401(k) · DOL Form 5500 · 2024

Momentum Bpa, Inc. 401(k) Plan

Data updated 2026-08-11

$491K
Total assets
1
Participants
18th
Percentile by assets
$491,459
Avg per participant
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Official DOL plan name: Momentum Bpa, Inc. 401(k) Plan · Sponsored by Momentum Bpa, Inc. · Wisconsin · Professional & Technical Services

$491K in assets, 1 participants

Momentum Bpa, Inc.'s Momentum Bpa, Inc. 401(k) Plan reported $491K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • 18th percentile by assets (of 123,622 plans)
  • #2,694 in Professional & Technical Services (20,173 peers)

Momentum Bpa, Inc. multi-year trail

Momentum Bpa, Inc.'s plans moved +281.2% in assets from 2022 to 2024; this filing shows Momentum Bpa, Inc. 401(k) Plan at $491K / 1 participant.

$491K
total plan assets (2024 EOY)
1
covered participants
18th
percentile by assets (of 123,622 plans)
$491,459
avg assets per participant

Where Momentum Bpa, Inc. 401(k) Plan sits by total assets

Momentum Bpa, Inc. 401(k) Plan vs every filed plan by assets

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

$491,459 18th percentile higher than 18% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Momentum Bpa, Inc. 401(k) Plan reported net income rose from $7K in the plan year 2023 filing to $356K in the plan year 2024 filing.
  • Momentum Bpa, Inc. 401(k) Plan end-of-year assets rose from $136K in the plan year 2023 filing to $491K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Professional & Technical Services

Momentum Bpa, Inc. across 3 plan years on file

Across the 3 plan years Momentum Bpa, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $129K to $491K, a gain of 281.2%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2024 ($491K); trough: 2022 ($129K).

Momentum Bpa, Inc. multi-year asset trail

$0M$0.2M$0.4M$0.6M 202220232024 $0.13M $0.49M ▲ +276.9%
Total plan assets by year, all Momentum Bpa, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1 $129K
2023 1 1 $136K
2024 1 1 $491K

Momentum Bpa, Inc. filing trail (2024)

Total Assets (Beginning of Year)$136K
Net Assets (End of Year)$491K
Net Income$356K
Employer EIN273849208
Plan Effective Date2010-11-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Momentum Bpa, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Momentum Bpa, Inc. 4…, Total assets ($B): 0.000491459 · Participants: 1Momentum Bpa, Inc. 4…Advocate Aurora Heal…, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation …
Momentum Bpa, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Momentum Bpa, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Momentum Bpa, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Momentum Bpa, Inc. 401(k) Plan assets move in 2024? ▼
Momentum Bpa, Inc. 401(k) Plan surged - up 261.7% during 2024, from $136K to $491K. Reported net income was $356K.
How have Momentum Bpa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Momentum Bpa, Inc.'s sponsor-wide assets grew 281.2%, from $129K to $491K.
Where does Momentum Bpa, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Momentum Bpa, Inc. 401(k) Plan ranks in the 18th 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 Bpa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Village Caregiving, LLC 401(k) Plan in WV ($491K, 1,183 participants).

Next read for Momentum Bpa, Inc. 401(k) Plan

Multi-year trail

Ways to act on Momentum Bpa, Inc. 401(k) Plan's numbers.

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 273849208.

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.