401(k) · DOL Form 5500 · 2024

Momentum Behavior Services 401(k) Plan

Data updated 2026-08-25

$616K
Total assets Small plan by assets: 57
Participants Small participant base: 19th
Percentile by assets National rank: $10,808
Avg per participant Low balance/head

Official DOL plan name: Momentum Behavior Services 401(k) Plan · Sponsored by Momentum Behavior Services · California · Healthcare & Social Assistance

$616K in assets, 57 participants

Momentum Behavior Services's Momentum Behavior Services 401(k) Plan reported $616K in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

#2,496 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Momentum Behavior Services 401(k) Plan holds $616K for 57 participants - about $10,808 per participant, among the smaller plans by assets on file.

#2,496
in Healthcare & Social Assistance (16,916 peers): -$13K
reported net income

The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Momentum Behavior Services 401(k) Plan among the smaller filed plans by assets

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

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

$616,067 19th percentile higher than 19% 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 Behavior Services 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Momentum Behavior Services 401(k) Plan is a small filing (57 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 824893124 · Momentum Behavior Services PY 2024 · 401(k)

Momentum Behavior Services 401(k) Plan · $616K · 57 · 19th

EOY $616K
5500 57
ASSETS 19th
PCT 401(k)
EIN near Diodh 401(k)
RANK ind #2496

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 →

End-of-year total assets ($M) among Momentum Behavior Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$616K
Net Income	-$13K
Employer EIN	824893124
Plan Effective Date	2024-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Momentum Behavior Services 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Momentum Behavior Services 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Diodh 401(k) in OK ($616K); by covered participants it is Certified 401(k) Plan in FL (57 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($616K here).

Diodh 401(k) (OK) $616K · 2
Opl Services, Inc. 401(k) Profit Sharing Plan (VA) $616K · 61
Brianpaul Enterprises, Inc. 401(k) Plan (ME) $616K · 26
West Shore Family Practice, PC Roth Safe Harbor 401-K Profit Sharing Plan (PA) $616K · 11

Similar participant headcount

Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.

Certified 401(k) Plan (FL) 57 · 0 off
Cvc Credit Partners, LLC 401(k) Plan (NY) 57 · 0 off
Burch, Porter & Johnson Self Employed Retirement Plan (TN) 57 · 0 off
Viget Labs 401(k) Retirement Plan (VA) 57 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Momentum Behavior Services 401(k) Plan rank by assets among Form 5500 filers? ▼

Momentum Behavior Services 401(k) Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Momentum Behavior Services 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Diodh 401(k) in OK ($616K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Momentum Behavior Services 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Certified 401(k) Plan in FL (57 participants, $702K 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 824893124.