401(k) · DOL Form 5500 · 2024

Momentum Agencies 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
830
Participants Near avg headcount
57th
Percentile by assets National rank
$12,865
Avg per participant Low balance/head
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Official DOL plan name: Momentum Agencies 403b Plan · Sponsored by Momentum Agencies · California · Healthcare & Social Assistance

$11M in assets, 830 participants

Momentum Agencies's Momentum Agencies 403b Plan reported $11M in total assets and 830 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,586 in Healthcare & Social Assistance (16,916 peers)

Momentum Agencies multi-year trail

Momentum Agencies's plans moved +17.7% in assets from 2022 to 2024; this filing shows Momentum Agencies 403b Plan at $11M / 830 participants.

#10,586
in Healthcare & Social Assistance (16,916 peers)
+11.1%
assets growth YoY

Momentum Agencies 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Momentum Agencies 403b Plan vs every filed plan by assets

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

$10,678,295 Top 43% higher than 57% 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 Agencies 403b 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. Momentum Agencies 403b Plan sits mid-pack in the medium band (830 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Momentum Agencies 403b Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Momentum Agencies 403b Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Momentum Agencies 403b Plan reported participants fell from 868 in the plan year 2023 filing to 830 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 951648203 · Momentum Agencies PY 2024 · 401(k)

Momentum Agencies 403b Plan · $11M · 830 · 57th

  • NET $11M
  • NET 830
  • NET 57th
  • NET 401(k)
  • NET near Potsdam Specialty Paper, Inc. 401(k) Profit Sharing Plan
  • NET ind #10586

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 →

Momentum Agencies 403b Plan in the asset neighbourhood

Momentum Agencies 403b Plan$11MPotsdam Specialty Paper, Inc. 401(k) Profit Sharing PlanPotsdam Specialty Paper, Inc…$11MDennison Lubricants 401(k) PlanDennison Lubricants 401(k) P…$11MAtlas Die, LLC 401(k) Retirement Savings PlanAtlas Die, LLC 401(k) Retire…$11MBeck Suppliers, Inc. 401(k) PlanBeck Suppliers, Inc. 401(k) …$11M
End-of-year total assets ($M) among Momentum Agencies 403b Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Momentum Agencies multi-year asset trail

Sponsor-wide plan assets over time

All Momentum Agencies plans reported in each filing year

Latest sponsor-wide plan assets
$17M 17.72691586500385% vs 2022
2024 filing year
$13M$14M$15M$16M$17M 202220232024 $14.2M $16.7M ▲ +17.7%
Year Plans Participants Total Assets
2022 2 1,398 $14M
2023 2 1,706 $16M
2024 2 1,383 $17M

Momentum Agencies filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN951648203
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Momentum Agencies 403b Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Momentum Agencies 403b Plan, Total assets ($B): 0.010678295 · Participants: 830Momentum Agencies 403b PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Momentum Agencies 403b Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Momentum Agencies 403b Plan side-by-side with 3 peers →

Momentum Agencies 403b Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Potsdam Specialty Paper, Inc. 401(k) Profit Sharing Plan in NY ($11M); by covered participants it is North Country Associates, Inc. 401(k) Plan in ME (830 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (830 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 Agencies 403b Plan assets move in 2024? ▼
Momentum Agencies 403b Plan grew at a solid clip - up 11.1% during 2024, from $10M to $11M. Reported net income was $1M.
How have Momentum Agencies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Momentum Agencies's sponsor-wide assets grew 17.7%, from $14M to $17M.
Which 401(k) plans are similar in size to Momentum Agencies 403b Plan? ▼
Among 401(k) plans in other states, the closest by assets is Potsdam Specialty Paper, Inc. 401(k) Profit Sharing Plan in NY ($11M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Momentum Agencies 403b Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is North Country Associates, Inc. 401(k) Plan in ME (830 participants, $6M 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 951648203.

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.