barco 401(k) Retirement Savings Plan in GA ($98M); by covered participants it is Bancplus Corporation Employee Stock Ownership Plan W/401(k) Provisions in MS (1,110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,110 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 Momentum 401(k) Plan assets move in 2024? ▼
Momentum 401(k) Plan surged - up 125.0% during 2024, from $44M to $98M. Reported net income was $22M.
Where does Momentum 401(k) Plan rank by assets among Form 5500 filers? ▼
Momentum 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Momentum 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barco 401(k) Retirement Savings Plan in GA ($98M, 378 participants).
Which 401(k) plans cover a similar participant headcount to Momentum 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bancplus Corporation Employee Stock Ownership Plan W/401(k) Provisions in MS (1,110 participants, $165M 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 921310223.

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.