401(k) · DOL Form 5500 · 2024

Momentum Bpa, Inc. 401(k) Plan

Data updated 2026-08-25

$491K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$491,459
Avg per participant High balance/head
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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.

  • #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.

#2,694
in Professional & Technical Services (20,173 peers)
+261.7%
assets growth YoY

Momentum Bpa, Inc. 401(k) Plan among the smaller filed plans by 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 $2,050,000,000 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 Bpa, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Momentum Bpa, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

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 →

Form 5500 schedule snapshot

Filing strip 273849208 · Momentum Bpa, Inc. PY 2024 · 401(k)

Momentum Bpa, Inc. 401(k) Plan · $491K · 1 · 18th

  • IND $491K
  • IND 1
  • IND 18th
  • IND 401(k)
  • IND near Village Caregiving, LLC 401(k) Plan
  • IND ind #2694

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Momentum Bpa, Inc. 401(k) Plan in the asset neighbourhood

Momentum Bpa, Inc. 401(k) PlanMomentum Bpa, Inc. 401(k) Pl…$491KVillage Caregiving, LLC 401(k) PlanVillage Caregiving, LLC 401(…$491KJ H Management LLC 401(k) Profit Sharing Plan & TrustJ H Management LLC 401(k) Pr…$491KGemini Logistics LLC 401(k) PlanGemini Logistics LLC 401(k) …$492KEl Colibri Corp. 401(k) Plan$491K
End-of-year total assets ($M) among Momentum Bpa, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Momentum Bpa, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Momentum Bpa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$491K 281.1562056476318% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.13M $0.49M ▲ +276.9%
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 ($B) Participants Momentum Bpa, Inc. 401(k) Plan, Total assets ($B): 0.000491459 · Participants: 1Momentum Bpa, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
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 →

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

Outside Wisconsin, the nearest 401(k) by assets is Village Caregiving, LLC 401(k) Plan in WV ($491K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($491K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 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).
Which 401(k) plans cover a similar participant headcount to Momentum Bpa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 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.